Finzo Financial Services (Pty) Ltd is an innovative authorised financial services provider. We are passionate about making a measurable impact on our client’s financial sustainability and independence. We ensure that we address our client’s needs and objectives, through holistic and objective financial planning. We offer financial products from numerous reputable providers, making us capable of offering tailored financial solutions to meet each and every client’s individual needs.

We believe in a client centric approach where the main focus is optimum customers satisfaction and building long-term business relationships.  Our focus on client centricity has become deeply rooted in our business philosophy, ethos and culture. The principles of Treating Customers Fairly (TCF) are imbedded in our core values and all our business processes.

Our partners in each business category are handpicked, by carefully considering their: reviews, customer service, their target market, current share in the market, product quality based on technical aspects of the design and affordability to the client. We regularly review service agreements with our product providers, to ensure that the products and services are up to our standards and suitable for our clients.

We continuously work towards a business model to meet governance requirements, to ensure that our business is effectively managed, to mitigate risks and to comply with treating our customers fairly. We review our business activities regularly to align it with legislative, environmental and customer requirements.