Rockfin

Rockfin Financial Advisory offers South Africans at all stages of their lives holistic financial advisory and wealth management services.

Getting professional financial advice, whether you’ve just graduated and are starting your career or whether you’re approaching retirement is crucial to ensuring you reach your goals and experience the financial success you deserve.

Products and services that focus on growth

Rockfin has a range of products and services that are focused on helping you build wealth and financial security for yourself and your family. They will help you put together a financial plan to get you from where you are to where you need to be and will make use of their extensive panel of partners to provide you with the products and services that will help you do it.

A division of Transformational Capital Group

Rockfin is a division of Transformational Capital Group (TCG) which offers expert solutions in the private equity, IT, and financial services industries and has more than 120 years of combined experience. With a focus on wealth management and financial planning, TGC has developed a powerful reputation among individuals and large corporations.

One of the ways that TCG continues to attract customers is through the implementation and integration of innovative technologies that allow them to offer more value at greater speeds and efficacy.

Rockfin’s aim, philosophy, and approach

Rockfin who is a level-4 BBBEE contributor aims to remain a client-centric company that delivers only the highest quality products and services with optimism, confidence, and compassion.

Their approach to helping high-net-worth individuals achieve their goals is based on merging personal financial planning and advice with investment management and fiduciary service of the highest calibre.

Industry-leading partnerships

Rockfin has partnered up with some of the biggest and most trusted financial services providers including Liberty, Old Mutual, Hollard, Weathport, Sygnia, Investec, Discovery, and Momentum (to name but a few). They leverage these partnerships to bring you a comprehensive range of products and services to suit all of your needs and ensure you achieve all your goals in good time.

Rockfin, who is a registered financial services provider, can assist you in achieving peace of mind by taking out an affordable yet efficient income protection plan that will have your back should things take a turn for the worst.

As a primary breadwinner, your monthly income is crucial to ensuring you and your family are able to maintain your current lifestyle and maintain your desired level of financial growth. From your mortgage and car payments to your medical insurance and school fees, your salary covers the highest expenses and takes care of you and your family – so you should give it the attention it deserves.

What happens if you lose your income

If you were no longer receiving your monthly income, how long would you be able to maintain your current lifestyle? Would you have to dig into your savings and lose a chunk of your retirement savings? By taking out income protection insurance you protect your current lifestyle and financial trajectory against the unexpected and enjoy the peace of mind that you deserve to have.

Types of income protection plans

• Indemnity value plans: will pay out a set amount to cover the administration fees for your deceased estate.
• Agreed value income plans: Set an income amount with your insurer and know exactly what you’ll get if you ever have to claim.
• Individual funded plans: A highly flexible plan that lets you choose exactly what you want to cover for (and what you don’t!).
• Superannuation plans: A fund that pays out benefits once you’ve reached a certain age or infirmity.

In addition to the above Rockfin can also arrange company-funded plans where you pay a portion and your employer pays the balance.

Why take out Income protection

Income protection insurance can become a crucial part of your financial plan and will ensure that you are prepared for a wide range of possibilities in a way that will ensure you can stay on your feet even when your primary source of income has been cut off.