tonie van zyl
Toni van Zyl Financial Services is a licensed financial service providers and advisors.
We are a family business and view our clients as part of our family.

We focus mainly on Financial Planning, Estate Planning, Retirement Planning, Short term Insurance and Budget Planning.


History

Our principal, Toni van Zyl established the business as a brokerage in 1992. Since then we've grown and also specialize in Financial Needs Analysis. This determines each client's personal needs and enables us to view each client as an individual. We value quality way above quantity and want to offer each client a valued proposition. It's important for us to maintain a personal client base.


Training and new legislation

We keep up with current affairs by completing the necessary and additional studies to be able to service our clients effectively. Our compliance officers, Masthead, the largest support network for independent financial advisors in SA, does quarterly audits at our office. It guarantees our clients are serviced efficiently and according to law.


Business Development Summary for:TONI VAN ZYL FINANSIELE DIENSTE BK - FSP Number: 181
About us
PHONE +27 (0) 21 856 2100
"Independent financial service providers whom you can depend on."
"Our mission is the creation & retention of wealth and the protection against financial risks for
each client based on a mutual relationship of trust and integrity."
Marijke Wilkin says:

"Wendell and I would like to thank you for all your hard work, professional service, friendship and for taking good care of our investments. It is such a pleasure to do business with you and your company. It is a sure sign of your professionalism that your company is going from strength to strength."

What do you think about our service?
Please let us know.

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Contact Us | Phone +27 (0) 21 856 2100 | Fax +27 (0) 21 856 4581 | Email info@tvzfinancialservices.co.za | Address: 21 Boundary Road, Gordon's Bay, 7140
We are part of Masthead, the largest support network for independent financial advisors.
CC 97/20955/23 | VAT 4450165438
| Licensed Financial Services Provider | Financial Services Board FSP 181 |
100%
Client Fulfillment
96% Masthead Rating 2014