I am the Financial Adviser

I am the Financial Adviser Financial Freedom and Planning - to be covered when a life changing event happens

About Danie Oberholzer and EQFin Financial Services

Danie Oberholzer is a financial adviser and is committed to provide clients both Individual and Companies with great service and advise

At EQ Fin we see ourselves as the custodian of your financial future and the holder of your direction. This customer centricity approach to Financial Planning ensures a high level of interaction and relationshi

p building with our clients. We are an accredited Liberty Life Franchise and use this platform to offer our clients a full spectrum of solutions spanning individual financial planning, business financial planning and corporate benefit structures. Our Approach

The business of Financial Planning is one in which we strive to position our clients to be completely financially independent of all life changing events. In order to achieve this goal our approach is to get to know our clients, understand their drivers and needs, have a clear view of their objectives and to allow our clients the opportunity to make informed decisions. Our business philosophy is to generate the most appropriate, tailor made solutions for our clients. We value strong and profitable relationships, integrity, delivering a sound professional service, and the value of the brands we represent. As a partner, EQ.Fin offers our clients the opportunity to be truly valued, easy and convenient access to accredited and professional advice, to be better informed, easy access to information, online product transacting and a world class product selection. Our product solution package is selected from the best of breed offerings from Liberty and STANLIB.

17/10/2015

Ten reasons why financial planning is important

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals.

Here are ten powerful reasons why financial planning – with the help of an expert financial advisor – will get you where you want to be.

1.Income: It's possible to manage income more effectively through planning.

2.Cash Flow: Increase cash flows by carefully monitoring your spending patterns and expenses.

3.Capital: An increase in cash flow, can lead to an increase in capital.

4.Family Security: Providing for your family's financial security is an important part of the financial planning process. Having the proper insurance coverage and policies in place can provide peace of mind for you and your loved ones.

5.Investment: A proper financial plan considers your personal circumstances, objectives and risk tolerance.

6.Standard of Living: The savings created from good planning can prove beneficial in difficult times.

7.Financial Understanding: Better financial understanding can be achieved when measurable financial goals are set, the effects of decisions understood, and results reviewed.

8.Assets: A nice 'cushion' in the form of assets is desirable.

9.Savings: It used to be called saving for a rainy day. But sudden financial changes can still throw you off track.

10.Ongoing Advice: Establishing a relationship with a financial advisor you can trust is critical to achieving your goals.

For an obligation free consultation contact Danie Oberholzer on (011) 030-3601 / 072 698 1435 alternatively inbox me on [email protected]

07/09/2015

Why need Life Insurance?

A life insurance policy allows you to provide the right security for your family in case of your unfortunate absence. As you are the sole bread earner of the family, an untimely demise can cause them severe financial distress. While no amount of money can ever replace a person, life insurance gives you the peace of mind, knowing that your family will have the right financial support to continue living in case of your absence.

Life insurance is a long-term financial instrument that works as a financial backbone to fulfill your family members’ financial needs at important milestones even in your absence. Most importantly, it allows the family to pay off any mortgage, liabilities, medical expenses or loans, so that these liabilities don’t cause an additional burden to them. It is therefore important, to choose an insurance policy that allows your family to continue the same kind of lifestyle and cherish the wonderful memories that come along.

For an obligation-free consultation contact Danie Oberholzer on (011) 030-3601 or 072 698 1435 or alternatively email me on [email protected]

30/08/2015

Humility is the true key to success. Successful people lose their way at times. They often
embrace and overindulge from the fruits of success. Humility halts this arrogance and
self-indulging trap. Humble people share the credit and wealth, remaining focused and hungry to continue the journey of success.

Rick Pitino

25/08/2015

What is Financial Planning
Financial planning is the process of meeting your
life goals through the proper management of
your finances. Life goals can include buying a
home, saving for your child’s education or
planning for retirement.
The general financial planning process includes:
Gathering relevant financial information
Setting life goals
Examining your current financial status
Coming up with a strategy or plan for how you
can meet your goals given your current situation
and future plans and reviewing this on an on-
going basis.

For an obligation free consultation please inbox or email me on [email protected] or contact me on (011) 030-3601 or 072 698 1435

25/08/2015

What is Financial Planning
Financial planning is the process of meeting your
life goals through the proper management of
your finances. Life goals can include buying a
home, saving for your child’s education or
planning for retirement.
The general financial planning process includes:
Gathering relevant financial information
Setting life goals
Examining your current financial status
Coming up with a strategy or plan for how you
can meet your goals given your current situation
and future plans and reviewing this on an on-
going basis.

For an obligatio free consultation, contact Danie Oberholzer on (011) 030-3601 or (072) 698-1435 or inbox or email me on [email protected].

14/08/2015

The amount of money that a person has in his bank account is not determined by his starting capital but by his knowledge about money and his ability to manage it properly.

Sunday Adelaja

13/08/2015

The only way you will ever permanently take control
of your financial life is to dig deep and fix the root
problem.
Suze Orman

13/08/2015

The only way you will ever permanently take control of your financial life is to dig deep and fix the root problem.

Suze Orman

13/08/2015

To achieve what 1% of the worlds population has (Financial Freedom), you must be willing to do what only 1% dare to do..hard work and perseverance of highest order.

Manoj Arora,

12/08/2015

Well, I think that there's a very thin dividing line
between success and failure. And I think if you start
a business without financial backing, you're likely to
go the wrong side of that dividing line.

Richard Branson

12/08/2015

Ten mistakes to avoid on life and disability cover

In times of trauma or grief, you and your loved ones should not have to deal with the stress of being denied disability benefits or having a life policy payment rejected or delayed.

“Ensuring that you are paid when you call on life or disability coverrequires a little more than just paying a monthly premium”
consumers to be aware of the following pitfalls when taking out or maintaining a life and disability policy:

Failing to disclosure all relevant information on your application

Policy holders should fully disclose any previous medical conditions when applying for life and disability cover.

Life cover is meant to provide financial security for your family when you die. Similarly, disability cover needs to ensure that you and your dependents are able to maintain your lifestyle should you not be able to perform your current job.

For an obligation free quote contact Danie Oberholzer on (011) 030-3601 or 072 698 1435 or inbox me

05/08/2015

There are dozens of excuses that people use for not saving for retirement. And they all sound good. In fact, you probably have a few of your own. Rather than add fuel to the fire, in this article, we'll give you four reasons why you should save for retirement.

Excuses Vs. Reasons
Excuses are just justification for not doing what we know we should be doing or should have done. Therefore, you should save for retirement because:

1. You don't want to rely on the welfare system to finance your retirement years.
2. You won't to have to live with your children just because can't afford to live on your own.
3. Saving in a tax-deferred account reduces your income taxes.
4. Saving in a tax-deferred account produces a compound effect on your return-on-investments.

Secure a FREE no obligation consultation with Danie Oberholzer today.

Inbox, call, sms or whatsapp on 072 698-1435
email : [email protected]

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Sandton
2032

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Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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