At Lomas Financial Services we believe that each client has his or her own specific needs and financial goals. We do not subscribe the 'one size fits all' theory when giving advice to our clients. The result is that each client is assessed individually and is provided with a recommendation based on his or her specific circumstances.
Our financial advisors are highly skilled and are accredited with the leading insurance companies which allows them to provide a service as unique as our clients needs.
- Estate planning
- Pre-retirement planning
- Post-retirement planning
- Investments
- Corporate benefits
- Business assurance
- Bond origination
- Life and disability assurance
Through our association with Cameron and Prentice Chartered Accountants (www.campren.co.za) we are able to offer the following services:
- Trusts
- Tax advice
- Auditing
Our FSB number is 32443 and in terms of current FAIS legislation we are fully compliant and make use of external compliance officers.
Guaranteed Investments
Guaranteed returns of 9,4% tax free.
Tax efficient guaranteed income of 9.34%
Property investments
We offer a product with 10% income increasing at 4% per annum and capital growth.
There is also a growth option of 18% per annum.
Mortgage Bonds
Through one of our service providers we are offering interest rates of up to prime less 2.2% on transferring your bond.
Unit trusts
Get access to one of the largest selections of top performing unit trusts with historical performances in excess of 30 % per annum.
