53 listings for
Retirement Planning in Western Cape
…services are: Buy and Sell agreements and Policies Keyman Insurance Contingent Liability Insurance For Individuals our Main Services are: Life Cover Disability and Critical Illness cover Retirement Planning Please contact Justin for further Information on 021 674 5564 or 0837801213 in Cape Town Investment 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 … Investment Planning-Disability cover-Income Protection-Life Insurance-Financial Planning
Taking care of our clients medical & insurance needs!
| Risk & LIFE Insurance | Business Insurance | Funeral Plans | Medical Aid | GAP Cover |…
www.hjhavenga.co.za
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 … Investment 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 … Investment 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
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 Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Estate Planning
Honest advice and low fees with no penalties, lock-ins or small print.
www.kananwealth.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 Investment 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
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 … Investment Planning-Disability cover-Life Cover-Financial Planning Services-Income Protection
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
3 The Crescent , Durbanville Durbanville Durbanville, Western Cape
Financial Planning and Investment, Assurance and HealthCare advising. Financial Advisors offering : Retirement Planning Medical Aid Life Insurance and Disability Insurance Financial planning Investment planning Financial Planning Services-Financial Advice-Retirement Financial Services-Life Insurance-Financial Planning
Financial Advisors offering : Retirement Planning Medical Aid Life Insurance and Disabi…
www.qpq.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, … Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Agents and Brokers
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. Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Insurance Agents and Brokers
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 - … Investment 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: … Investment Planning-Financial Advice-Estate Planning-Financial Planning-Wills
www.ternary.co.za
9 Bosman Street Kuils River Cape Town, Western Cape
Executive Brokers Andre Kruger is trusted in the insurance industry,by his clients for his unbiased opinions and non-negotiable honesty and high integrity. André Kruger is a recognised name in the insurance industry for the past almost 30 years, 13 of which was as an Sanlam representative and the … Life Insurance-Financial Planning-household insurance-Insurance Quote-commercial insurance
www.andrekruger.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 … Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Estate Planning
www.visionbrokers.co.za
34 Patriot Street Welgemoed Bellville, Western Cape
We are a Family Financial Planning Practice that provides Professional clients with Holistic Financial Advice.We are members of the Financial Planning Institute and are CFP accredited. Financial Advice-Estate Planning-Financial Planning-Wills-Financial Investments
www.watermeyerfinancial.co.za
49 Bell Crescent Westlake Business Park Westlake Cape Town, Western Cape
Mainsail Financial Services provides a comprehensive range of financial planning products & services including Investment and Assurance Planning, Healthcare plans, Short Term Insurance, Business Risk Management and Employee Benefit Consulting. Professional, Independent advice with Integrity. Life Cover-Financial Planning-Medical Aid-Short term insurance-Term Insurance
www.mainsail.co.za
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 … Investment Planning-Disability cover-Life Insurance-Estate Planning-Financial Planning
www.audenberg.co.za
Sanlam HQ Strandroad 1 Bellville, Western Cape
… 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 Trust specialists with Legal Advisors assistance . Specialize in Risk , Investment and Retirement Planning. Investment Planning-Life Insurance-Estate Planning-household insurance-commercial insurance
www.sanlam.co.za/wps/wcm/connect/Sanlam_EN/sanlam/home
Cape Town, Western Cape
…of clients with regards to the full spectrum offinancial services available (i.e. life cover, short term insurance, businessassurance, retirement planning, wills trusts, investments, medical aid, etc.).We enact a strict code of business ethics that will, at all time, have yourbest … Investment Planning-Financial Planning Services-Life Insurance-Estate Planning-Financial 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. Investment Planning-Life Cover-Financial Planning Services-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 … Investment 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 … Investment 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. Investment Planning-Financial Advice-Life Insurance-Estate Planning-Financial Planning
www.liberty.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 … Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
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
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.… Investment Planning-Unit Trusts-PENSION FUNDS-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 … Investment 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. Investment Planning-Disability cover-Life Cover-Financial Planning Services-Income Protection
www.nfabrokers.co.za
The Vinyard office park, Jip de Jager Bellville, Western Cape
…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 Insurance, Medical Aid, Short Term Insurance, Retirement Planning as well as Trust, contact Legacy Wealth Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning
www.legacywealth.za.com
Cape Town, Western Cape
It's as easy as 1,2,3. It's really that simple. Let us help you first the best Loan, Insurance, Savings & Medical Aid deal. Financial services for small businesses, by those we understand what we need. Financial Planning Services-Financial Advice-Savings-Life Insurance-Financial Planning
Simple, Independent Advice. All Banks
www.safinancedirect.co.za
At PSG KONSULT we believe in personal service and excellent advice to assist our Clients in making informed decisions regarding Insurance and Investment products.PSG KONSULT offer the following services : Short Term Insurance Broking ;Financial Planning ;Stockbroking;Fudicairy;Medical Aid Broker … Financial Planning-household insurance-commercial insurance-Motorcycle Insurance-Building Insurance
www.psgkonsult.co.za
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 … Investment Planning-Disability cover-Life Cover-Financial Planning Services-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. Investment Planning-Life Insurance-Financial Planning-household insurance-Insurance Quote
Benefit structure comprises four components: 1. Major Medical Benefit 2. Chronic Benefit 3. Day to …
www.varietas.co.za
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 … Investment Planning-Financial Planning Services-Estate Planning-Financial 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 … Investment Planning-Retirement Financial Services-Financial Planner-Certified Financial Planner-Financial Planning
www.thefinancialcoach.co.za
188 Beach Road Strand, Western Cape
…Term Insurance Mutual & Federal Santam RSC Personal / Commercial Comparative Quotes Saving YOU money! Financial Planning Provided Investments Retirement Planning Life Cover, Disability Cover, Funeral Cover & Income Protection Medical Aid Education Provision Bond Cover Business Assurance Disability cover-Income Protection-Estate Planning-Financial Planner-Financial Planning
67 Salisbury Street Bellville, Western Cape
…who represent one of the leading assurers in the country. A variety of solutions are offered to suit every need, from Risk cover to Investment and Retirement planning. Make sure you have the best strategy in place and take action today . Risk Cover Products Offered through Liberty Life · Life … Disability cover-Life Cover-Income Protection-Estate Planning-Financial Planning
www.g7.co.za
5th Floor 186 Loop Street Cape Town, Western Cape
Compare bank accounts, savings accounts, mortgages, life insurance, vehicle and home insurance, credit cards and medical aid. Get personal loans, debt consolidation, debt counselling and debt management. South Africa’s online guide to money Life Insurance-Unit Trusts-Medical Aid-Insurance Carriers
www.justmoney.co.za
C5 Pinelands Business Park New Mill Road Pinelands Cape Town, Western Cape
Financial Planning South Africa. Find Financial Advisor or Financial Planner, our partners have both received the prestigious Financial Planner of the Year SA award Estate Planning-Financial Planner-Certified Financial Planner-Financial Planning-Financial Planning & Investments
financialplanningsouthafrica.com
22 Waterbok street Goedemoed, Western Cape
Access Administrators cc, is an authorised financial services provider. Licensed to render services on FSB no: 1417. I have been providing financial advice and intermediary services since 1996 in the following areas of financial planning: Death and Disability Planning; Retirement Planning; … Financial Advice-Life Insurance-Estate Planning-Financial Planning-broker
4 MADRID STREET UITZIGHT DURBANVILLE Durbanville, Western Cape
…our offices in Durbanville and will assist our custemers with the following services. 1. Last Will and Testaments (Free service) 2, Compound Interest calculation on your retirement planning to ensure that your money works for you and you are investing in the correct risk profile( Free service) 3. Investment Planning-Financial Planning Services-Financial Advice-Life Insurance-Financial Planning