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MAGDALENA BOTHA
-- Loxfin - yesterday today tomorrow portfolio manage
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Pretoria MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Group Schemes
- Business Assurance
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Investments with money personality analysis, business continuance, pension funds, retirement planning, life and disability planning.
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TOM NEL
-- Tom Nel Insurance Brokers
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Centurion MAP |
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| Services: |
- Retirement Planning
- Life and Disability Assurance
- Investments
- Short term insurance
- Group Schemes
- Business Assurance
- Estate Planning
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Commercial and Personal Short-term insurance. Body Corporates and Home Owners Associations. Life Risk Products and complete financial analyses and planning.
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DEE SUNNY
-- Borland Financial Services - FIRSTGLOBAL GROUP
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Head Office: Durban MAP |
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| Services: |
- Life and Disability Assurance
- Medical schemes
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Medical Schemes, Life & Disability
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MARTIN DE KOCK
-- Ascor Financial Advisors CC
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Persequor Park MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Medical schemes
- Group Schemes
- Business Assurance
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Advanced Post-graduate Diploma (CFP) in Investments (Asset Types and Portfolio Construction and Management)
Comprehensive Wealth Manager
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GRENVILLE SWANEPOEL
-- Uhuru Asset Management
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Centurion MAP |
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| Services: |
- Business Assurance
- Estate Planning
- Group Schemes
- Investments
- Life and Disability Assurance
- Retirement Planning
- Short term insurance
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Wealth creation: Pre- and Post Retirement planning on LISP platforms, discretionary investments, personal share portfolios and hedge fund strategies
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BARRY DU PLESSIS
-- Lleader Insurance Administrators
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Centurion MAP |
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| Services: |
- Short term insurance
- Business Assurance
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Short term insurance
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ELZETTE BRITS
-- Elzette Labuschagne Brokers
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Pretoria East MAP |
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| Services: |
- Business Assurance
- Estate Planning
- Group Schemes
- Life and Disability Assurance
- Medical schemes
- Retirement Planning
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I specialise in estate planning and structuring with special focus on trusts.
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TJAART DU PLESSIS
-- Solutionaire BlueStar ( SANLAM )
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Pretoria/Tshwane MAP |
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| Services: |
- Business Assurance
- Estate Planning
- Group Schemes
- Investments
- Life and Disability Assurance
- Medical schemes
- Offshore Investments
- Retirement Planning
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BlueStar Practice with specialists for Life Insurance, Estate Planning, Investments, Business Assurance and other related needs you might have.
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SHAUN MARSHALL
-- Equifin Centurion - affiliate of the Liberty Group
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Centurion MAP |
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I specialise in all classes of long-term insurance, Health services benefits, Participatory interests in collective investment schemes and Retirement planning.
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CHERYL SALZWEDEL
-- Unicorn Risk Consultants
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Centurion MAP |
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Commercial and domestic insurance with a personal touch.
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MARK WENTZEL (CFP)
-- Xcede Financial Services(Pty)Ltd
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Centurion MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Business Assurance
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Certified Financial Planner with 15 years experience. Specialising in Business Risk & Succession Planning and Personal Risk & Estate Planning.
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WOUTER FOURIE
-- Ascor Financial Advisors CC
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Pretoria MAP |
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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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Certified Financial Planner with Advanced Post Graduate studies in(Investments, Estate Planning & Tax) holistic financial planning, Business Planning & Taxation
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ELSABE SMITH
-- Sanlam - Independent Corporate Solutions
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Lynnwood MAP |
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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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Investments
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FRANCOIS MEYER
-- Pentasure (Pty) Ltd
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Centurion MAP |
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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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The sole purpose of me being a Financial Planner is to help you to become Financially Free as early in your lifetime as possible. 27 years experience say's it!
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ANTON PHILIP DE WET
-- Brokers Incorporated Gauteng
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Monument Park MAP |
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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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All round financial planning for clients in the Free State and Gauteng
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JUANITA COETZER
-- Specialized Portfolio Solutions
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Erasmuskloof MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Business Assurance
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Risk cover - death, disability and Severe Illness benefits, as well as retirement planning and estate planning.
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SIEG PRIGGE
-- Liberty
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Silver Lakes MAP |
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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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Investment Strategist
Holistic, Comprehensive, Planning (full FNA)
Risk (Life) Product comparisons and consolidations
-Hons BCom Gen Man (UNISA
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ESME THERON
-- T & E FinOps (Pty) Ltd
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LUKASRAND, PRETORIA MAP |
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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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We specialise in being your #1 One-stop financial service.
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PATRICIA DU PLESSIS
-- Accredinet Financial Services
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Centurion MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Short term insurance
- Medical schemes
- Group Schemes
- Business Assurance
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CERTIFIED FINANCIAL PLANNER®. Estate, retirement & risk planning. Specialise in Discovery Vitality and it’s value-add. Business assurance and employee benefits.
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THEUNS GREYLING
-- T&E FinOps (Pty) Ltd
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Groenkloof MAP |
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| Services: |
- Estate Planning
- Retirement Planning
- Life and Disability Assurance
- Investments
- Short term insurance
- Group Schemes
- Business Assurance
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Make one call for all your Financial needs
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WILLEM PUNT
-- AGENTSKAP WILLEM PUNT EDMS BPK
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Menlopark, Pretoria MAP |
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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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Facilitation of retirement funds for small to medium companies i.e. risk, administration and trustees, funds portfolio management through professionals. Cover all other areas of financial planning too.
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ARNO BURGER
-- FIDIUS
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Pretoria MAP |
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| Services: |
- Business Assurance
- Estate Planning
- Group Schemes
- Investments
- Life and Disability Assurance
- Offshore Investments
- Retirement Planning
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Arno Burger CFP® Post Graduate in Financial Plannig. Specialising in Investment Strategies, Instruments and ideal blending of Investment Portfolio Structures
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