BORLAND FINANCIAL SERVICES GROUP
Personal/Individual Services
Financial Planning
General personal financial planning and advising
Investment Planning
Investment planning and investment management and administration
Retirement Planning
Retirement planning and investment and tax planning at retirement
Risk Planning
Personal risk planning and advising covering all aspects of risk cover including life assurance and medical/healthcare cover
Estate Planning
Estate and succession planning including the drafting of relatively simple Wills
Administration and Management
Specially for private clients and trusts which involves the general co-ordination of issues outside of our financial services
business consulting Services
Business Assurance
Including business continuation plans, contingent liability cover, buy-sell insurance and
key man cover
Medical/healthcare consulting
For corporates and small to
large businesses
Employee Benefits
Including small pension and provident funds with and without risk benefits for individual members
We are holistic financial planners and partners to our clients
Borland Financial Services Group was established in 1985. Mike Borland and Sarah Crone are the shareholders and directors of the business with 55 years of financial services industry experience between them.
Our Values
Our business has been built on trust and we have kept trust as the cornerstone of the relationships between the business owners, the team members, our product providers and most importantly our clients. We offer a very personal service, providing our clients and their families with bespoke financial solutions.
Our Team
We have a highly skilled and competent advisory and administrative team with an average term of service of 15 – 20 years. Tammy Loots and Dee Sunny sit with Mike and Sarah on the management team. Tammy is an Investment Wealth Manager and Dee is a Risk and Healthcare specialist.
Our Financial Partners
Borland Financial Services Group is one of 5 shareholders in FG Investment Partners which is a national network of independent financial advisors and FG Asset Management which provides our clients with local and global investment solutions.
Our Credentials
We are an authorised Financial Services Provider, licenced with the Financial Services Conduct Authority of South Africa. We hold a Category 1 and a Category 2 Financial Services Provider licence.