Your plan. Our Purpose.
MULTI-FACETED CLIENTS.
DYNAMIC FINANCIAL ADVICE.
We don't just consider one aspect of who you are
we look at the big picture.
People are complex, with needs that evolve over time. That’s why we take a holistic approach, considering every aspect of your life and offering a wide range of services designed to meet all of your financial goals.
We don't just consider one aspect of who you are we look at the big picture.
People are complex, with needs that evolve over time. That’s why we take a holistic approach, considering every aspect of your life and offering a wide range of services designed to meet all of your financial goals.
Investment planning.
Are you giving your wealth the best chance of growing? Creating and preserving wealth isn’t just about where your money is invested. We’ll look at what investment risk is appropriate, your income and expenses, liquidity, tax needs, duration of the investment, and other confusing words that we will help make clearer, so that we can invest your money in a way that gets you the best return possible.
UNIT TRUSTS | TAX-FREE SAVINGS | DIRECT SHARES | ENDOWMENTS | AND MORE
Investment planning.
Are you giving your wealth the best chance of growing? Creating and preserving wealth isn’t just about where your money is invested. We’ll look at what investment risk is appropriate, your income and expenses, liquidity, tax needs, duration of the investment, and other confusing words that we will help make clearer, so that we can invest your money in a way that gets you the best return possible.
UNIT TRUSTS | TAX-FREE SAVINGS | DIRECT SHARES | ENDOWMENTS | AND MORE
Investment planning.
Are you giving your wealth the best chance of growing? Creating and preserving wealth isn’t just about where your money is invested. We’ll look at what investment risk is appropriate, your income and expenses, liquidity, tax needs, duration of the investment, and other confusing words that we will help make clearer, so that we can invest your money in a way that gets you the best return possible.
UNIT TRUSTS | TAX-FREE SAVINGS | DIRECT SHARES | ENDOWMENTS | AND MORE
Pre-retirement planning.
Will you be financially independent when you retire? You don’t want to live comfortably until retirement and then have to give it all up. During pre-retirement planning, we’ll help you understand the income you’ll need at retirement, based on your lifestyle, what you earn now, and what you could earn in the future. Then we’ll invest what you need to enjoy the Golden Years.
RETIREMENT ANNUITIES | PRESERVATION FUNDS | PENSION FUNDS | PROVIDENT FUNDS | AND MORE
Pre-retirement planning.
Will you be financially independent when you retire? You don’t want to live comfortably until retirement and then have to give it all up. During pre-retirement planning, we’ll help you understand the income you’ll need at retirement, based on your lifestyle, what you earn now, and what you could earn in the future. Then we’ll invest what you need to enjoy the Golden Years.
RETIREMENT ANNUITIES | PRESERVATION FUNDS | PENSION FUNDS | PROVIDENT FUNDS | AND MORE
Post-retirement planning.
During retirement, where will your income come from? Your investment is there to provide you with an income, achieved through a combination of your savings and the long-term growth of the investment. We’ll help you find the most tax-effective way to invest your money to make sure you’ve saved enough to live comfortably.
LIVING ANNUITY | GUARANTEED ANNUITIES | AND MORE
Pre-retirement planning.
Will you be financially independent when you retire? You don’t want to live comfortably until retirement and then have to give it all up. During pre-retirement planning, we’ll help you understand the income you’ll need at retirement, based on your lifestyle, what you earn now, and what you could earn in the future. Then we’ll invest what you need to enjoy the Golden Years.
RETIREMENT ANNUITIES | PRESERVATION FUNDS | PENSION FUNDS | PROVIDENT FUNDS | AND MORE
Risk planning.
How will you and your family cope financially if you can’t work anymore? While not pleasant to think about, dread disease, critical illness, and disability can be an unfortunate reality. We’ll help you find the appropriate cover, ensuring that you and your family will be financially stable under any circumstance.
LIFE COVER | INCOME PROTECTION | DISABILITY COVER | CRITICAL ILLNESS COVER | AND MORE
Post-retirement planning.
During retirement, where will your income come from? Your investment is there to provide you with an income, achieved through a combination of your savings and the long-term growth of the investment. We’ll help you find the most tax-effective way to invest your money to make sure you’ve saved enough to live comfortably.
LIVING ANNUITY | GUARANTEED ANNUITIES | AND MORE
Risk planning.
How will you and your family cope financially if you can’t work anymore? While not pleasant to think about, dread disease, critical illness, and disability can be an unfortunate reality. We’ll help you find the appropriate cover, ensuring that you and your family will be financially stable under any circumstance.
LIFE COVER | INCOME PROTECTION | DISABILITY COVER | CRITICAL ILLNESS COVER | AND MORE
Post-retirement planning.
During retirement, where will your income come from? Your investment is there to provide you with an income, achieved through a combination of your savings and the long-term growth of the investment. We’ll help you find the most tax-effective way to invest your money to make sure you’ve saved enough to live comfortably.
LIVING ANNUITY | GUARANTEED ANNUITIES | AND MORE
Risk planning.
How will you and your family cope financially if you can’t work anymore? While not pleasant to think about, dread disease, critical illness, and disability can be an unfortunate reality. We’ll help you find the appropriate cover, ensuring that you and your family will be financially stable under any circumstance.
LIFE COVER | INCOME PROTECTION | DISABILITY COVER | CRITICAL ILLNESS COVER | AND MORE
Estate planning.
Will your dependants live comfortably if you pass away? It’s not nice to talk about, but it’s important to plan for. During Estate Planning, we help calculate and plan around the financial impact on a family when the breadwinner is no longer with them. Life insurance, for example, is one of the most cost-effective ways to provide peace of mind.
INVESTMENTS | ASSURANCES | ASSETS | LIABILITIES | NEEDS PROVISIONS | AND MORE
Estate planning.
Will your dependants live comfortably if you pass away? It’s not nice to talk about, but it’s important to plan for. During Estate Planning, we help calculate and plan around the financial impact on a family when the breadwinner is no longer with them. Life insurance, for example, is one of the most cost-effective ways to provide peace of mind.
INVESTMENTS | ASSURANCES | ASSETS | LIABILITIES | NEEDS PROVISIONS | AND MORE
Medical aid.
Does your family have the health cover it needs if something goes wrong? Having a medical aid means that if something goes wrong, you know that your finances are taken care of. We’ll help you find the most appropriate medical aid for your needs through our partnership with Discovery Health, Momentum Health and Fedhealth.
HOSPITAL PLANS | COMPREHENSIVE PLANS | MEDICAL SAVINGS | AND MORE
Medical aid.
Does your family have the health cover it needs if something goes wrong? Having a medical aid means that if something goes wrong, you know that your finances are taken care of. We’ll help you find the most appropriate medical aid for your needs through our partnership with Discovery Health, Momentum Health and Fedhealth.
HOSPITAL PLANS | COMPREHENSIVE PLANS | MEDICAL SAVINGS | AND MORE
Estate planning.
Will your dependants live comfortably if you pass away? It’s not nice to talk about, but it’s important to plan for. During Estate Planning, we help calculate and plan around the financial impact on a family when the breadwinner is no longer with them. Life insurance, for example, is one of the most cost-effective ways to provide peace of mind.
INVESTMENTS | ASSURANCES | ASSETS | LIABILITIES | NEEDS PROVISIONS | AND MORE
Employer and employee benefits.
How do you promote employee loyalty while protecting them and your business? The majority of the South African population can’t afford to retire. Risk benefits and retirement savings are an increasingly important responsibility, as they ensure that your people are taken care of and that you contribute to South Africa’s economic stability. We’ll act as strategic advisors to your business to help navigate your obligations to staff and we’ll consistently ensure that your contributions buy the best and most appropriate benefits.
PENSION FUND | PROVIDENT FUND | LIFE STAGES | LIFE COVER | INCOME PROTECTION | CAPITAL DISABILITY | DREADDISEASE | AND MORE
Medical aid.
Does your family have the health cover it needs if something goes wrong? Having a medical aid means that if something goes wrong, you know that your finances are taken care of. We’ll help you find the most appropriate medical aid for your needs through our partnership with Discovery Health, Momentum Health and Fedhealth.
HOSPITAL PLANS | COMPREHENSIVE PLANS | MEDICAL SAVINGS | AND MORE
Employer and employee benefits.
How do you promote employee loyalty while protecting them and your business? The majority of the South African population can’t afford to retire. Risk benefits and retirement savings are an increasingly important responsibility, as they ensure that your people are taken care of and that you contribute to South Africa’s economic stability. We’ll act as strategic advisors to your business to help navigate your obligations to staff and we’ll consistently ensure that your contributions buy the best and most appropriate benefits.
PENSION FUND | PROVIDENT FUND | LIFE STAGES | LIFE COVER | INCOME PROTECTION | CAPITAL DISABILITY | DREAD DISEASE | AND MORE
Employer and employee benefits.
How do you promote employee loyalty while protecting them and your business? The majority of the South African population can’t afford to retire. Risk benefits and retirement savings are an increasingly important responsibility, as they ensure that your people are taken care of and that you contribute to South Africa’s economic stability. We’ll act as strategic advisors to your business to help navigate your obligations to staff and we’ll consistently ensure that your contributions buy the best and most appropriate benefits.
PENSION FUND | PROVIDENT FUND | LIFE STAGES | LIFE COVER | INCOME PROTECTION | CAPITAL DISABILITY | DREADDISEASE | AND MORE
Tel: +27 21 419 2277
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider
Tel: +27 21 419 2277
Email: [email protected]
© Portfolio Bureau (Pty) Ltd. is an Authorised Financial Services Provider