1

One family

Proper financial advice. Since 1992.

 

We are a family owned business and we pride our Insuritas brand on family orientated principles. Being a part of our family, you will experience that we keep the client at heart with every transaction.

 

2

more than two decades

We kept our promise since 1992 and will continue to do so with our team of six qualified and registered financial advisers. We provide independent financial advice to our private- and corporate clients.

 

3

Three: The number of

our clear fee structures

We have a clear and transparent fee structure for our planning fee, implementation fee and

ongoing advice fee.

 

 

4

Our four core values

We devote ourselves to treat all our clients with utmost respect, professionalism, confidentially and unsurpassed dedication.

 

5

Our 5-star service

We care for our clients’ investment and insurance needs. Through our ongoing professional relationship, unbiased planning and suitable advice.

 

We deliver our 5-star value-proposition across the entire South Africa.

 

 

6

The six outcomes of TCF

 We adhere to the six outcomes of Treating Customers Fairly:

Culture and Governance

Clients are confident that they are dealing with firms where the fair treatment of customers is central to the firm culture.

 

Product Design

The products and services marketed and sold are designed to meet the needs of identified customer groups and are targeted accordingly.

 

Clear Communication

To give clear information to clients and keep them informed before, during and after the time of contracting.

Suitable Advice

Where clients receive advice, the advice is suitable and takes account of their circumstances.

 

Performance and Standards

The performance of products and service levels are according to our clients’ expectations.

 

Complaints and Changes

Clients do not face unreasonable post-sale barriers to change product, switch provider, submit a claim or make a complaint.

We are proud to be in partnership with Morningstar Investment Research and Management services.

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