Financial Services
Securing your financial future
Aurora Sky Financial provides comprehensive and personalised financial solutions to help you achieve your financial goals.
We understand that managing your finances can be a demanding and time-consuming task. That's why our team of experienced financial advisors is dedicated to providing you with objective and unbiased financial advice that's tailored to your unique financial situation.
We believe that financial planning is an ongoing process that requires careful consideration, attention to detail, and a deep understanding of your personal and financial goals. Our team of skilled professionals works with you to develop a customised financial plan that aligns with your goals, whether you want to save for retirement, pay for your child's college tuition, or purchase a second home.
Our services include investment planning, retirement planning, tax planning, risk management, and estate planning. We work with a range of investment vehicles, including stocks, bonds, mutual funds, ETFs, and alternative investments, to create diversified portfolios that align with your risk tolerance and investment objectives.
At Aurora Sky Financial, we are committed to providing you with transparent, objective, and ethical financial services. We take pride in our reputation for integrity and professionalism, and we believe that honesty and transparency are the foundation of our success.
We invite you to get in touch and learn more about our comprehensive financial planning services. If you have any questions or would like to schedule a consultation with one of our financial advisors, please don't hesitate to contact us. We are here to help you achieve your financial goals and secure your financial future.
We have a range of products in South Africa like, Unit Trusts, Endowments, Retirement Annuities, Living Annuities and Tax-Free Investments to name a few, and we specialise in Offshore Investments in hard currencies ranging from Unit Trust Investments or Endowments to Discretionary or Bespoke Share Portfolios, once again depending on your and you family needs
Products & Services
Financial Plan
We understand every Individual or business needs are different and therefore we first conduct a full financial needs analysis, understanding your goals, while assessing your risk profile, before recommending a product or solution to match your needs. We attest to ‘Holistic Financial Planning’ looking at all your assets and income, planning for the now and future.
Offshore Investing
We realise that many South Africans have emigrated or plan to emigrate which can be very stressful and uncertain decision, and with our many years of experience we can help cater for their specific needs by setting up offshore solutions to help grow your wealth internationally
Investment Management
Tax-Free Investments
Unit Trusts
Endowment Policies
Life Policies
Share portfolio’s
Offshore Unit Trusts, Offshore Share Portfolio’s and Offshore Endowments.
Fixed Guaranteed funds and Guaranteed Income plans
Structured Products (in South Africa and Offshore)
Estate Planning
This is something we consider essential to any financial Plan. This could be as simple as a Will or various more complex structures like Trusts and multiple Wills both in SA and Offshore
Retirement Planning
Pre and post Retirement Planning with a full range of specialist retirement products like
Retirement annuities, Pension funds, Provident Funds and Preservation Funds and Living Annuities.
Reviewing your portfolio
Any good Financial Plan needs to be reviewed constantly and be able to adapt to the changing environment. We are constantly reviewing our clients portfolio's and will make recommendations that we believe will improve our clients desired outcomes and goals.
Contact
Like what you see? Get in touch to learn more.