Your Comprehensive Financial Advisers for Investments, Wills, Estate Planning, Retirement, Insurance and more.

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PROPER FINANCIAL ADVICE SINCE 1992

About Us

Welcome to Insuritas Brokers, where your financial aspirations take center stage. We are more than just financial advisors; we are your partners in securing a prosperous future.

Our journey began in 1992 with a resolute commitment to making financial planning accessible to everyone. Today, that commitment burns even brighter as we stand as a beacon of trust, expertise, and personalized service.

Learn more about our team of experienced financial advisors and our commitment to helping individuals and families achieve their financial goals.

ABOUT US
About Insuritas Brokers South Africa

Client Testimonials

Diena
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"Insuritas dra die belange van hulle kliiënte op die hart. Insuritas hou die kliënte gereeld op hoogte van sake. Persoonlike aandag word deur Insuritas gelewer."
Annemarie
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"Their quick service and professionalism"
Arthur
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"There are several things I appreciate, the most prominent being the extreme level of service delivery, transparency of activities and positive attitude of staff at all levels"
Amelia
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"Goeie diens - goeie kommunikasie met kliënte"
Joseph
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"They realy care about the wellbeing of their investers and giving special care to pensioners"
Lizette
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"They are people people that go the extra mile to get the option that suit your profile the best"
Thea
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"Gereelde inligting oor my beleggings, deeglikheid en openheid oor vrae tov beleggings, vriendelikheid, bereidheid en gewilligheid om dadelik afsprake te kry en terugvoering."
Anonymous
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"Honest , efficient and very clued up about investing"
Wilna
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"The openess, the keeping up to date on all necessary happenings, regular statements, communications and calls, the personal interaction!"
Danie
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"Professional advice and openess!"
Sonia
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"Hulle eerlikheid omtrent jou portefeulje"
Erasmus
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"That they are always on top of everything and excellent communication with their clients."
Nellie
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"Friendly, hospitable, ethical, professional and excellent brokers to deal with"
Jan
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"Double Digits Growth"
Elize
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"That they are always there for their clients and serve them with the best they can."
Estie
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"Insuritas is all about people. They care and they go the extra mile to assist any way they can."
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Your Financial Partner: Providing Expert Advice and Solutions for Every Stage of Life

Whether you're planning for retirement, building your wealth, or protecting your family, we have the expertise and resources to help you achieve your goals.

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aboutus

Our Services

We offer a variety of financial planning services, from investments to retirement planning and more.

Last Will and Testament

Last Will and Testament

We can assist you to either draft your Will or review your current Will to make sure that it is valid and executable.

A valid and up-to-date Will allows you to choose your beneficiaries and it eases the process for your loved ones after your passing.

Risk- and Estate planning

Risk- and Estate planning

We can either draw up a new or review your existing risk- and estate plan.

This will help you to structure your estate assets to ensure your loved ones enjoy maximum value from your estate when you pass away.

Investment planning

Investment planning

We will assess your investment needs and determine the most suitable investment strategy to help you achieve your goals.

This will help you to have a clear plan on how to achieve your goals.

Medical Aid

Medical aid

We can assist you to determine the best medical aid option from a benefit or premium perspective.

This will help you to either save on your premium or potentially avoid unexpected medical expenses with more comprehensive options.

Retirement Planning

Retirement planning

We can help you to plan:

  • For retirement
  • At retirement
  • In retirement

    • This will help you to understand the different retirement options you have available and to maximize efficiency in your retirement planning.

    Car and home & Commercial Insurance

    Car and home & Commercial Insurance

    We can evaluate your current short-term insurance to determine if you are paying the correct premium and that you are sufficiently covered.

    This will help you to know that you are paying the correct premium and that you are covered sufficiently.

    Life Insurance & Funeral cover

    Life Insurance & Funeral cover

    We can evaluate your current life insurance needs and provisions to ensure that you are comprehensively covered for death, disability, and severe illnesses.

    This will help you to protect yourself and your loved ones against the risks of the unknown.

    Estate administration

    Estate administration

    We can handle your estate administration once you have passed away.

    This will help you to have an effective and independent executor of your estate and trustee of your testamentary trust.

    Employee benefits & Business Insurance

    Employee benefits and Business Insurance

    We can assist you with a company pension, provident or group life insurance. We can assist you with Buy and Sell-, Key Person and Contingent Liability structures.

    This will help you to provide for your employees’ retirement or provide financially when the unexpected happens. It will also ensure that your business is financially operational should one of the directors or key personnel pass away or becomes disabled.
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    SERVICES

    Let’s work together

    Get in touch today and receive a complimentary consultation.