Rockfin

Proudly part of the Transformational Capital Group, TCG, Rockfin is one of the leading financial service providers.

Along with TCG, they're concentrating on their wealth management strategy. They have a special focus on high-net-worth individuals. Therefore they’re combining investment management, financial advising, and fiduciary services to better serve this group of people.

Plan for your financial future

Their team of advisors will help you to build a solid financial plan and they’ll advise you on how you can be better prepared for all your possible future financial needs.

But this isn't all - they want to help you with. If you're just starting, building your assets, or nearing retirement. It's always the right time to consider financial planning and life insurance.

risks to your health. Your best protection against passing away prematurely is to recognise and eliminate or minimise possible hazards, like an unhealthy lifestyle.

Thereafter they’ll help you to put measures in place to avoid major risks. Insurance is the last step in securing the future for your family and yourself.

Rockfin is the best choice you could make

They’re a leader in the field, partnering with some major service providers, namely: Hollard, Sygnia, Momentum, Discovery, Brightrock, Investec, Liberty, and Wealthreport.

A well-structured, professional firm that’s efficient, yet visionary, one of the forerunners of wealth management companies, they’ll spend the time needed to really understand you and what your financial needs are. They’ll make sure that their advice will adequately assist you and your loved ones.

Rockfin is FAIS compliant and its relationship with you'll always meet the standards required by the Financial Services Board. They’re fully licensed by the relevant bodies. They're a real team of leading advisors who genuinely care about you and each other, under founder and Managing Director, Mike Eslick.

At Rockfin they support equal opportunities for all, reflecting the diversity of our country. For example, in August they celebrated their female staff on National Women’s Day.

Aside from this, they choose and appoint their staff based on their ability and merit, taking care to employ candidates from previously disadvantaged groups. With over 120 years of experience, you know your future is in good hands.

Life insurance by Rockfin provides for the financial well-being of your dependents in the future.

You can rest assured that they'll be adequately provided for when you are no longer around. Rockfin will create a unique plan for you, one that suits your budget and the needs of your family.

Their life insurance policy will pay out a tax-free amount after the death of the life-assured person. Plans can also include funeral cover.

Choosing life insurance by Rockfin

• You'll get cover that's comprehensive
• Their advisors are accredited and trustworthy
• Plans are designed ito ease your financial burden

Rockfin offers 3 types of life insurance:

Universal life insurance:

This product is permanent life insurance with an investment savings aspect. It may contain a flexible premium, a fixed premium option ( premiums that are scheduled), or a single premium which is a lump-sum premium.

Whole life insurance:

With this policy, you'll get a rate of return on your cash value portion that's guaranteed. You'll have control over the policy and its initial rates payable. If you change your mind and decide you no longer need or want the policy you can cash it in and receive a payout.

Term life insurance:

This covers your financial responsibilities after you pass away. Whoever you nominate as a beneficiary of the policy can use the money to pay off debts, finish paying off a home loan, pay for your children's education or your funeral costs, etc. There's no limit to what they can spend the money on.

Why is life cover important for all ages

While most people don’t like to think about life insurance because nobody wants to have to plan for a time when they’re no longer around, if you start young, you’ll probably get a much lower premium. You should still be in good health, which equals no exclusions.

For instance, if a healthy, non-smoking woman takes out a policy she could pay around R190 pm. If she waited 20 years, she could end up paying R460 pm.