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Our team

We are here to serve you in a variety of different fields. We are all specialists in our fields. If your issues fall outside our fields of expertise we will advise you and ,if possible, refer you to appropriate people.

Short Term Insurance


The Short-term Insurance Ombud:

Postal Address: Box 32334, Braamfontein, 2017
Telephone: (011) 726 8900
Fax: (011) 726 5501


Ombud Long term

FAIS Ombud:

Postal Address: Box 74571, Lynwood Ridge, Pretoria, 0040
Telephone: (012) 470 9080
Fax: (012) 348 3447


Most frequent questions and answers

The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. … Gathering client data including goals. Analyzing and evaluating the client’s current financial status.

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. … Tax planning, prudent spending and careful budgeting will help you keep more of your hard earned cash. Capital: An increase in cash flow, can lead to an increase in capital.

The Top 5 Benefits Of Having A Financial Plan
  • A Financial Plan Can Accelerate Savings. …
  • A Financial Plan Instills Confidence. …
  • A Financial Plan Gives Peace of Mind. …
  • A Financial Plan Can Help You Live Comfortably. …
  • A Financial Plan Can Help You Reach Your Goals.
How to Find the Best Financial Advisor
  1. Understand the Types of Financial Advicers. …
  2. Seek Financial Advisors with Reputable Credentials. …
  3. Know How Financial Advisors Are Compensated. …
  4. Use Search Engines to Screen for Criteria. …
  5. Ask These Questions Before Hiring. …
  6. Verify Credentials, Check for Complaints.