Let’s Create Wealth & Peace of Mind Together.
Mon - Thu: 8:00am - 4:30pm
Friday:         8:00am - 1:00pm
Saturday & Sunday Closed
27 Mahogany Street, Olympus Estate
Pretoria East, South Africa, 0081
+27 12 809 2993 FSB 4750
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What We Are Good At

LONG TERM: Life, Disability, Trauma, Income Protection, Funeral Benefits, After careful analysis of your current provision we obtain various quotes from Old Mutual, Momentum, Discovery, Sanlam, Liberty, BrightRock, FMI, Altrisk.

INVESTMENTS: With our R320 million in assets under management. We are cleared to assist small as well as the big investors on voluntary monies and compulsory (Pension/Provident/Preservation Funds/ Living Annuity/RA’s/Endowments/Unit Trusts).Allan gray, Itransact, Old Mutual, Momentum, Discovery, Sanlam, Liberty.

SHORT TERM: Corporate and personal cover. Protect your assets and unexpected losses. Products marketed by us include- Mutual & Federal, Santam, Auto & General, Regent, Hollard, Momentum, Discovery, Quicksure and First for Woman

MEDICAL AID: We offer from single to family personal cover via a number of medical aid providers. Group/Corporates are currently managed and administrated by us. Products marketed by us include: Discovery, Medihelp, Momentum, Profmed, Spetramed, Bestmed, Liberty and Fedhealth.

WILLS AND ESTATES: It is always a good thing to ensure your Will in order.

LONG TERM
INVESTMENTS
SHORT TERM
MEDICAL AID
WILLS AND ESTATES

About Us

We are a registered independent financial service provider and licensed to render financial services. Thus we provide financial advice to assist you. In all your financial needs. Our company situated in Pretoria East was established in 1999.

We advise on long and short term financial products.

Services offered: Wills, Tax, Funeral Benefits, Onshore and offshore investments, Death/Disability/Illness cover, Income protection, retirement planning, business insurance incorporating buy and sell, key man, group benefits, review of current portfolio etc.

We are contracted with the following companies to market their products.

Life Business: Momentum, Old Mutual, Discovery, Sanlam, Liberty, Brightrock,Altrisk, FMI, Allan Gray .Itransact

Short Term: Mutual & Federal, Auto & General, Santam, Momentum, Discovery, Regent, Hollard.First for Woman.

Medical Aid: Discovery, Medi help, Momentum, Profmed, Spectramed, Best Med, Fedhealth, Liberty Medical Scheme.

We Will Professionally Assist You With A Financial Needs Analysis To Determine Your Current Needs And Advise You Accordingly.

Our Team

Wesley Birch

Financial Planner

Peter John Norval

Marketing consultant

Jason Goudvis

Administrator

Mary Ann Heck

Office manager and paraplanner

Elizabeth van der Merwe

Administrator

LONG TERM

Old Mutual, Momentum, Discovery, Sanlam, Liberty, BrightRock, FMI, Altrisk

INVESTMENTS

Pension/Provident/Preservation Funds/ Living Annuity/RA’s/Endowments/Unit Trusts

SHORT TERM

Santam, Auto & General, Regent, Hollard, Momentum, Discovery, Quicksure and First for Woman

MEDICAL AID

Products marketed by us include: Discovery, Medihelp, Momentum, Profmed, Liberty and Fedhealth.

WILLS & ESTATES

It is always a good thing to ensure your Will in order.

PLANNING

We Will Professionally Assist You With A Financial Needs Analysis

Our Services

Services offered: Wills, Tax, Funeral Benefits, Onshore and offshore investments, Death/Disability/Illness cover, Income protection, retirement planning, business insurance incorporating buy and sell, key man, group benefits, review of current portfolio etc.

Insurance partners

Financial Project

Financial Project

Financial Project

Financial Project

Financial Project

Financial Project

Financial Project

Financial Project

“In the business world, the rearview mirror is always clearer than the windshield.”

Warren Buffett

“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”

Robert G. Allen

“Sometimes a man devotes all his life to the development of one part of his body ... his wishbone.”

Allan Gray

“I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.”

Warren Buffett

“Fun is like life insurance, the older you get the more it costs”

Frank Mckinney

“If a child, a spouse, a life partner or a parent is depended on you and your income, you need life insurance”

Suzi Orman

“You don’t buy life cover because you are going to die. You take out cover because those you love and leave behind are still going to live”

Sam says

“Don't judge each day by the harvest you reap but by the seeds that you plant.”

Robert Louis Stevenson

“You only have to do a very few things right in your life so long as you don’t do too many things wrong.”

Warren Buffett

“The greatest glory in living lies not in never falling, but in rising every time we fall.”

Nelson Mandela

Insurance

For a free quote complete below and submit. Risk, Savings, Retirement, Investments. One’s group pension/Provident fund does not always provide enough cover or retirement that one needs. Just a rule of thumb- 10x your annual salary should equal the amount of life and disability cover.