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FinGlobal as an intermediary

By August 25, 2021December 12th, 2022FinGlobal

FinGlobal as an intermediary

August 25, 2021

FinGlobal-as-an-intermediary

Emigration can be a daunting prospect – it can hang over your head like an exciting, yet black cloud. So, where does one even start?  With so many decisions and hoops to jump through, the obvious choice is to obtain professional emigration assistance. When choosing an intermediary company to assist with your emigration needs, you want to be sure you have selected a trustworthy and reliable company capable of handling all your emigration affairs under one roof. Sound like the proverbial unicorn? Well, it’s not! At FinGlobal, we believe in providing sound advice to South Africans across the globe, offering a range of services that complement and support all of your immigration needs. In short, we’re for South African globetrotters, even if they’re not planning on heading back to SA any time soon. See, no unicorns here – just honest, reliable, and accredited advice.

 

FinGlobal

Who is FinGlobal, and how can we help with your emigration needs?

To answer these questions, we need to go back to the very beginning. The business, founded in 2009 with just three staff members offering advice regarding retirement annuities for South African expats, has flourished over the past twelve years. FinGlobal now offers multiple premier financial services drawing on the experience of more than sixty dedicated professionals. All of our cross-border financial services are fully compliant, cost-effective, and efficiently handled.

Check out the list of services FinGlobal can offer:

  • Financial Emigration
  • Retirement Annuity withdrawal
  • Forex
  • Tax Refunds, Clearance & Exit
  • Exchange Control for funds transferred offshore
  • Pension Income, Provident Preservation Funds
  • Inheritance, taxes and international transfers

 

Is FinGlobal for me?

At Finglobal, we tailor our advice to suit the bespoke circumstances of our clients. Our success rate with this tailored service approach is phenomenal and can be vouched for by the 60 000 clients in 105 countries who have used our services. We boast a 100% success rate and can offer convenience and confidentiality all in one place. With such a significant global success rate, it’s no wonder South Africans looking to emigrate trust FinGlobal.

Please don’t just take our word for it. Take a look at some of the great FinGlobal reviews which attest to the same. Clients often comment on our excellent customer service, value for money, caring attitude, expert advice, and efficient communication. At FinGlobal, we put our clients at the forefront of our business. But it’s more than that Finglobal is about educating and supporting our clients regarding all things financial.

We at FinGlobal believe in empowering clients to ask the right questions to make the right decisions regarding their financial and emigration affairs. But, to do this, you need to know what separates excellent intermediaries from mediocre intermediaries. Firstly and most crucially are credentials. It’s imperative when choosing an intermediary that the company has the correct credentials and is governed by the relevant financial authorities. This ensures you and your finances are protected from poor practice and possible fraud. Rest assured at FinGlobal, we are fully accredited, and our list of accreditations is fully accessible for all our clients to review.

 

FinGlobal credentials

  • Licensed Financial Services Provider with South Africa’s Financial Sector Conduct Authority(FSCA), FSP number 42872
  • Registered as an accountable institution with South Africa’s Financial Intelligence Centre (FIC).
  • Compliant with Consumer Protection Act 68 of 2008 and Protection of Personal Information Act 4 of 2013
  • Approved to act as a Treasury Outsourcing Company with the South African Reserve Bank (SARB)
  • Accredited brokers with Old Mutual, Alexander Forbes, Momentum, Stanlib Adviser, Discovery Life – and many more.
  • Member of UEC, Unashamedly Ethical Campaign

The second key component to consider is the knowledge bank the company draws on. In simple terms, the people. Who are you dealing with, and what expertise and knowledge do they have that will be beneficial to your financial emigration? Let’s find out.

 

How is working with FinGlobal best for your emigration?

The FinGlobal team comprises a plethora of expert individuals whose expertise range from chartered accountants, degrees in business leadership, banking, and financial planning to mention a few. Our expert team draws on their many years of experience within their specific sectors of expertise. By working together, this expertise is combined to formulate the perfect Finglobal financial emigration solution our clients require.

We have formed strong partnerships with excellent intermediaries in other countries who can provide immigration advice, financial planning, wealth management, and tax advice. Our partners are based in Australia, New Zealand, United Kingdom, the USA, Europe, and the UAE. These global partnerships ensure our clients have all the guidance they need literally at their fingertips.

 

Cost implications

Cost is the third component of the financial emigration component. Often intermediary fees can be excessive, leaving many feeling they have no alternative but to face the many hurdles of emigration alone. No one wants to be on the wrong side of the law when dealing with taxes, inheritance complexities, and foreign money transfers. That’s why we at FinGlobal believe in total transparency and fair value. We offer fixed pricing for our services and processes with no hidden costs, upfront payments, and no surprise charges. Each client is provided a cost and obligation-free quote based on their unique circumstances and requirements. Once an agreed solution is approved, the quote is accepted, and work commences with payment on completion.

 

Getting in touch with FinGlobal

If you like the reviews and information we’ve shared and would like to get in touch with us, it’s the easiest thing in the world.  Pop into our offices at FinGlobal Hermanus or Finglobal Sandton (by appointment only) for a non-obligatory quote today. While you sit back and destress, we will tailor an immigration plan suited to your needs. If you would prefer to indulge in a little social distancing and do things from the comfort of your home, you can contact us in other ways. You can give us a call on 028 312 2764 or send us an email at info@finglobal.com.

 

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