Investment Management

Investment Management

Let My-Fin assist you in getting your Investment World going!
Retirement Planning

Retirement Planning

Learn the definitive steps to take, to retiring Financially Free.
Education Planning

Education Planning

Start Early with our specific planning leading up to your child’s Future Education.
Tax Planning

Tax Planning

Did you know SARS can help you fund retirement?” – and other invaluable tips.
Estate Planning

Estate Planning

Avoid undue burdens to your loved ones… keep your estate planning up-to-date.
Cash Flow Management

Cash Flow Management

Learn how to budget: “If you fail to plan, you plan to fail!”
Risk Management

Risk Management

Let us help determine your Risk Profile and assist with your Risk Management.

About Us

All About My-Fin

My-Fin  is a registered  Financial Services Provider (FSP44462) with the Financial Services Board and a division of Transformation Capital Group (TCG). Our business is about simplifying the complex world of financial services. We do this by not only educating our clients and potential customers, but also making them understand that “Planning their Tomorrow, Today!” is the only guarantee to financial success! Read More…

Financial Services Spectrum

Or, What We Do (and can do for YOU)

 

Financial Planning Needs Management [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/long-term-investments/” class=”product-landscape”]

Long Term Investments [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/medium-term-investments/” class=”product-landscape”]

Medium Term Investments [/su_lightbox] [su_lightbox src=”https://wwws.my-fin.co.za/product-landscape/wealth-creation/short-term-investments/” class=”product-landscape”]

Short Term Investments [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/asset-protection/” class=”product-landscape”]

Asset Protection [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/risk/” class=”product-landscape”]

Risk [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/health/” class=”product-landscape”]

Health [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/” class=”product-landscape”]

Wealth Creation [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/” class=”product-landscape”]

Wealth Protection [/su_lightbox]

Product Landscape [su_lightbox src=”https://www.my-fin.co.za/process/tax-planning/” class=”process”]

Tax Planning [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/budgets-cashflow/” class=”process”]

Budgets and Cashflow [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/investment-planning/” class=”process”]

Investment Planning [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/retirement-planning/” class=”process”]

Retirement Planning [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/estate-planning/” class=”process”]

Estate Planning [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/risk-management/” class=”process”]

Risk Management [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/financial-planning-abbr/” class=”process”]

Financial Planning [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/monitor-plan/” class=”needs-management”]

Monitor Plan [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/implement-plan/” class=”needs-management”]

Implement Plan [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/create-plan/” class=”needs-management”]

Create Plan [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/analyze-data/” class=”needs-management”]

Analyze Data [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/gather-data/” class=”needs-management”]

Gather Data [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/set-goals/” class=”needs-management”]

Set Goals [/su_lightbox]

Needs Management Process [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/long-term-investments/” class=”product-landscape”]

Long Term Investments [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/medium-term-investments/” class=”product-landscape”]

Medium Term Investments [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/short-term-investments/” class=”product-landscape”]

Short Term Investments [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/asset-protection/” class=”product-landscape”]

Asset Protection [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/risk/” class=”product-landscape”]

Risk [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/health/” class=”product-landscape”]

Health [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-creation/” class=”product-landscape”]

Wealth Creation [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/product-landscape/wealth-protection/” class=”product-landscape”]

Wealth Protection [/su_lightbox]

[su_lightbox src=”https://www.my-fin.co.za/process/tax-planning/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/budgets-cashflow/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/investment-planning/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/retirement-planning/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/estate-planning/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/risk-management/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/process/financial-planning-abbr/” class=”process”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/monitor-plan/” class=”needs-management”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/implement-plan/” class=”needs-management”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/create-plan/” class=”needs-management”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/analyze-data/” class=”needs-management”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/gather-data/” class=”needs-management”] [/su_lightbox] [su_lightbox src=”https://www.my-fin.co.za/needs-management/set-goals/” class=”needs-management”] [/su_lightbox]

Our News & Articles

News, Articles, Anything of Interest

 

T-day and what it means for your tax refunds

Retirement reforms that come into effect on 1 March (T-Day) could hold several important benefits for South Africans.The Government is updating the 2013 Taxation Laws Amendment Act, specifically now the 2015 Tax Amendment Acts 23 and 25.It is simplifying and...

read more

Rockfin Wealth Management

Rockfin Wealth Management have entered into a definitive transaction with Infinity Strategic Solutions a leading Cape Town Financial Planning practice that originally started in Gauteng some 14 years ago. The acquisition of the clients and books of business from...

read more

Announcement

Rockfin Wealth Management subsidiary of Transformation Capital Group are pleased to launch their own model portfolios managed by Momentum Investments on their behalf. Model portfolios provide a simple, cost effective means of appointing an expert investment manager to...

read more

Contact Us

We'd Love to Hear from You!

 

Tel 087 135 4102  |  Fax 086 471 4676

CAPE TOWN PHYSICAL ADDRESS

Suite G2, Ibis House
The Estuaries, Oxbow Crescent
Century City, Cape Town 7441
Western Cape
South Africa

 

GAUTENG PHYSICAL ADDRESS

Office F15, The Workspace
140A Kelvin Drive
Morningside Manor
Sandton, Gauteng
South Africa

 

POSTAL ADDRESS

Postnet Suite 148
Private Bag X3
Bloubergrant 7443
Western Cape
South Africa

 

SEND US A MESSAGE

[caldera_form id=”CF555d094c63d4b”]

My-Fin Financial Services

Suite LG10, The Workspace
140A Kelvin Drive
Gallo Manor, Sandton
Gauteng, South Africa

My-Fin Financial Services

Suite G02, Ground Floor, Ibis House
The Estuaries, Century City, Cape Town 7446
Western Cape, South Africa