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35 York Street
George
6529

ROADMAPFIN.

map your finances

Operates: National

COMPANY DESCRIPTION
Roadmap Financial Services (Pty) Ltd Reg Nr 2001/024299/07 is registered under the South African Companies Act, registered as an Authorized Financial Service Provider (FSP 14803) with the Financial Sector Conduct Authority (FSCA) and Accredited with the Council of Medical Schemes: ORG4219.

The company was re-branded in December 2016 and upgraded its brand exposure in 2020 to Roadmapfin. – map your finances

Its purpose of specializing in Customized and Performance-driven Financial Roadmaps for individuals, corporate and family owned businesses, simplify the process in making personal and business financial related decisions. Further, it eases the implementation, the maintenance and proper revision thereof for the outcome of the expected results and the protection of the things that are close to heart.

We map our road of quality with the Roadmapfin Unmatched Service Profile (RUSP) - A 5-Star customer service: Timely Response to Customer Service Issues is our policy to address requests, questions and concerns in a prompt, comprehensive manner.

Our dedicated team is matured to report in an acceptable turnaround time. They are qualified administration personnel, Data Profilers, Financial Planners, Financial Advisors and Intermediary services with adequate and compliant credentials that assure that all transactions are handled by the highest degree of accuracy, ethics and professionalism.

SERVICES
A. BUSINESS & FAMILY FINANCIAL AND INSURANCE SOLUTIONS : MAP YOUR FINANCES:

1. Income Protection Map for Business-Owner - include Income Protection policy
2. Business Divorced Map when Signing surety - include Contingent Liability solution
3. Succession Map for Key person in business - include Key-man Insurance Option
4. Draw a Line Map for Credit and Debit loan accounts - include Loan Accounts Insurance method
5. Safeguard Map for Business overheads - include Business Overheads Protection List
7. RoadMap for your Financial Wealth Plan products - include Financial Wealth Plan Checklist
8. Estate Plan Master Map for men and women - include Estate Preservation Plan

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