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a selection of
Financial Advisors in CAPE TOWN and areas surrounding CAPE TOWN
A SELECTION OF THE BEST CAPE TOWN FINANCIAL ADVISORS.
KATE BROWN  --  Fiscal Private Client Services (Pty) Ltd
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance

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.
OKKIE SLABBERT  --  Independent Portfolio Management Group
Somerset West      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Wealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk
PIETER WHITE  --  Old Mutual
Western Cape RSA      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Business Assurance

The best Risk solutions, phylosophy of simplicity, clarity and certainty for clients.
LISA GRIFFITHS  --  En Avant Financial Services
Pinelands      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Specialised, comprehensive guidance and counselling preparing for, and at the time of retirement. Written reports provided.
GRANT ALEXANDER  --  Private Client Holdings (Pty) Ltd
Claremont       MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Share Portfolio Management; Investment and Retirement Planning; Tax and Estate Planning
LILIAN  CALITZ  --  Lilian Calitz and Associates
Pinelands       MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Group Schemes
  • Business Assurance

Financial Planning for Post Graduate Professionals and
Local and Offshore investment portfolio management.
EDWARD SHABANGU  --  Sanlam Life
Bellville            
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Risk Insurance 1. Life Cover 2. Disability Cover 3. Funeral Cover 4. Accidental Cover
PRESTON PRETORIUS  --  Old Mutual
Stellenbosch      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning

Investments, Short term & Business Assurance, Estate planning, Buy and sell agreements.
IVAN MOSKOFF  --  Ivan Moskoff Financials (Pty) Ltd
Somerset West      MAP   
Services:
  • Retirement Planning
  • Investments
  • Offshore Investments
  • Business Assurance
  • Life and Disability Assurance

Specialist Bespoke Service | Limited Client Practice
SHAUN BURROW  --  Capital Financial Planning
Cape Town       MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Wealth Management/Creation Practice. Preference towards self employed professionals & business owners. Non-standard, technical advice & queries
MARK MACSYMON  --  Private Client Holdings (Pty) Ltd
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Investment and Retirement Planning; Share Portfolio Management.
MAGDALENA BOSMAN  --  Old Mutual
Table View      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Business Ins, Estate Planning, Retirement planning, Investments, Life, Disability and Trauma Assurance, Savings, Retrenshment benefits, Funeral Cover, Wills.
CHARLENE  MEIRING  --  Charmeir Consultants
Port Elizabeth      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

We provide our clients with sound financial advice, specializing in Lifestyle Planning and Medical aid schemes in South Africa.
BRIAN WINTER  --  Bay Willow Investments CC
Cape Town      MAP   
Services:
  • Offshore Investments
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning

Investment Planning: Local and Offshore
HENNIE VENTER  --  Old Mutual
Durbanville      MAP   

Estate planning and wills, with focus on liquidity in estate. Retirement planning from early age and reinvestment of retirement money. Special risk needs.
STEVE WEISS  --  Weiss & Associates
Parklands      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.
ANDREW RATCLIFFE  --  Private Client Holdings (Pty) Ltd
Claremont       MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Investment, Retirement and Estate Planning, Tax and Share Portfolio Management
ANDRIES BURGER  --  Thura Broker Services
Stellenbosch            
Services:
  • Short term insurance
  • Business Assurance

Farm Insurance, Personal Lines, Contractors All Risk Insurance, Commercial Insurance, Guest Houses, Restaurant & Coffee Shops
BRIAN GROOM  --  Groom Investment Consulting cc
Edgemead      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Estate Planning

Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice
SIMON MARAIS  --  Liberty Life
Century City      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Retirement Planning, Employee benefits, Business assurance, key man, buy and sell, dread disease
DEBBIE NETTO  --  Netto Invest CC
Cape Town      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
JENNY HALL  --  Financial Insight and Guidance cc
Tamboerskloof      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

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.
GENÉ  SCOTT  --  Quoin Wealth
Foreshore, Cape Town      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Financial Life Planning Retirement Planning
TONY MURPHY  --  Newel Financial Services
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Broad based Financial Consulting
ANDREW  FLEDERMAN  --  Fledermans
Welgemoed      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning

General Practitioner, and Business Assurance and Group Schemes
FRED  WATERMEYER  --  Watermeyer Financial Services
Welgemoed      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning

Income protection, Estate planning, Drafting of Wills, Retirement Planning, On/Offshore Investments
MARTIN VAN ZYL  --  WMD CONSULTANCIES CC
Wellington      MAP   

Financial Advise
BRYAN LEACH  --  Private Client Holdings (Pty) Ltd
Claremont      MAP   
Services:
  • Life and Disability Assurance
  • Estate Planning
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Retirement Planning

Investment and Retirement Planning – especially setting up and optimising Living Annuities – structure, appropriate funds and cost effectiveness
RONNIE ELS  --  TVC Wealth and Finance
Tygervalley      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Business Insurance, Estate Planning
ABDURAGMAAN DAVIDS  --  EBSA Consulting
Cape Town      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

MICHAL CALITZ  --  Impact Financial Consultants
Durbanville      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning

Investment, wealth creation and financial planning.
KENNY WILLIAMSON  --  Q-tique 186 (Pty) Ltd Financial Services
Milnerton/ Century C      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Life Assurance and business assurance (Keyman and buy and sell policies).Medical aid through Discovery Health Medical Aid.
MKHULULI NGXUMZA  --  Ngxumza Financial Services
Mandalay      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Group Schemes
  • Business Assurance
  • Estate Planning

We do a holistic Financial Planning
GARETH LANGE  --  Private Client Holdings (Pty) Ltd
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Investment and Share Portfolio Management
THEMBELANI LOMBO  --  LL Debt Rebate (Pty) Ltd
Cape Town      MAP   

Will like to provide all round financial advice more especially to the life and disability assurance side as more of pur clients really needs life covers.
MICHAEL JONKER  --  Old Mutual
Milnerton/Table View      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Estate Planning
  • Short term insurance
  • Business Assurance

Life Insurance, Investments, Retirement planning, Short Term Insurance, Buy & sell agreements, Key person insurance, Commercial short term insurance,
MARIUS CARSTENS  --  INSURANCE PARTNERS
Oakdale      MAP   
Services:
  • Group Schemes

Group Funeral Insurance for businesses, churches, funeral schemes etc.
LESYL POTGIETER  --  BRENTHURST WEALTH MANAGEMENT (PTY) LTD
Tygervalley, Cape-N      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Wealth Advisors. Independent Investment Advice. Professional CFP, qualfied CA(SA). Investment funds portfolio construction & ongoing review. QROP-IFA.
CRAIG  TORR  --  Crue Consulting
Pinelands      MAP   
Services:
  • Short term insurance
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Estate Planning
  • Medical schemes
  • Group Schemes
  • Business Assurance

Crue Consulting is a fully independent lifestyle financial planning practice. We are committed to delivering world class financial planning advice and service.
GREGORY  WELCOME  --  Insurewell Financial Advisors
Parow      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Group Schemes
GAVIN VAN DYK  --  Fiscal Private Client Services (Pty) Ltd
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance

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.
TREVOR MEEHAN  --  Private Client Holdings (Pty) Ltd
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

COMMERCIAL SHORT TERM INSURANCE and EMPLOYEE BENEFITS SOLUTIONS.
ALAN MEWETT  --  Investassure
Hout Bay      MAP   

Provident Funds ~ Medical Aids ~ Retirement Planning ~ Investment Planing ~ Risk Analysis ~ Short term ~ Finacial Planning
NICO-JAN FOURIE  --  4e Financial Services
Durbanville      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Etate Planning, Business Assurance, Medical Schemes
GARETH DAVIES  --  Private Client Holdings (Pty) Ltd
Claremont      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Share Portfolios, Financial Planning and Group Schemes
KEITH THYSSE  --  WEALTH & ASSET FINANCIAL SERVICES
Pinelands      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning

Personal Financial Planning
MORNE BEZUIDENHOUT  --  Netto Invest CC
Cape Town      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Personal Investment and Retirement Planning.
Disability and Life Assurance.
Estate and Retirement Planning.
ROGER KING  --  The One-Stop Financial Services Bureau
Edgemead      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning

ALAN FERGUSON  --  Private Client Holdings
Claremont      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Share Portfolio Management
OCKERT KRUGER  --  Dalys & Associates
Riebeek Wes      MAP   
Services:
  • Short term insurance

We specialise in all areas of LDV’s and HCV’s as well as GIT
IAN JAMES BEERE  --  Netto Invest CC
Cape Town      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
FRANZ SMIT  --  free financial advice .co.za
Milnerton      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Group Schemes

We specialise in Wealth creation and protection. Our aim is to serve the middle income group with the best free advice in Cape Town. Perfect for group schemes
STEPHEN  HANSSEN  --  Riverstone Insurance
Rondebosch            
Services:
  • Short term insurance

Short-term insurance: Business, corporate and industrial segments. Motor fleets including trucking, shuttles, car hire companies.
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FEATURED FINANCIAL ADVISORS
bullet NICO-JAN FOURIE
Mr. Nico-Jan Fourie
Nico-Jan's Specialisation:
Etate Planning, Business Assurance, Medical Schemes
Nico-Jan is on
Dial Code: 021  		Broker details
bullet SHAUN BURROW
Mr. Shaun Burrow
Shaun's Specialisation:
Wealth Management/Creation Practice. Preference towards self employed professionals & business owners. Non-standard, technical advice & queries
Shaun is on
Dial Code: 021  		Planner info
bullet MARTIN VAN ZYL
Featured Financial Advisor
Martin's Specialisation:
Financial Advise
Martin is on
Dial Code: 021  		Broker info
 
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