Rockfin

Rockfin Wealth Management operates under the Transformation Capital Group and is a registered FSP.

Over the past three years, the company has consolidated several financial planning practices into their new brand. Its primary focus is to provide high-net-worth clients with personal planning, investment management, financial advisory, and fiduciary services.

Financial solutions for clients - personalised and rewarding

Rockfin aims to be a client-centric and professional advisory organization, offering independent products and solutions designed for today’s consumers. The company strives to help clients choose a flexible, individualized, and rewarding financial path.

Rockfin adopts a proactive and empathetic approach to meet the financial requirements of their clients. Additionally, they offer specialized financial solutions to businesses to cater to employee benefits, and financial solutions for private business owners, executives and their shareholders.

A leader in diversity and inclusion

Rockfin is a fully compliant BBBEE company, unequivocally supporting equal opportunities for all value-generating staff within the company.

The company selects and employs staff based on merit and ability alone, ensuring that people from disadvantaged groups receive equal opportunities and consideration when applying for a job. Rockfin operates with the highest standards of compliance and integrity.

Unleashing the power of knowledge

Rockfin Wealth Management stands out from its competitors by using innovative technology to provide its clients with exceptional service. Their approach is centered around knowledge, providing clients with regular updates on industry-specific changes, regulatory and compliance updates, and product updates to help them make informed financial decisions.

Rockfin also uses the latest financial planning tools and technologies to ensure compliance and transparency in their business process.

They have embraced the digital world in all aspects of their business, including marketing and administration, and operate in a paperless environment. Rockfin's customized solutions enable them to stay ahead of the game and engage with clients to ensure their financial success. Clients can easily access information on their financial landscape and work towards their financial goals with ease.

Rockfin Income Insurance recognises that your salary is one of your most valuable assets, and that unexpected events like disability, illness, or retrenchment could threaten your ability to provide for your family.

With Rockfin's tailor-made plans, you can protect your income and ensure that your family's financial needs are taken care of, no matter what life throws your way.

Advantages of choosing Rockfin to secure your income

One of the reasons to choose Rockfin Income Insurance is the peace of mind you get from working with trusted and credited advisors. Rockfin Wealth Management and MyFin Financial Services are partnered with over 60 product providers locally and internationally, giving you access to a wide range of options and expertise. You can trust that Rockfin's advisors will help you navigate the complex world of income protection insurance and find a plan that meets your unique needs and budget.

Another advantage of Rockfin Income Insurance is the low insurance premiums, making it an affordable option for protecting your income. With a variety of plans to choose from, including Indemnity Value Plans, Agreed Value Income Plans, Individual Funded Plans, Superannuation Plans, and Company Funded Plans, you can find coverage that fits your lifestyle and financial goals.

Income protection plans tailored to you

With the different plans offered by Rockfin, you can be sure to get a plan that suits your specific needs. For example, the Indemnity Value Plans provide coverage for professional fees to administer a deceased estate, while Agreed Value Income Plans offer a predetermined amount of coverage regardless of your income at the time of claim.

Additionally, you can opt for a Superannuation Plan to ensure you have a monetary fund to pay out pension benefits when you become eligible, or a Company Funded Plan where your employer contributes a portion of the premium. Overall, Rockfin Income Insurance provides you with the flexibility to create a plan that fits your needs and budget.

More services to help you achieve your financial goals

Rockfin Wealth Management offers a range of services and expertise to help clients achieve their financial goals. The company provides financial advisory services, including estate planning, wills management, trusts, and fiduciary services. Investment planning, retirement planning, tax planning, budget and cashflow management, international structuring, and offshore banking are also among the financial advisory services provided by Rockfin.

For personal cover, Rockfin offers medical aid, health insurance, gap cover, life insurance, disability cover, income protection, and critical illness cover. In addition, the company offers personal insurance options such as vehicle insurance, house contents insurance, homeowners and property insurance, all risk insurance, personal liability cover, and value-added benefits.