|
 |
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 |
|
|
|

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 |
|
|
|

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 |
|
|
|

Short-term insurance: Business, corporate and industrial segments. Motor fleets including trucking, shuttles, car hire companies.
|