ITSHE Finance
Helping you succeed through wealth management
Our Business
We specialise in the implementation of holistic and personal planning to achieve your financial goals, providing valuable knowledge and guidance along your journey to financial wellness.
Direction & Vision
Itshe Finance wishes to develop alongside all clients, to assist with their growth and to be able to provide guidance as clients move from strength-to-strength.
Mission & Strategy
To provide service excellence to our clients by creating value in their personal & business lives by applying the concepts of risk management, efficiency, convenience, innovation and technology application.
Key to Success
Our key objectives are empowering you to protect yourself, your dependants, your businesses and employees from unexpected life events. Secondly, providing a service to develop wealth creation via networking, businesses and investments.
Services Offered
At Itshe Finance we will manage your wealth by:
• Financial needs and goal planning
• Pre- and Post-retirement Planning
• Structuring new Investments
• Existing Investment management practices
At Itshe Finance we will protect your wealth by:
• Life, Illness and Disability Assurance
• Risk Planning
• Short-term Insurance
• Corporate Employee Benefits
• Wellness and Vitality benefits
• Corporate Benefits
• Income Tax advice
• Healthcare Planning
Services Return (ROI)
Our focus is to ensure that when the unexpected in life happens you are financially independent enough to meet any challenge without having to make a compromise on your or your businesses future goals.
Industry Experience
Within the Itshe group our directors have 24 years industry experience and we have a dedicated team of support staff who offer excellent service. They provide an invaluable resource to us and our clients.
Brendon Stone
Brendon received his BCOM and has completed his final year of a Post Graduate Diploma in Financial Planning at Nelson Mandela Metropolitan University.
Jon-Paul Raper
Jon-Paul received his BCOM and has completed his final year of a Post Graduate Diploma in Financial Planning at Nelson Mandela Metropolitan University.