Services
Financial Planning
Business Assurance
Investment Planning
Retirement Planning
Medical Aid
Pension / Provident Funds
Unit Trusts & ETF’s
Short Term Personal & Commercial Insurance
Marine & Aviation Insurance
Construction & Engineering
Contact Disclosure
In line with the FAIS Act, we have detailed our background , qualifications and experience. We have also posted a copy of the FSCA License issued showing the various categories we are licensed for. Our Product Providers are also listed to show our impartiality.
Our Partners
We have worked with a variety of Clients varying from UMMA’s to Corporate. Although our Clients have ranged in size from small to large corporations, our niche is helping small and medium sized Clients by providing the most cost-effective solutions through the services offered by our Partners.
Goals and Objectives
To continue working with goal-orientated individuals and dynamic businesses thus ensuring sustainable growth. We have a well-diversified product and service offering.
Our Vision
We aim to be the Provider of choice to our valued Clients. We endeavour to continue attracting the calibre of Graduate Professional and Business Clients to our practice. Clients must feel we are worthy of referral to their friends and business associates.
Our Mission
To ensure that the advice provided is always in the Client’s interest, and to provide a high level of service to both Clients and Service Providers.
Values
To always act ethically and always in the Client’s interest. We endeavour to ensure that tasks are done first time RIGHT.
Sumaiyah Dhorat
Administration – Client Liaison
Sumaiyah is a Business Analyst who brings with her a sales background and IT structure with personal interaction adding to our Clients benefit.
Thank you for many years of dedicated financial advice and service towards my family and I… and our business. Your impeccable knowledge in the financial sector has but only made us monetarily stable. Keeping up with current trends and sharing it with us is highly appreciated. Your appointed staff and management are highly skilled that makes us comfortable…even if you are not around. We are now approaching retirement and all that you advised us to invest in is now going to make our life super comfortable.
Thank you once again.
We wish you all the success you deserve. God bless.
Alstan Industrial (Pty) Ltd
Shabana Ebrahim
Yegalan and his team have been consulting to my wife and I for many years. Not only do they look after all of our insurance and retirement planning needs, but they have also arranged our Wills. Yegalan’ s knowledge of the financial market and all of the products on offer is extremely comprehensive and his advice is invaluable. Yegalan is much more than a broker, he is a personal friend!
Rob Fry
The Senior Management and Board of Directors of RondebultIndependent Primary School would like to place on record our sincere thanks and appreciation for the excellent service received. They have assisted us will almost all of our business and personal requirements since February 2015. They always make the time to meet us and understand our requirements. They research the requirement in depth and assist us with tailor made policies/solutions from a variety of insurance and investment companies, to suite our every need. They understands the urgency of every situation and has never failed to deliver.
We look forward to working with you for many years to come industry.
Rondebult Primary School
Suniel Ramsamy