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Sirius Financial Navigation

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Sirius Financial Navigation

Profile:

Sirius provides our clients with a holistic financial service that includes:

   Investments (Financial Planning and Asset Management)
   Life Insurance
   Risk Insurance (Short Term and Health)
   Tax Planning and Compliance
   Fiduciary Services: Wills, Trust Formation and Administration, both locally and offshore.

Overview:

Our team consists of highly motivated and qualified professionals. All our financial advisors’ are qualified CERTIFIED FINANCIAL PLANNER® professionals and members of the Financial Planning Institute (FPI). The CFP® professional mark is the highest recognition in financial planning worldwide. By combining knowledge, skills and experience we are able to offer appropriate advice and provide superior service to our clients. We focus on helping our clients achieve their financial goals. Our financial planning expertise assists our clients in making the right investments so as to enjoy a stress-free retirement by safe guarding and growing their wealth.

At Sirius we help you to navigate the often complicated financial decisions that you must make and steer you towards the best solutions for your financial success.

Why Choose Us
1 SERVICE
At Sirius we want to ensure long term successful relationships with our clients. We consider your unique financial needs, circumstances and goals. We actively monitor your financial portfolio and give you personalized service.

2 INDEPENDENT
As we are privately owned, we are independent of any bank and insurance company. We have contracts with all the major investment houses and negotiate the best possible terms for our clients. Our advice is objective and based on what is best for you.

3 PROFESSIONAL We are a licensed financial services provider and thereby FAIS compliant. All of our advisors are CFP® professionals having obtained the highest qualification for financial planning. We are members of the Financial Planning Institute (FPI) and registered with the Financial Services Board (FSB). Our advisors continue to further educate themselves with all relevant new legislation and seek to impart their wealth of knowledge to their clients.

Vision:

   To achieve and sustain a reputation for exceptional customer satisfaction.
   To participate in, and contribute to, improving the general quality of life in South Africa.
   To attract top staff and foster their development through integrity of purpose and the provision of a stimulating, nurturing and rewarding working environment.
   To establish long-term committed relationships with associate companies that identify with our values, objectives and work ethics.
   To be in control of our own destiny as far as it is possible to be and to ensure that our clients' desired financial goals are timeously achieved.

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