About My-Fin

360° Finance

The Myfin Story

My-Fin is a registered Financial Services Provider (FSP44462) with the Financial Services Board and division of the Transformation Capital Group (TCG). Our business is about simplifying the complex world of financial services. We do this by not only educating our clients and potential customers, but also making them understand that “Planning their Tomorrow, Today!” is the only guarantee to financial success!

My-Fin’s objective is to be a client centric organization with quality best of breed independent products and solutions designed and aimed at the new age consumer. More and more consumers are driven to the internet and prefer making their own choices, single needs analysis and decisions about their finances. Through technology, financial services is being enabled like never seen before resulting in needs being addressed right now and not in weeks and months.

The My-Fin brand has been created around the synergies and collaboration of several product offerings carefully packaged, to address the full spectrum of financial planning in a basic easy to understand process and manner of products and services or as a suite all on-line.

We are well-positioned in the industry with over 100 years of collective wisdom, managerial and consulting experience to ensure that clients have a selection of the best analysed and hand picked products and services across the full financial planning spectrum. We endeavour to assist clients in choosing an individualised, flexible and rewarding financial path and will always strive to approach our client’s financial needs with confidence, enthusiasm and care.

With proven success in the South African market, our vision is to continue to make these vital products and services accessible and affordable to the appropriate emerging markets now and in the future who have not had easy access to the benefits of our product and solution range before.

Our Aim

To be a professional advisory, client-centric organisation with quality best-of-breed, independent products and solutions, designed for mature as well as modern day consumers.

Our Philosophy

We endeavour to assist clients in choosing an individualised, flexible and rewarding financial path. We will always strive to approach our client’s financial needs with confidence, enthusiasm and care.

Our Approach

The combining of personal planning disciplines, investment management, financial advisory and fiduciary services, directly for the benefit of high net-worth clients, remains a key focus area

Fully Compliant Level 4 BBBEE

My-Fin is a truly South African company who unequivocally supports Equal Opportunities for all value generating staff within My-Fin, ensuring that staff are selected and employed on merit and ability alone: no other considerations. We focus on ensuring that those candidates from disadvantaged groups are given equal opportunity to and consideration when, applying for vacancies.

OUR PARTNERS

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