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KEITH THYSSE -- PROMARK FINANCIAL SERVICES
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Maitland
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Short term insurance
- Medical schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Personal Financial Planning
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GAVIN VAN DYK -- Fiscal Private Client Services (Pty) Ltd
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Claremont
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
- Estate Planning
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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.
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LILIAN CALITZ -- Lilian Calitz and Associates
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Pinelands
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Financial Planning for Post Graduate Professionals and
Local and Offshore investment portfolio management.
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ALAN FERGUSON -- Private Client Holdings
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Claremont
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Share portfolio management.
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JENNY HALL -- Financial Insight and Guidance cc
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Tamboerskloof
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
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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.
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KENNY WILLIAMSON -- Swiss Financial Consulting cc
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Century City
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| Services: |
- Life and Disability Assurance
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Specialise in Discovery products. Discovery Health, Discovery Life, Discovery Invest, Discovery Group Life and Discovery Vitality.
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IVAN MOSKOFF -- Ivan Moskoff Financials (Pty) Ltd
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Somerset West
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| Services: |
- Business Assurance
- Estate Planning
- Group Schemes
- Investments
- Life and Disability Assurance
- Medical schemes
- Offshore Investments
- Retirement Planning
- Short term insurance
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Financial Advisors Fields of Specialisation:
Comprehensive Personal Financial Planning Service, including Assurance, Investments, Retirement, Medical, Offshore.
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BRIAN WINTER -- Bay Willow Investments CC
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Cape Town
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| Services: |
- Short term insurance
- Medical schemes
- Business Assurance
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Estate Planning
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Financial Advisors Fields of Specialisation:
Investment Planning: Local and Offshore
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MORNE OOSTHUIZEN -- Legacy Wealth
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Belville
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Estate Planning
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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
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MARTIN VAN ZYL -- Dux Solutions
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Paarl
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Financial Advice
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ANDRIES BURGER -- Thura Broker Services
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Stellenbosch
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| Services: |
- Short term insurance
- Business Assurance
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Financial Advisors Fields of Specialisation:
Farm Insurance, Personal Lines, Contractors All Risk Insurance, Commercial Insurance, Guest Houses, Restaurant & Coffee Shops
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ANTHONY PAITAKI -- Sanlam
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Cape Town
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Estate Planning..Business assurance..Life, Disability & retirement
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KATE BROWN -- Fiscal Private Client Services (Pty) Ltd
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Claremont
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
- Estate Planning
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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.
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QUINTIN MATTHEWS -- Glopin Healthcare Consultants
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Tyger Valley
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Medical schemes
- Group Schemes
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Financial Advisors Fields of Specialisation:
Employee benefits
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LISA GRIFFITHS -- En Avant Financial Services
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Pinelands
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Specialised, comprehensive guidance and counselling preparing for, and at the time of retirement. Written reports provided.
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GREGORY WELCOME -- Insurewell Financial Advisors
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Parow
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Group Schemes
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ANDREW RATCLIFFE -- Private Client Holdings (Pty) Ltd
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Claremont
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Investment and Retirement Planning, Tax and Share Portfolio Management.
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GARETH DAVIES -- Private Client Holdings (Pty) Ltd
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Claremont
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Share Portfolios, Financial Planning and Group Schemes
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OKKIE SLABBERT -- Independant Portfolio Management Group
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Somerset West
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Employee benefits/Group Retirement funds, Investments,
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SILVERIUS DA ROCHA -- Umanyano Portfolio Management (Pty) Ltd
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Kuils River, Western Cape
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| Services: |
- Short term insurance
- Life and Disability Assurance
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Financial Advisors Fields of Specialisation:
Risk management encompassing all classes of commercial insurance and personal lines
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FRED WATERMEYER -- Watermeyer Financial Services
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Welgemoed
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
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Financial Advisors Fields of Specialisation:
Income protection,
Estate planning,
Drafting of Wills,
Retirement Planning,
On/Offshore Investments
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OCKERT KRUGER -- Dalys & Associates
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Riebeek Wes
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Financial Advisors Fields of Specialisation:
We specialise in all areas of LDV’s and HCV’s as well as GIT
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CORNELIA BARBER -- GRL Financial Services CC
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Table View, Cape Town
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| Services: |
- Life and Disability Assurance
- Investments
- Medical schemes
- Group Schemes
- Business Assurance
- Retirement Planning
- Estate Planning
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Financial Advisors Fields of Specialisation:
I have a very personal approach to my clients financial planning. I make a difference because I care.
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GRANT ALEXANDER -- Private Client Holdings (Pty) Ltd
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Claremont
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Share Portfolio Management, Investment and Retirement Planning, and Tax.
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STEVE WEISS -- Weiss & Associates
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Parklands
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Medical schemes
- Group Schemes
- Business Assurance
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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.
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MICHAL CALITZ -- Impact Financial Consultants
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Durbanville
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
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Financial Advisors Fields of Specialisation:
Investment, wealth creation and financial planning.
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IAN JAMES BEERE -- Netto Financial Services
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Cape Town
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| Services: |
- Retirement Planning
- Estate Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Personal Investment and Retirement Planning. Disability and Life Assurance. Estate and Retirement Planning.
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CRAIG TORR -- Crue Consulting
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Pinelands
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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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.
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BRIAN GROOM -- Groom Investment Consulting cc
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Edgemead
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| Services: |
- Estate Planning
- Retirement Planning
- Investments
- Offshore Investments
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Financial Advisors Fields of Specialisation:
Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice
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ROGER KING -- The One-Stop Financial Services Bureau
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Edgemead
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
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DEBBIE NETTO -- Netto Financial Services
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Cape Town
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
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SUNELLE VAN ZYL-BRIERS -- Affluence financial solutions
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Bellville
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
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Financial Advisors Fields of Specialisation:
A Certified Financial Planner operating in the professional market, specialising in wealth management, investment planning & Tax advisory.
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CHARLES MCALLISTER -- Sabre Wealth Management
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Claremont, Cape Town
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
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Financial Advisors Fields of Specialisation:
Holistic Financial Planning,
Investment and Retirement Planning,
Foreign Exchange Services,
Offshore Investments
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GUSTAV POTGIETER -- Aurum Trust
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Somerset West
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Our company has specialists in different fields to help solve our clients needs. Securing your health and wealth.
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WIMMO DE KOCK -- PSG Konsult ’Paarl/Wellington’
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Paarl
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Holistic financial planning specialising in Investment planning and management, Estate and Retirement planning and Life and Disability insurance.
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CHRISTO MALAN -- Ictus Financial Services
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Bellville
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| Services: |
- Estate Planning
- Investments
- Life and Disability Assurance
- Offshore Investments
- Retirement Planning
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Financial Advisors Fields of Specialisation:
Investments, Wealth Creation, Retirement Planning, Financial Planning - Establish long term relationship with clients to achieve financial goals.
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DARREN MAGNUSSEN -- Exbuscon Financial Services
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Kenilworth
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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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.
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STEPHEN HANSSEN -- Riverstone Insurance
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Tokai
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Financial Advisors Fields of Specialisation:
Short-term insurance: Business, corporate and industrial segments. Motor fleets including trucking, shuttles, car hire companies.
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NICO-JAN FOURIE -- 4e Financial Services
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Durbanville
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
Etate Planning, Business Assurance, Medical Schemes
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ABDURAGMAAN DAVIDS -- EBSA Consulting
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Cape Town
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| Services: |
- Group Schemes
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Short term insurance
- Medical schemes
- Business Assurance
- Estate Planning
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Financial Advisors Fields of Specialisation:
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TONY MURPHY -- Newel Financial Services
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Claremont
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Offshore Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Financial Advisors Fields of Specialisation:
Broad based Financial Consulting
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