WELCOME TO SCHOEMANS FINANCIAL SOLUTIONS
An independent financial services provider that strives to give our clients the best financial solutions to suit them. Please contact us or feel free to stop at our office for a coffee to discuss your specific financial needs in detail.
Services
we offer our business clients and professional personal clients a wide range of specialised financial services, tailored to their specific needs, in line with appropriate and independent financial advice.
We all want to enjoy our lives and what it has to offer and life does have a lot to offer. Each one of us can live our own lives as we please and pursue our own goals and dreams. The good unfortunately comes with the bad and life can throw us some heavy punches when we least expect it or when we least can afford it.
That is why we create solutions that go in line with our client’s needs to ensure we protect and care for the wonderful people and things life offers us and quite frankly what we are dependent on. Your spouse and children, your financial independence and your income, we look at how we can cover you and your family against these unforeseen circumstances.
Life cover or Life Insurance
This will provide cover for your funeral and estate cost, cover outstanding debt and provide for your family or business when you have passed on.
Disability Cover
Temporary or Permanent
Income Protection
- Temporary or Permanent disability,
- Retrenchment,
- Pregnancy,
- Loss of ability to earn income.
Severe Illness cover
On diagnosis of one of up to 45 defined severe illnesses of wich cancer and heart attacks are the highest claims category, also known as dread disease cover.
We all dream to own that perfect house, car or even a jetski and of course the beach house on the South Coast. Remember the excitement of moving into that house or car you dreamt about. We want to protect these assets and make sure that if the elements we are exposed to in our day to day lives take a bite at our hard worked for belongings that you can claim back what has been taken. We offer specialised cover for Car and Household Insurance, Property Cover, Accidental Damage.
Owning a business is privilege and very exciting and can also be very stressful and require a high level of involvement. We understand this and also know that any business big or small has multiple dynamics to keep abreast of. One of these areas are the owners and employees of the business and their families that are dependant on the success and longevity of your business.
Therefore we offer a wide range of solutions to ensure that your business it’s owners and it’s employees are covered against all areas of risk, these solutions include:
Key Person Insurance
Ensures the business limits financial loss when a person that plays a key role in the business passes on or can not fulfil their duties.
Buy and Sell Agreements
Covers the business against Directors/Shareholders that pass away or can not fulfil their duties anymore.
Commercial Insurance
Covers the business assets in specialised fields of asset protection for businesses.
Employee Benefits
Employees are a asset to your business and we offer solutions to assist them in the event of death, disability, severe illness, education protection and retirement.
We believe that it is important to cover yourself and your assets against unforeseen circumstances but it is equally important that we assist our clients with increasing their asset base to pave a path for financial growth and to assist in providing financial independence at retirement so that your can enjoy your golden years.
We offer solutions for our clients in these areas with a wide range of options to provide for Lump sum investments, Education provision savings, Specific savings goals and all areas of retirement planning pre and post retirement.
Unit Trusts
Endowments
Retirement Annuities
Annuity income plans
Pension / Provident preservation funds
Are you looking for a loan to buy a new home or investment property? We can assist you in finding the best loan through our well established system.
Negotiating a home loan can be a complicated and time-consuming process, where a successful application isn’t always guaranteed. We will ensure that, not only will you stand a much higher chance of having your home loan application approved, you’ll get the best suitable deal too.
We also take care of the whole process for you, from providing you with the best insurance solutions right through to assisting with your property transfer, just one call.
Contact us for a free consultation or pre qualification.
Medical Aid
We offer specialised solutions for our clients with regard to selecting the appropriate medical aid for them and also providing solutions for medical aid short fall cover (GAP Cover)
We would suggest that you contact us to do a medical aid needs analysis for you and determine what would be the best medical aid solution for you.
We can offer you specific and comprehensive tax and accounting services ideal for your personal or business needs and make sure that your financial portfolio is synchronised with your tax and accounting portfolio. This adds great value to our clients and saves a lot of time and money.
Our Tax and Accounting services include:
Accounting & Auditing
- Monthly Accounting Services
- Accounting Valuations
- Management Accounts and Solutions
- System Controls
- Business Consultations
- Financial Statement Audit (Statutory)
- Assurance Services
- Forensic Accounting and Investigations
- Internal Audit
- Litigation Support & Dispute Services
- Special Purpose Audit Reports
- Agreed Upon Procedures
Other
- Black Economic Empowerment (BEE) certificate
- Trust, Wills and Administration of Estates
- Payroll Services
Taxation
- Tax Advice and Planning
- Tax Management
- Tax Compliance
- Structuring of Remuneration Package
- Capital Gains Tax
- Corporate Tax
- Indirect Tax
Secretarial Services
- Formation of Companies and Close Corporations
- All changes on Companies and Close Corporations
- Maintenance of Statutory Records
- Company Secretary
We are an independent financial services provider that strives to amid continuous industry changes still offer our clients a wide range of independent financial solutions tailored to their specific needs.
Our slogan is “we care” This means we care for the professional relationship with our clients, their families and their businesses, we work on building these relationships on a ongoing basis. We care about the work we do and the quality of our service.
Founder and Director of Schoemans Insurance and Financial Solutions Jannie Schoeman has over 10 years experience in retail sales and retail management and over 7 years experience in the financial services industry.
He recognised that clients trust you with one of their most valuable assets in their lives, their finances and this makes financial services a area of personal focus and detailed attention. We therefore value the trust relationship with our clients with the highest regard.
The Hillsong Africa Foundation is a non-profit organization that was born out of the charity arm of Hillsong Church in Cape Town, South Africa.
Hands on Africa is committed to providing for the basic needs of orphans and widows suffering from injustices; to equip and train local pastors and leaders and to reach out to the lost where they can be discipled.
Social
Our slogan is “we care” we care for our clients, the people we work with and we care for our community. We believe in development especially the development of our children and youth. We have selected two organisations that look after the community in this way and we support them in any way we can.