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Aurum Trust Somerset West  

Aurum Trust- your 1-stop shop!
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  • pro verified Pro Verified
  • 34 Years in Business
  • 8 Employees

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About Us

Aurum Trust was founded in 1990 and believes in a holistic approach to financial planning.

Our staff has more that 100 years of experience and all life and investment advisors are registered Certified Financial Planners or busy obtaining this professional distiction.

We are independant and deal with most of the companies and includes amongst others the following: Allan Gray, Old Mutual, Investec, Sygnia, Capital Legacy, Momentum, Discovery, Sanlam, Brightrock, PPS, Hollard, Liberty, Coronation, etc.

Our remuneration is based on commission and fees.

Where we do not have the inhouse experience, we use strategic alliances to assist our clients, with accounting and legal problems.

Services Provided

Work Focus

Business Hours

MON

08:00TO16:30

TUE

08:00TO16:30

WED

08:00TO16:30

THU

08:00TO16:30

FRI

08:00TO15:30

SAT

Closed

SUN

Closed

What training and/or membership affiliations do you have that relates to your work?

All life and investment advisores are cerified financial planner (CFP), which is an international distiction and members of the FPI (Financial Planning Institute).

Who are some of your customers and can you provide traceable references?

List of references are availabe from our office and provided to each client with his or her proposal.

Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.

We have professional indemnity insurance.
ADDRESS
7A Pastorie Park,, Corner of Lourens Street & Reitz Street, Somerset West - 7130
WEBSITE
http://www.aurumtrust.co.za Claim ListingReport Error
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