Comprehensive Personal and Corporate Financial Planning Solutions
A long term financial planning practice based on reliability, honesty, integrity, quality and trustworthy professional financial advice and service excellence.
YOUR FINANCIAL PLANNING PARTNER
Iain MacKenzie (CFP®)
Iain MacKenzie has been in the Financial Services Industry since 1994 as Broker Consultant and Financial Advisor.
iain@knfs.co.za
Mark Moyes (HDipEd, CFP®)
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.
mark@knfs.co.za
Lesley Chave
Administrator – Corporate Clients
Retirement Schemes and Medical Schemes
Administration and Support
Shereen Butler (NQF7)
Office Manager
Compliance Manager
Administration and Support
Lisa Bishop
Administrator – Individual Clients
Individual Life and Medical Schemes
Administration and Support
Our Services
Business Assurance
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.
Retirement Planning
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.
Estate And Will Planning
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.
Investment Planning
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)..
Employee Benefits Solutions
Group life, disability schemes and retirement schemes.
Medical Schemes
Medical aid solutions and administration.
We partner with a range of professional product providers.
Contact us
Monday to Thursday 08:00 – 16:00 Friday 08:00 – 15:00
0114633675
admin@knfs.co.za
Bryanston Gate Office Park, Corner Curzon and Main Road, Block 1, 2nd Floor, Office 1005, Bryanston, Sandton
Postnet Suite 231, Private Bag X033, Rivonia, 2128