36 listings for
Investment Planning in Western Cape
Shiraz Close Table View, Western Cape
As a financial adviser I am effectively a personal trainer for your financial well-being. We know we need to have a financial plan that includes paying off debt, saving, investing and risk cover, but when are we ever going to get around to creating and implementing the plan? As a financial adviser … Retirement Planning-Financial Advice-Retirement Financial Services-Life Insurance-Financial Planning
I have a strong background that stretches over 26 years in Operations / Buying & planning, Fina…
Wealth Protection Life Protection, Loss of Income Protection (Disability), Lifestyle Protection (Dr…
www.trei.co.za
Nedbank Financial Planning 57 Heerengracht Foreshore Cape Town, Western Cape
I am an unbiased multi-brand accredited financial planner in the banking sector, with years of experience in the insurance and investment industry, applying my knowledge and skills for the benefit of individuals and all types of business entities. Besides helping business people to protect their … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance
No guessing. No quick sales. Just proper financial solutions.
I am accredited to structure and market death, disability, illness and impairme…
www.johanneslotz.com
Chironia Close, 3870 Bettys Baai, Western Cape
Independent financial service provider - Financial Adviser - specializes in providing independent investment portfolio advice (local and offshore), Retirement planning, Trusts, Tax implications, Risk analysis, asset class evaluation etc. www.gerberenlouw.co.za Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
We are very serious and committed to be absolutely independent in our advice.
www.gerberenlouw.co.za
Century City Cape Town, Western Cape
Free financial advice is an innovative business focused on maximising your bottom line.With more than 25 years of experience we can cater for your every financial need.From short term cash flow to long term retirement savings and investments. As a financial firm we believe in absolute clarity and … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Quote
Investmetn planning, retirment planning
There is no doubt that your greatest asset is your ability to work and earn an income . Suffering l…
www.freefinancialadvice.co.za
Business Park the Terraces Fir Street Cape Town, Western Cape
I am a qualified Financial Planner with Momentum. I have worked in the Financial Services Industry since finishing studying (18 years ago). I have worked for different Insurance Companies such as Momentum and am specialized in Medical Aid. I offer the following financial products: Risk * Life … Retirement Planning-Financial Planning Services-employee benefits-Disability cover-Financial Advice
Start planning for your retirement with a RA (retirement annuity) from Momentum
The creation and preservation of wealth is a highly specialised discipline. It takes a number of fa…
capefinancialplanner.co.za
Unit 9, Tyger Quays Tyger Waterfront Tygervalley Bellville, Western Cape
Vision Insurance is an authorised Financial Services Provider that offers you a one stop financial service.We assist our clients in managing their individual, business and financial portfolios.Our areas of expertise include short term insurance, financial and estate planning, life assurance, … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Quote
Money is saved by professional advice from experienced staff and certainly not only by “low, low” …
www.visionbrokers.co.za
5 DJ Wood 3rd Floor Skyscrape Terrace Boston Bellville, Western Cape
Pillar Financial Services has been known in the Life Insurance industry in Cape Town for many years. With dedicated FSP's ready to give you peace of mind relating to life cover, credit life cover and business insurance. Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Quote
No industry Jargon....Save up to 60% on life insurance. No hassle life insurance, we do all t…
www.pillar.co.za
PO Box 239 Newlands Cape Town, Western Cape
Corporate Review Services will assist and review areas within companies which tend to get neglected and sometimes overlooked because these disciplines fall outside the core business of the company. Corporate Review Services provides consulting solutions in the following areas: - Employee Benefits - … Retirement Planning-Financial Planning Services-employee benefits-Financial Planning-Medical Aid
CRS only works with accredited training providers. DanTall is accredited and now offers o…
For those seeking improvements in business function as well as personal development, CRS offers var…
www.corporatereview.co.za
99 Jip De Jager Drive Bellville, Western Cape
Ternary Financial Services is in business to provide comprehensive financial advice to corporate and individual clients, with primary focus on investments. This is achieved while building long term relationships. Ternary Financial Services is as Authorised Financial Service Provider, Licence No: … Retirement Planning-Financial Advice-Financial Planning-Estate Planning-PENSION FUNDS
www.ternary.co.za
Unit 9, Tyger Quays Tyger Waterfront Carl Cronje Drive Tygervalley, Western Cape
Vision Insurance is an authorised Financial Services Provider (FSP No 12179) that offers you a one stop financial service. We assist our clients in managing their individual, business and financial portfolios. Our areas of expertise include short term insurance, financial and estate planning, life … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Quote
www.visionbrokers.co.za
303 The Hills Buchanan Square Sir Lowry Rd Cape Town, Western Cape
Kanan Wealth is an Authorised Financial Services Provider (fsp36443) built on the attributes of integrity, advice and service and offers a broad range of wealth management solutions Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
Honest advice and low fees with no penalties, lock-ins or small print.
www.kananwealth.com
Nation wide Advisers Cape Town, Western Cape
Audenberg Brokers is a Nation wide network of Professional CFP accredited advisers. We are over 13 years in existance with adviser with more than 20 years of experience. Our primary market is Young dynamic individuals whom understands their financial resposibilities and proactively engage with us … Retirement Planning-Disability cover-Life Insurance-Financial Planning-Estate Planning
www.audenberg.co.za
Sanlam HQ Strandroad 1 Bellville, Western Cape
Tygerberg Financial Services is an Independent Advisory service linked to specialist Companies as Sanlam ,Old Mutual, Liberty, Santam Houshold Insurance, Hollard Life Insurance , the SIM (Personal) Investment Group and Glacier Personal Portfolio Investors. Also Linked to Sanlamtrust for Wills and … Retirement Planning-Life Insurance-household insurance-Estate Planning-commercial insurance
www.sanlam.co.za/wps/wcm/connect/Sanlam_EN/sanlam/home
Cape Town, Western Cape
As an independent healthcare and riskbrokerage, Rudi Liebenberg Financial Services, Registration number2000/036961/23 focuses on providing unrivalled financing solutions to a broadspectrum of clients with regards to the full spectrum offinancial services available (i.e. life cover, short term … Retirement Planning-Financial Planning Services-Life Insurance-Financial Planning-Estate Planning
Experiencing problems with your Medical Aid cover?? Does your Medical Aid cover only National Refer…
www.healthquote.co.za
Unit A3 Voortrekker Road, Maitalnd Park, Maitland Cape Town, Western Cape
Professional Medical Aid advice, Life Cover, Gap Cover, Educational Policies, Savings Plans and Funeral Plans all based on individual and affordability. Retirement Planning-Financial Planning Services-Life Cover-Life Insurance-Financial Planning
www.medicalaid-quotes.co.za
Seed Investments is a niche investment advisory and investment management business operated by professionals. Seed provides trusted and independent investment advice to business owners, senior management and retirees. Give Vincent a call on 021 9144 966 to discuss your specific investment … Retirement Planning-Financial Planning Services-Financial Advice-Financial Planning-Financial
www.seedinvestments.co.za
Posbus 6012 Paarl, Western Cape
At Afrafin we specialise in the following: • Financial planning and investment advice • Wealth management with thorough retirement planning • Employee benefits How much is enough? What is the net result of our efforts to secure financial peace of mind? It is our experience that … Retirement Planning-Financial Planning Services-employee benefits-Financial Advice-Retirement Financial Services
www.afrafin.co.za
Liberty Life Century Boulevard Century City Cape Town, Western Cape
As a Liberty Life Agent, my core goal is to help clients Protect their Wealth as well as Create Wealth. With the support of Liberty Life I can provide the following: Risk/Life Insurance, Retirement Planning, Investments, Medical Aid, Estate Planning & Wills. Retirement Planning-Financial Advice-Life Insurance-Financial Planning-Estate Planning
www.liberty.co.za
Trendline Fund Management was founded in 1990, and has been regulated by the South African Financial Services Board since inception. Trendline Fund Management is registered as a Discretionary Financial Services Provider (FSP 538) in terms of the Financial Advisory and Intermediary Services Act No.… Retirement Planning-PENSION FUNDS-Unit Trusts-Wealth Management
www.trendline.za.com
47 Hugo Street Goodwood Cape Town, Western Cape
African Mutual Financial Advisers assist clients with tailor made financial plans as per their objectives for Retirement, Risk and Income Protection scenarios. We assist business owners structure business related financial planning packages for their business needs, like Group Life Cover and Group … Retirement Planning-Financial Planning Services-Financial Advice-Retirement Financial Services-Life Insurance
www.amfs.co.za
17c Ibis street, Table View Cape Town, Western Cape
Derrick Davids is a NFA financial specialist and has helped many clients not to just save money on insurance but also to prevent people from paying for cover they do not need. Call Derrick for a free no obligation quotation. Retirement Planning-Financial Planning Services-Disability cover-Income Protection-Life Cover
www.nfabrokers.co.za
Quattro Finance s pecialises in financial planning for small to medium size businesses and individuals using Momentum Products. Quattro Finance has branches in Durban and CapeTown. Quattro Finance focuses on giving our clients wholistic financial planning through a complete Financial Needs … Retirement Planning-Financial Advice-Retirement Financial Services-Financial Planning-Business Insurance
www.qfg.co.za
Durbanville, Western Cape
Medical Aid too expensive? Need short term quotes - type http://9904.ix.co.za (no spaces) Do you have a Will? Does your family get to negotiate the Executor's Fee's or are your Estate paying the full +/- 4% ? Want to save money on insurance premiums? Or get more cover? Get that retirement … Retirement Planning-Disability cover-Income Protection-Life Insurance-Insurance Quote
Taking care of our clients medical & insurance needs!
| Risk & LIFE Insurance | Business Insurance | Funeral Plans | Medical Aid | GAP Cover |…
www.hjhavenga.co.za
The Vinyard office park, Jip de Jager Bellville, Western Cape
Legacy Wealth - The Key to your Legacy. Legacy Wealth will show you how to safegaurd your assets and optimise tax benefits. Legacy Wealth will do a free needs Anylasis to make sure you have the right cover to suite your needs. For all your Insurance needs, from Personal Insurance, Business … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Quote
www.legacywealth.za.com
Somerset West, Western Cape
We are the only company in South Africa that will provide free Financial Advice at a Click of a finger and instant advice. Brokers have experienced difficulty in singing false policies which was sold great but poor advice to go ahead . No Fees and excellent personal services ensures you get the … Retirement Planning-Financial Planning Services-Disability cover-Financial Advice-Income Protection
www.ishelp.co.za
7 De Villiers Street Bellville, Western Cape
Varietas is commited to design, development, administration and distribution of financial products and services for the lgbt community, on the basis that these products and services are in sequence with the alternative lifestyle of the lgbt community. Retirement Planning-Life Insurance-Insurance Quote-household insurance-Financial Planning
Benefit structure comprises four components: 1. Major Medical Benefit 2. Chronic Benefit 3. Day to …
www.varietas.co.za
Sarel Cilliers Parow, Western Cape
Our services include Financial Planning, investment planning including life cover, business insurance and estate planning. Financial Planning Services-Financial Planning-Estate Planning-Planning Services-Business Insurance
16 Field Street Suite 235 Postnet X3036 Paarl, Western Cape
We strive to provide structured financial solutions to Financial Planning challenges for our customers. Our services are strictly fee based. If your assets exceed R20 million, you are more than welcome to contact us for a FREE interview of 90 minutes inclusive of FREE traveling within a radius of … Retirement Planning-Financial Planning Services-Financial Planning-Estate Planning
tokai 7 sunninghill rd wynberg cape town, Western Cape
If you're looking for a Financial Coach. If you're needing someone to work with you to better understand and manage your money, please contact us. The Financial Coach' has been involved in the financial services industry since April 1996. He worked at various companies before leaving the corporate … Retirement Planning-Retirement Financial Services-Financial Planning-Certified Financial Planner-Financial Planner
www.thefinancialcoach.co.za
4 MADRID STREET UITZIGHT DURBANVILLE Durbanville, Western Cape
PFC Insurance Brokers PFC Insurance Brokers has been a recognized name in the Johannesburg insurance industry.We are currently opening our offices in Durbanville and will assist our custemers with the following services. 1. Last Will and Testaments (Free service) 2, Compound Interest calculation … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
48 Rotherfield Road Plumstead, Western Cape
Lewin Advisory Services CC provides independant advice on Life Assurance, Investments and Healthcare (Medical Aids). Lewin Advisory Services CC is 100% owned by Gavin Lewin, a Certified Financial Planner and member of the Financial Planning Institute of South Africa. Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
Cape Town, Western Cape
It is with great pride that we are presenting to you Louwnet Financial Solutions (LFS), the business that offers you the opportunity to have all your financial requirements adhered to by a single telephone call or email. "It is our mission to accomplish complete client satisfaction and prosperity. … Retirement Planning-Financial Planning Services-Financial Advice-Life Insurance-household insurance
34 Gie Rd Table View, Western Cape
Indetail Financial Solutions is a brokerage that providese financial advice in terms of Life and Disability cover. Severe Illness cover, Health cover and Sort Term insurance . Gary is the sole broker and provides a detailed analysis of your needs combined with advice and backup service. Gary … Retirement Planning-Life Insurance-household insurance-Financial Planning-car insurance
www.indetailsolutions.co.za
Milnerton Mall Milnerton, Western Cape
Looking for a Personal Financial Advisor? Let me tell you more... Imagine insurance over the phone, Isnt't that like asking financial advice from an ATM? Many financial advisors just go out there to make a sale including reaching a target for the week.A target is an object that is prepared to be … Retirement Planning-Financial Planning Services-Disability cover-Financial Advice-Income Protection
Roosstraat 4 Wellington, Western Cape
At PSG Konsult we place a strong emphasis on personal service and on building lifetime relationships with our clients. We believe that the better you plan the better your future will be Our expert financial planners, portfolio managers, short-term insurance brokers and stockbrokers offer a unique … Financial Advice
57 Reitz Street Somerset West, Western Cape
www.vanokfin.co.za