Rainer Boshoff Financial Services

Our independence ensures holistic financial planning for your whole family.

Rainer Boshoff Financial Planner

Rainer Boshoff

We believe in long-term financial planning, involving the whole family.

Our objective is to provide you with a holistic financial plan, encompassing every aspect of your financial situation, by sourcing the best possible products for your specific needs. This holistic planning approach helps build your legacy, a legacy that can be proudly passed on from generation to generation.

Having been in the financial industry for over two decades, as a team we have extensive experience and knowledge in all areas of financial planning. After completing my B.Com, I furthered my qualifications by obtaining Certified Financial Planner (CFP) status, which is seen as the top academic qualifications in Financial Planning.

We work in affiliation with the IWealth and Amity Groups, which also have extensive years of experience in the managing and execution of investment planning.

Hannetjie Steenkamp

Hannetjie Stark

I have been working for the IWealth Group since September 2015.

I handle all Group Benefit queries (including pension and medical aid) as well as the billings for these funds. I will also assist you with client portfolio summaries.

Alicia de Goede

Alicia de Goede

I have been working for the IWealth Group since February 2016.

I manage Rainer's diary and appointments.
You will also receive regular mails from me, regarding news of the industry.

Johann Boshoff

Johann Boshoff

I am a 74-year old retired Financial Planner. My role in the company is to canvas clients and arrange appointments for my son, Rainer Boshoff, who is also a qualified Financial Estate Planner.

I am a reborn Christian and love my family very much.

 

 

Jos Kriel

Jos Kriel

I joined Rainer Boshoff Financial Services (Pty) Ltd in March 2016 and have been in the life insurance industry since 1998.

As the Client Liaison Officer I am responsible for all client queries and all policy service queries, which is an enormous undertaking with our large clientele; ensuring that we attend to your own needs and requests.

I am also responsible for the Will and Testament department and work closely with the various call centres in order to assist you efficiently and timeously.

I believe that building a relationship with every client and keeping clients happy and satisfied is important.

Annelize Nicolsen

Annelize Nicolsen

I have been working in the life insurance industry since 1988. I joined Sanlam Head Office and worked in various departments gaining valuable experience. In April 2009 I joined Rainer.

I am responsible for allocating tasks as well as general office administration. I submit all the new business at our practice and it is my responsibility to make sure that our clients files adhere to the Masthead compliance requirements.

We are a fully Independent Financial Firm with multiple product providers

And we believe in delivering exceptional client experiences

We believe that sustainable and successful financial planning is deeply and intrinsically linked to your personal dreams and goals. That's why, in partnership, we assist you to identify your financial goals and craft a strategic financial plan for your family. We take the time to educate and research suitable options for your plan and design a client specific solution.

We engage with you and encourage you to towards making informed decisions that lead to the effective and efficient implementation of your financial plan. All of this is done in a continued effort to maintain the utmost priority your family's best financial interests and to deliver professional services with integrity, objectivity and due diligence.

We protect the confidentiality of all client information and remain fair in all of our professional relationships. We constantly maintain the knowledge, skills and abilities of our team to provide you with exceptional service and financial advice.

"You'll never experience inner-peace until your daily behaviour is in concert with your most deeply held values."

Financial Services

Legacy Financial Planning

Estate Planning

Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!

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Wills and Trust Planning

Trusts perform a crucial role in protecting your assets; and Wills need to be worded very carefully to avoid confusion and misunderstanding during an already emotionally difficult time. The correct establishment and careful management of these plans form an important function in the fortification and protection of your legacy.

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Corporate Benefits

Medical Cover & Gap Cover

We are able to advise on a wide and diverse range of Medical Cover and Gap Cover products that will suit almost any budget. These products range from cover for basic hospital stays through to full, comprehensive medical aids that cover consultations with doctors, medication, glasses and other medical expenses.

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Retirement Planning and Provision

The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.

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Personal Risk Cover

Life Cover

You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.

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Critical Illness

These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.

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Disability & Income Protection

Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?

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Retrenchment Cover

Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.

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Short Term Insurance

There are certain unforeseeable and often unavoidable risks that go hand-in-hand with the ownership of property, assets and valuables. Our short term insurance provides protection from unexpected loss and damage to your possessions and assets.

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Investments

Strategic Investment Planning

When it comes to investing, it’s important to have a diverse portfolio. Expert knowledge and extensive investment options allow you to truly choose the very best products available to you. Investments completely tailored to who you are and where you want to go.

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Tax Free Accounts

Some people are unaware of the benefits that a tax free savings account offers and their ability to create tax-free income. This type of account, when utilised correctly, can protect you from tax liabilities and add value to your retirement.

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"Families are like branches on a tree, we grow in different directions yet our roots remain as one."

Testimonials

"The goal isn't to live forever, the goal is to create something that will."

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