A fresh and innovative take on financial services.

WELCOME

Reflect Financial Services is an independent and dynamic financial services group registered with the Financial Services Board (FSB) and the Financial Intelligence Centre (FIC). Through our various strategic partnerships with major Banks, Asset Managers and Insurers we boast a truly bespoke and unbiased financial services solution to the individual as well as to any type of business.

Our offering can broadly be summarised as follow:

 

Wealth Creation

▪     Investments

▪     Cash Management

▪     Corporate Benefits

▪     Foreign Exchange

 

Wealth Protection 

▪     Business Assurance

▪     Individual Risk Assurance

▪     Short Term Insurance

▪     Wills and Estate Planning

 

Financial Advice

As Independent Financial Planners we truly advise in the best interest of our clients and pride ourselves in providing the best and most appropriate financial services solution the industry has to offer! Our Financial Planners all follow the "6 step financial planning process" as laid down by the FPI as best practice for Financial Planners.

Please complete a meeting request, to schedule an appointment for a comprehensive analysis of your financial needs and expert advice!