Mission:  (mi'∫ən)

As an individual you are special and should not be treated like a number. This has resulted in my determination to deliver excellent client service on a personal level. I am able to access a broad spectrum of products and can present you with many options to fulfil your financial needs now and for the future. I work strictly according to the code of ethics set out by the Financial Services Board of South Africa. These ethics include conducting business with the utmost transparency, good faith and integrity.  This is done in full compliance with the stipulations of the FSB Constitution as well as the Insurance Act.  Financial Services Provider Code of Conduct

Vision: (vi'ʒən)

Phoenix Trust is a family-owned private business and our client-base consists of institutions and individuals who lead a responsible lifestyle, who care for their well-earned assets, and who want to protect them.  As such, we at Phoenix Trust have a vision of growing with our clients and their needs. Needs arise as circumstances change and flexibility should be first and foremost in the assurance industry.  Roll with the punches, or get out of the ring!

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"If you don't do it excellently, don't do it at all. Because if it's not excellent, it won't be profitable or fun, and if you're not in business for fun or profit, what are you doing there?" ~Robert Townsend

Linus Schietekat t/a Phoenix Trust Financial Planning pride ourselves on excellent service and we renew this undertaking, to you our clients and prospective clients, for 2017!

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