to you What does your money to you? mean Find out more Current Expenses Future Dreams Protection
(your health, is your
greatest asset!)
to your family What does your money to your family? mean Let's chat Travel Independence Legacy to your business What does your money to your business? mean Let's chat Continuation plan Employee benefits Risk mitigation

Rainer Boshoff Financial Services

We work in concert with you to help you achieve the best life possible with the money you have.

Organization

Bringing order and organization to your life and your finances helps you know exactly where you are. We look at what you need to keep, and what you need to release, in order clean the slate and have the best journey forward.

Accountability

Many people are able to make plans, but few are able to follow through. Helping you achieve your goals, your commitments, your desire to give back and to protect your family and your future is how we remain accountable to this journey.

Objectivity

Financial decisions can be highly emotional - in our partnership, we will help you see and hear the truth (even if it's hard!) and keep you from making emotional decisions that may harm your future financial position.

Proaction

We work with you to help you anticipate life's transitions and ensure that you are financially prepared as possible. This is a proactive planning strategy rather than a reactive strategy.

Education

Together we will explore what specific knowledge you will need in order to succeed in your unique situation.

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.

Rainer Boshoff

Annelize Nicolsen

Johann Boshoff

Jos Kriel

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.

FINANCIAL SERVICES

I am able to offer independent advice on all your risk protection, fiduciary and investment planning needs

"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."

Contact Us Today

Contact Us Tel : (021) 851 9466
E-mail: rainer@rbfd.co.za
SEND US AN EMAIL BOOK A CONSULTATION VIEW MORE
Staff Email Rainer Boshoff
rainer@iwealth.co.za

Annelize Nicolson
annelize@iwealth.co.za

Jos Kriel – Policy Services – any policy related query
office1@iwealth.co.za

Alicia de Goede – Rainer personal related information
office2@iwealth.co.za

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