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THE DIRECTORY OF CHOICETM
A Selection of the Best PRETORIA Financial Advisors

Mnr. Grenville Swanepoel

Grenville Swanepoel

 New generation wealth creation: Pre- and Post Retirement planning on investment platforms, discretionary savings, share portfolios and Hedge Fund strategies

  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Group Schemes
  • Business Assurance
  • Estate Planning


Mnr. Mark Wentzel (CFP)

Mark Wentzel (CFP)

 CFP & Advanced Post Graduate Diploma in Financial Planning. Specialising in Business Assurance, Estate Planning, Investment- & Retirement Planning.

  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning


Old Mutual
#
Pretoria
Featured Financial Advisor

Nomfundo Sithole

 Personal Financial division of Old Mutual specialises on suitable risk cover called Greenlight



Featured Financial Advisor

Cheryl Salzwedel

 Commercial and domestic insurance with a personal touch.

  • Short term insurance


FIDIUS
#
Pretoria
Mr. Arno Burger

Arno Burger

 Arno Burger CFP® Post Graduate in Financial Plannig. Specialising in Investment Strategies, Instruments and ideal blending of Investment Portfolio Structures

  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Offshore Investments
  • Retirement Planning


Mnr. Theuns Greyling

Theuns Greyling

 Make one call for all your Financial needs

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Group Schemes
  • Business Assurance


 Thinavhuyo Ralutemba

Thinavhuyo Ralutemba

 Funeral Covers, Life Covers, Retirement Planning, Investments, Tax Returns and registrations, Financial Statements, Business Plans, Tax Clearance Certificates

  • Retirement Planning
  • Life and Disability Assurance
  • Investments


T & E FinOps (Pty) Ltd
#
LUKASRAND, PRETORIA
Mrs. Esme Theron

Esme Theron

 We specialise in being your #1 One-stop financial service.

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance


 Sieg Prigge

Sieg Prigge

 Investment Planning, Retirement Planning, Full Financial Needs Analysis, Corporate Provident/Pension Funds, Businesses- KeyMan & ShareholderBuy & Sell

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance


Sanlam
#
Monument Park
Featured Financial Advisor

Miguel Ferreira

 Specialized in investments and risk planning.

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance


Mrs. Elzette Brits

Elzette Brits

 Estate Planning. Focus on estate liquidity, sufficient life cover & income replacement & retirement care. Besigheidsversekering vir klein/medium maatskappye.

  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning


 Philip van Rensburg CFP

Philip van Rensburg CFP

 We specialize in auditing, accounting, financial planning, trust planning and tax structures and advice. registered with: SAICA, SAIPA, SAIT, FPI, CFP and IRBA.

  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning


Featured Financial Advisor

Tiaan van Zyl

 Personal Life, Disability and Investment planning as well as Business Assurance.
We also offer a full range of offshore investment options.

  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning


Mrs Dee Sunny

Dee Sunny

 Medical Schemes, Life & Disability

  • Life and Disability Assurance
  • Medical schemes


Mnr Anton Philip De Wet

Anton Philip De Wet

 All round financial planning for clients in the Free State and Gauteng

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance


 Elsabe Smith

Elsabe Smith

 Investments

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance


Featured Financial Advisor

Magdalena Botha

 Financial needs analysis, life and disability planning. estate planning, business continuance, pension funds, retirement planning, Investments

  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Group Schemes
  • Business Assurance