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a selection of
Financial Advisors in CAPE TOWN and areas surrounding CAPE TOWN
A RANDOM SELECTION OF OUR CAPE TOWN FINANCIAL ADVISORS.
 LISA GRIFFITHS --  En Avant Financial Services
Pinelands           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Specialised, comprehensive guidance and counselling preparing for, and at the time of retirement. Written reports provided.
 STEVE WEISS --  Weiss & Associates
Parklands           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.
 IAN JAMES BEERE --  Netto Financial Services
Cape Town           
Services:
  • Retirement Planning
  • Estate Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
 OKKIE SLABBERT --  Independant Portfolio Management Group
Somerset West           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Employee benefits/Group Retirement funds, Investments,
 STEPHEN  HANSSEN --  Riverstone Insurance
Tokai           
Services:
  • Short term insurance
Financial Advisors Fields of Specialisation:
Short-term insurance: Business, corporate and industrial segments. Motor fleets including trucking, shuttles, car hire companies.
 KEITH THYSSE --  PROMARK FINANCIAL SERVICES
Maitland           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Personal Financial Planning
 BRIAN GROOM --  Groom Investment Consulting cc
Edgemead           
Services:
  • Estate Planning
  • Retirement Planning
  • Investments
  • Offshore Investments
Financial Advisors Fields of Specialisation:
Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice
 GRANT ALEXANDER --  Private Client Holdings (Pty) Ltd
Claremont            
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Share Portfolio Management, Investment and Retirement Planning, and Tax.
 GREGORY  WELCOME --  Insurewell Financial Advisors
Parow           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Group Schemes
 CORNELIA BARBER --  GRL Financial Services CC
Table View, Cape Town           
Services:
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Retirement Planning
  • Estate Planning
Financial Advisors Fields of Specialisation:
I have a very personal approach to my clients financial planning. I make a difference because I care.
 JENNY HALL --  Financial Insight and Guidance cc
Tamboerskloof           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
I specialise in Privately Administered Retirement Funds that use the Separation of Services Model to ensure efficiency of cost and service. All Service Providers are strictly compliant with FAIS and FSB Regulations.
 IVAN MOSKOFF --  Ivan Moskoff Financials (Pty) Ltd
Somerset West           
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning
  • Short term insurance
Financial Advisors Fields of Specialisation:
Comprehensive Personal Financial Planning Service, including Assurance, Investments, Retirement, Medical, Offshore.
 GARETH DAVIES --  Private Client Holdings (Pty) Ltd
Claremont           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Share Portfolios, Financial Planning and Group Schemes
 MORNE OOSTHUIZEN --  Legacy Wealth
Belville           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Estate Planning
Financial Advisors Fields of Specialisation:
Trust owned policies & investments. We provide a free Family Trust & Will to our clients(conditions apply) Personal asset protection through the use of Trusts
 CRAIG  TORR --  Crue Consulting
Pinelands           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Crue Consulting is a fully independent lifestyle financial planning practice. We are committed to delivering world class financial planning advice and service.
 SUNELLE VAN ZYL-BRIERS --  Affluence financial solutions
Bellville           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
Financial Advisors Fields of Specialisation:
A Certified Financial Planner operating in the professional market, specialising in wealth management, investment planning & Tax advisory.
 FRED  WATERMEYER --  Watermeyer Financial Services
Welgemoed           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
Financial Advisors Fields of Specialisation:
Income protection, Estate planning, Drafting of Wills, Retirement Planning, On/Offshore Investments
 DARREN MAGNUSSEN --  Exbuscon Financial Services
Kenilworth           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
How to have up to 55% of your Life policy premiums refunded every 5yrs. How to have your medical aid contribtions less your claims refunded at age 65.
 CHARLES  MCALLISTER --  Sabre Wealth Management
Claremont, Cape Town           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
Financial Advisors Fields of Specialisation:
Holistic Financial Planning, Investment and Retirement Planning, Foreign Exchange Services, Offshore Investments
 ANDREW RATCLIFFE --  Private Client Holdings (Pty) Ltd
Claremont            
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Investment and Retirement Planning, Tax and Share Portfolio Management.
 MARTIN VAN ZYL --  Dux Solutions
Paarl           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Financial Advice
 GAVIN VAN DYK --  Fiscal Private Client Services (Pty) Ltd
Claremont           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
 KATE BROWN --  Fiscal Private Client Services (Pty) Ltd
Claremont           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
 OCKERT KRUGER --  Dalys & Associates
Riebeek Wes           
Services:
  • Short term insurance
Financial Advisors Fields of Specialisation:
We specialise in all areas of LDV’s and HCV’s as well as GIT
 ROGER KING --  The One-Stop Financial Services Bureau
Edgemead           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
 TONY MURPHY --  Newel Financial Services
Claremont           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Broad based Financial Consulting
 NICO-JAN FOURIE --  4e Financial Services
Durbanville           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Etate Planning, Business Assurance, Medical Schemes
 MICHAL CALITZ --  Impact Financial Consultants
Durbanville           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
Financial Advisors Fields of Specialisation:
Investment, wealth creation and financial planning.
 LILIAN  CALITZ  --  Lilian Calitz and Associates
Pinelands            
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Financial Planning for Post Graduate Professionals and Local and Offshore investment portfolio management.
 SILVERIUS DA ROCHA --  Umanyano Portfolio Management (Pty) Ltd
Kuils River, Western Cape            
Services:
  • Short term insurance
  • Life and Disability Assurance
Financial Advisors Fields of Specialisation:
Risk management encompassing all classes of commercial insurance and personal lines
 ANTHONY PAITAKI --  Sanlam
Cape Town           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Estate Planning..Business assurance..Life, Disability & retirement
 KENNY WILLIAMSON --  Swiss Financial Consulting cc
Century City           
Services:
  • Life and Disability Assurance
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Specialise in Discovery products. Discovery Health, Discovery Life, Discovery Invest, Discovery Group Life and Discovery Vitality.
 ANDRIES BURGER --  Thura Broker Services
Stellenbosch           
Services:
  • Short term insurance
  • Business Assurance
Financial Advisors Fields of Specialisation:
Farm Insurance, Personal Lines, Contractors All Risk Insurance, Commercial Insurance, Guest Houses, Restaurant & Coffee Shops
 CHRISTO MALAN --  Ictus Financial Services
Bellville           
Services:
  • Estate Planning
  • Investments
  • Life and Disability Assurance
  • Offshore Investments
  • Retirement Planning
Financial Advisors Fields of Specialisation:
Investments, Wealth Creation, Retirement Planning, Financial Planning - Establish long term relationship with clients to achieve financial goals.
 QUINTIN  MATTHEWS --  Glopin Healthcare Consultants
Tyger Valley           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Medical schemes
  • Group Schemes
Financial Advisors Fields of Specialisation:
Employee benefits
 ALAN FERGUSON --  Private Client Holdings
Claremont           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Share portfolio management.
 GUSTAV POTGIETER --  Aurum Trust
Somerset West           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
Our company has specialists in different fields to help solve our clients needs. Securing your health and wealth.
 ABDURAGMAAN DAVIDS --  EBSA Consulting
Cape Town           
Services:
  • Group Schemes
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
 DEBBIE NETTO --  Netto Financial Services
Cape Town           
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
Financial Advisors Fields of Specialisation:
 WIMMO DE KOCK --  PSG Konsult ’Paarl/Wellington’
Paarl           
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning
Financial Advisors Fields of Specialisation:
Holistic financial planning specialising in Investment planning and management, Estate and Retirement planning and Life and Disability insurance.
 BRIAN WINTER --  Bay Willow Investments CC
Cape Town           
Services:
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Estate Planning
Financial Advisors Fields of Specialisation:
Investment Planning: Local and Offshore
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