About FernCo Financial Services
Jaco van den Berg is the director of Fernco Financial Services and found the company in 2019. Jaco holds a Bcom Degree in Economics and Risk management. With his background in trading on international markets for many years he can help clients choose the right financial product to cover a certain risk.
We are committed to give advice that is to the clients advantage and not the adviser's commission account. We believe that the success in the industry lies in serving clients with excellent service long after any policy was taken out. No policy will truly achieve the goal it was taken out for if someone does not look after it for years to come.
We strongly believe that the secret to the recipe for success is hidden in the equal treatment of the small individual policy holder and the big corporate paying thousands in premium.
Our Process
Analyzing your financial situation is crucial in the advice giving process. Clients will get the most out of their financial planning by committing to a needs analysis. This will give you a bird's eye view of your situation and will allow an adviser to present you with the best solutions for your situation and dreams.
Financial needs analysis
Help you to know exactly how much life, dread disease and disability cover you need.
Also assist you to get a picture of how much you must save in order to have the retirement you deserve.
Set your goals and start small
Rome was not built in a day, and if it was built in a day it would not look like it do today.
You start with what you can and you priorities that which is important in your situation - that is why it is so important to do a full needs analysis.
Review your plan regularly.
No plan is cast in stone. Life change and unexpected things happen - like 2020!
You have to adapt your plan from time to time and you should not get disheartened - that is why it is important to have someone by your side.
You don't ever arrive.
Your financial journey never ends - that is why it is so exiting. The day you pass on - you trust that which you have built over a life to your loved ones to create generational wealth.
