Comprehensive Personal and Corporate Financial Planning Solutions
DISCOVER
YOUR FINANCIAL PLANNING PARTNER
Mission Statement
KN Financial Services is an independent licensed financial services provider providing comprehensive personal and corporate financial planning solutions through a dedicated and thorough analysis of your business and personal financial requirements.
A long term financial planning practice based on reliability, honesty, integrity, quality and trustworthy professional financial advice and service excellence.
MARK MOYES
Mark Moyes
Member & Financial Planner
Mark Moyes has been in the financial services industry since April 1995 in various positions from Broker consultant to Broker Manager to Agency Manager and independent financial adviser and planner.
EMPLOYEE BENEFITS SOLUTIONS
RETIREMENT PLANNING
BUSINESS ASSURANCE
MEDICAL AID SCHEMES
INVESTMENT PLANNING
ESTATE AND WILL PLANNING
Our Services
Group life, disability schemes and retirement schemes.
SPEAK TO US
Ensuring provision of adequate capital reserves at retirement in order to maintain an acceptable standard of living in with your retirement income objectives.
SERVICES INCLUDE:
Tax Saving through retirement annuities.
Tax Saving through appropriate investments.
SPEAK TO US
Assessing your business's balance sheets and income statement, performing valuations on your business as well as business restructuring advise to minimise business risk.
SERVICES INCLUDE:
Business overhead projection, all facets of partnership and contingent liability assurance.
SPEAK TO US
Medical aid solutions and administration.
SPEAK TO US
Wealth creation (growth), wealth protection (capital conservation), income generation (inflation).
SERVICES INCLUDE:
Financial portfolio assessments.
Foreign currency investments (offshore allowance).
Unit trusts (collective investment schemes).
Managed portfolio investments (local and offshore).
SPEAK TO US
We have the necessary knowledge and experience to provide an estate plan that suits your individual needs and protects your assets. We are experts throughout the processing of drafting wills and registering trusts.
SERVICES INCLUDE:
Advising you on potential problems that may arise, dealing with legal issues that may be encountered and ensuring that the Will has been properly executed.
SPEAK TO US
We partner with a range of professional product providers.
KN Financial Services is an authorized financial services provider in terms of the Financial and Intermediary Services Act (FSP Number 40932) and is compliant with the FAIS Act. For further information regarding our FAIS Compliance, please visit the FSCA website on www.fsca.co.za.
Business registration number – CK 2009/209927/23
DISCLAIMERS
WHO WE ARE
KN Financial Services is an independent licensed financial services provider providing comprehensive personal and corporate financial planning solutions through a dedicated and thorough analysis of your business and personal financial requirements.
Bryanston Gate Office Park, Corner Curzon and Main Road, Building 1, 2nd Floor, Office 1005, Bryanston, Sandton
© 2020 KN Financial Services