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Succession Financial Planning Oudtshoorn Verification Pending

Long term insurance and investment brokers that still believes in excellent and thorough client service and best advice!

1 review

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21 Years in Business
5 Employees

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Excellent

by Firefly083****034 verified 29 January, 2019

John is an excellent broker with a fantastic back office and really give good advice on what you need and really take good care of you. I would highly recommend his services and he always goes the extra miles for his clients.

We are insurance brokers and investment consultants based in Oudtshoorn, Western Cape. We specialize in the professional market and have contracts with the following companies:
Sanlam
Old Mutual
Hollard Life
FMI
PPS
Momentum Myriad
Sanlam Glacier
SASFIN
Momentum Wealth
Capital Legacy
Bright Rock

We started in 1995 and continued as SFP since 2014.
We do believe in quality advice and have done all the necessary courses in order to give us the tools to do exactly that.
We do Long term risk insurance which include business assurance and buy and sell agreements as well. We have vast experience in investments. We also do wills for free.