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roof repair leaks brooklyn Rainer Boshoff | Independent Wealth & Financial Planning
Holistic financial solutions FOR THE WHOLE FAMILY Helping you build A RESILIENT LEGACY FOR GENERATIONS TO COME
Rainer Boshoff Financial Services
Our independence ensures holistic financial planning for your whole family.
We believe in long-term financial planning, involving the whole family.
Our objective is to provide you with a holistic financial plan, encompassing every aspect of your financial situation, by sourcing the best possible products for your specific needs. This holistic planning approach helps build your legacy, a legacy that can be proudly passed on from generation to generation.
Having been in the financial industry for over two decades, as a team we have extensive experience and knowledge in all areas of financial planning. After completing my B.Com, I furthered my qualifications by obtaining Certified Financial Planner (CFP) status, which is seen as the top academic qualifications in Financial Planning.
We work in affiliation with the IWealth and Amity Groups, which also have extensive years of experience in the managing and execution of investment planning.
I have been working for the IWealth Group since September 2015.
I handle all Group Benefit queries (including pension and medical aid) as well as the billings for these funds. I will also assist you with client portfolio summaries.
Alicia de Goede
I have been working for the IWealth Group since February 2016.
I manage Rainer's diary and appointments.
You will also receive regular mails from me, regarding news of the industry.
I am a 74-year old retired Financial Planner. My role in the company is to canvas clients and arrange appointments for my son, Rainer Boshoff, who is also a qualified Financial Estate Planner.
I am a reborn Christian and love my family very much.
I joined Rainer Boshoff Financial Services (Pty) Ltd in March 2016 and have been in the life insurance industry since 1998.
As the Client Liaison Officer I am responsible for all client queries and all policy service queries, which is an enormous undertaking with our large clientele; ensuring that we attend to your own needs and requests.
I am also responsible for the Will and Testament department and work closely with the various call centres in order to assist you efficiently and timeously.
I believe that building a relationship with every client and keeping clients happy and satisfied is important.
I have been working in the life insurance industry since 1988. I joined Sanlam Head Office and worked in various departments gaining valuable experience. In April 2009 I joined Rainer.
I am responsible for allocating tasks as well as general office administration. I submit all the new business at our practice and it is my responsibility to make sure that our clients files adhere to the Masthead compliance requirements.
We are a fully Independent Financial Firm with multiple product providers
And we believe in delivering exceptional client experiences
We believe that sustainable and successful financial planning is deeply and intrinsically linked to your personal dreams and goals. That's why, in partnership, we assist you to identify your financial goals and craft a strategic financial plan for your family. We take the time to educate and research suitable options for your plan and design a client specific solution.
We engage with you and encourage you to towards making informed decisions that lead to the effective and efficient implementation of your financial plan. All of this is done in a continued effort to maintain the utmost priority your family's best financial interests and to deliver professional services with integrity, objectivity and due diligence.
We protect the confidentiality of all client information and remain fair in all of our professional relationships. We constantly maintain the knowledge, skills and abilities of our team to provide you with exceptional service and financial advice.
"You'll never experience inner-peace until your daily behaviour is in concert with your most deeply held values."
Trusts perform a crucial role in protecting your assets; and Wills need to be worded very carefully to avoid confusion and misunderstanding during an already emotionally difficult time. The correct establishment and careful management of these plans form an important function in the fortification and protection of your legacy.
There are certain unforeseeable and often unavoidable risks that go hand-in-hand with the ownership of property, assets and valuables. Our short term insurance provides protection from unexpected loss and damage to your possessions and assets.
When it comes to investing, it’s important to have a diverse portfolio. Expert knowledge and extensive investment options allow you to truly choose the very best products available to you. Investments completely tailored to who you are and where you want to go.
Some people are unaware of the benefits that a tax free savings account offers and their ability to create tax-free income. This type of account, when utilised correctly, can protect you from tax liabilities and add value to your retirement.
Eerstens wil ek vir jou en jou span baie dankie sê vir al julle moeite wat julle aangegaan het om my Discovery polis uitbetaling, uiteindelik tot stand te bring. Was dit nie vir julle nie dan was die lewe vir my en Elsa so bietjie meer gekompliseerd en ons kan vir 'n wyle weer asem haal.
Julle flinke diens en kontakte het my gereeld op hoogte gehou en dit waardeer ek baie van julle. Daar is min ander makelaars wat met soveel entosiasme en dryf hulle besighede vooruit laat strewe en die kliënt altyd op sy gemak laat voel en te laat weet dat julle aan die stuur is van julle besigheid en dit so ook voluit lewe.
1/2 - Francois Joubert
As ek net jonger al die belangrikheid van sekere polisse kon sien en meer aandag daaraan gegee het, sal mens sulke verknorsings kon vermy en beter bewapen wees teen die tekort aan finansies en wat se skielike verandering dit in 'n mens se leefstyl teweegbring.
Ons is mos gemaak van staal en niks kan ons oorkom nie. Hoe verkeerd het ek nie self hierdie houding laasjaar eersteklas aanvaar nie. Dankie dat jy ook nie verwyte voor my gegooi het nie. Jy het my in die verlede probeer reg help maar dit het afgeloop soos water van 'n eend se rug. Jy was egter net reg om te sê:- Kom ons kyk wat kan ons doen. Jou toegewydheid aan my saak het weer lig in my donker tonnel laat skyn en is dankbaar daarvoor. Vir jou en jou span.
2/2 - Francois Joubert
My wife and I have been working with Rainer and iWealth for the past many years, and we are very impressed with his expertise and advice. We would highly recommend him and the iWealth team.
- Rurik and Vera McKaiser
Rurik McKaiser Attorneys and Consulting
Rainer sien al vir baie jare om na my gesin en ander lede van my familie se versekeringsbehoeftes. Sy kennis en ondervinding in die bedryf is diep gevestig. Wanneer ek verneem van ‘n vriend of kollega wat versekeringsbehoeftes het skroom ek nie om Rainer te verwys nie, vir ‘n paar goeie redes. Rainer doen wat hy sê hy gaan doen, hy doen uitstekende analises, en hy stel kliënte se finansiële behoeftes bo sy eie. ‘n Verdere bonus is die voortgesette uitnemende diens deur Rainer se span. Ek sal Rainer vir enige persoon wat erns maak van finansiële beplanning aanbeveel.
- Francois Roux
As vriend is Rainer ‘n lojale mens sonder pretensie. Hy is opreg en die waardes wat hy as man en Pa uitleef, word ook gereflekteer in sy sosiale verhoudinge en vriendskap. Hy bestuur ook tans een van ons finansiele portefeuljes by iwealth maatskappy. Gegewe die eienskappe van die besondere man, glo en weet ek ook dat hy hiervan ‘n sukses sal maak en dat ons fondse in goeie hande is. My beste wense vergesel hom in enige hoedanigheid waarby hy betrokke gaan raak of begin.
- WAJ Gouws
Ek het afgelope paar jaar met Rainer op besigheidsvlak as kliënt te doen gekry maar hom ook leer ken as my kliënt. Beide geleenthede was dit net 'n plesier om met hom te werk. Sy geduld en verstaan van persoonlike omstandighede maak dit gemaklik om met hom saam te werk en kry jy nooit die boodskap dat hy minder kwaliteit tyd aan jou spandeer.
- Bartel Viljoen
Ek kan net getuig van besonderse goeie diens en ondersteuning van Rainer en sy span. Hul dra werklik mens se belange op die hart!
- Karin de Kock
E-mail: rainer@rbfd.co.za SEND US AN EMAIL BOOK A CONSULTATION VIEW MORE Rainer Boshoff
Jos Kriel – Policy Services – any policy related query
Hannetjie Steenkamp – Group Schemes
Alicia de Goede – Rainer personal related information