CFBS helps clients to lead their best lives through expert financial planning.

Providing you with complete
financial and business solutions

Welcome to CFBS

CFBS is committed to providing you with financial and business solutions that are both unbiased and sound.

We take great pride in getting to know you and your finance and business affairs in order to offer you a service that is personal and where you are more than just a client.

CFBS is a group of financial advisors and business analysts, who are passionate about business, finance and providing peace of mind through the in depth knowledge and analysis of financial and business circumstances for clients.

We believe in building a personal relationship with our clients by creating custom made solutions, regularly reviewing these solutions and utisiling the wide knowledge base within our team.

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Our Services

WILLS

Your last will and testament is one of the most important documents you will ever sign during your lifetime.

ESTATE PLANNING

Estate planning is the arrangement of an estate in terms of which the planner’s objectives in dealing with the assets and liabilities are achieved.

TRUSTS

A Trust can be established in your will in order to hold and administer assets on behalf of a beneficiary.

INVESTMENTS

Investing or saving money is key to achieving the goals you have set in life.

RETIREMENT PLANNING

Retirement planning is key if you want to enjoy your retirement.

BUSINESS CONTINUITY

You have spent years building up your businesses, and yet it can take only a few seconds to fall into financial hardship.

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Your Partner in Wealth Solutions

Get in touch with us today to start your journey to financial security.

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