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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.


We are not here to meet clients expectations, we are here to exceed them.



To be our clients most trusted insurance partner; to manage their risks and secure their future goals.


  • Provide market leading financial solutions from the most reputable product providers.

  • Provide worthy advice, by identifying each client’s needs and providing tailored financial solutions.

  • Provide exceptional, personalised service to our clients and build long-term business relationships. 

  • Employ, capable, passionate and committed individuals that correspond with our values.

  • Grow our footprint by exceeding our client’s expectations.


  • We don’t meet expectations, we exceed them.

  • We are honest, fair and act with integrity.

  • We hold ourselves accountable and take ownership of our actions and responsibilities.

  • We put our clients first.

  • We have fun as a team.

  • We are part of the solution.

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