INFINITUM FINANCIAL SOLUTIONS

Your Financial Engineers For Life

About Us

At Infinitum Financial Solutions we believe in creating generational wealth for our clients. Our logo is the infinity symbol and serves as a fitting metaphor for our client's relationships, symbolising an unbreakable bond forged through mutual trust, transparency, and a shared commitment to your financial prosperity. 

 

Our Financial Engineers use our Infinite Planning Process which assist them in developing a bespoke financial road map for each individual client. Our ethos is to make a positive change in each client that we touch.

 

Our strengths are developing and equipping our diverse team of experienced Financial Engineers with the necessary skills, knowledge, and tools to provide each client with the very best financial planning experience.

Why Choose Us

Infinitum Financial Solutions is an Accredited Old Mutual Agency Franchise. Old Mutual is one of the oldest Financial Service Providers in SA and we are proud to be associated with and powered by this trusted household brand.

 

We are dedicated to providing our clients with comprehensive financial planning using our Infinite Planning Process. 

 

Our team of Financial Engineers have the expertise to develop customized financial strategies that will help you achieve your financial goals.

Services

Personal

Life Cover: ensures that your loved ones are not left financially destitute. It will also enable your family to maintain the same standard of living when you are unable to do so

Income Protection: It will pay you and/or your family an income when you are unable to do your normal daily tasks, due to death or disability

Retrenchment Cover: Pays your salary for a period of time after your retrenchment

Funeral Cover: Enables a dignified send off

Business Risk Mitigation

Contingent Liability: loan protection or suretyship cover

Keyman Insurance: compensation in the event of an employee’s death /disability.

Buy and sell agreements: to protect the business and ensure sustainability of such business in the event of the partner’s death or permanent disability

Estate Planning/Will

Estate Planning is vital part of financial planning and having a professionally drafted Will, will give you peace of mind that your estate will be distributed as you intended.

Trusts

Trusts are vehicles used to protect assets (creating generational wealth)

We will assist with registering various trusts e.g.

inter vivos trusts etc.

Investments

On and Offshore Investments: To achieve growth on capital. The key is an infinite financial planning process.

Preferred Compensation: Investments offered to skilled employees to retain their skills and expertise

Retirement Planning

Pre-Retirement Planning: Pension & Provident Funds, Retirement Annuities, Pension & Provident Fund Preservers

Post retirement Planning: Living & Life Annuities- Income after retirement.

Short Term Insurance

Commercial Cover: Give you peace of mind by insuring the following: office contents, business interruption, business all-risk cover, goods-in-transit, electronic equipment, accounts receivable, employee’s liability, vehicle and business liability cover

Personal cover: Insures your household contents, building cover all-risk, vehicles and personal liability cover

Employee Benifits

Pension & Provident Funds/ Group Benefits: These funds enable you and your company to contribute to your retirement fund. The funds can be constructed to suite your company’s needs

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