Tailored, comprehensive financial planning for individuals and organisations…
WORKING WITH ORGANIZATIONS
We provide tailored group presentations which help to highlight to your employees, the importance of financial planning and the financial solutions available to them. Presentations are typically followed by individual needs analyses which we provide one-on-one with your employees. Because we are focused on developing long-term relationships with both your organisation and your people, our financial brokers plan regular visits and are always reachable, which provides your people with easy access to financial planning and advice.
WORKING WITH INDIVIDUALS
We develop solid relationships with each of our clients which ensures that we understand everything important to them, that their financial wellbeing should support. A thorough needs analysis helps us to understand exactly how your current portfolio is structured, as well as what your life-goals are. Based on this along with your employment information, we are able to plug the holes that could pose a risk to your financial security, while ensuring that your financial plan is completely achievable for you.
THE FOUNDATION
FUNERAL COVER
Death comes at an unexpected time for most of us and can place immense financial strain on the family left behind. With funeral cover, you reduce the financial burden that comes with the high cost of a funeral and your burial or cremation.
EDUCATION SAVING
It is never too late to start saving for your child’s education. With a range of savings options and policies we are able to help you invest enough money to contribute to securing one of the greatest gifts that you can ever give your child – a good education.
FUNERAL COVER
Death comes at an unexpected time for most of us and can place immense financial strain on the family left behind. With funeral cover, you reduce the financial burden that comes with the high cost of a funeral and your burial or cremation.
EDUCATION SAVING
It is never too late to start saving for your child’s education. With a range of savings options and policies we are able to help you invest enough money to contribute to securing one of the greatest gifts that you can ever give your child – a good education.
FINANCIAL SECURITY
LIFE INSURANCE
If you have anyone who is dependent on you for their financial security or if you have outstanding bonds or debts that could impact the estate you leave behind in the event of your death, then life cover will ensure that you are able to leave a positive financial legacy for those you love.
DISABILITY & SEVERE ILLNESS COVER
A critical illness such as cancer, or disability due to injury, illness or an accident is almost always an unexpected event that will prevent you from earning an income for a period of time. With disability and critical illness cover, you ensure that you are able to maintain a good standard of living and settle the high costs often associated with an unexpected health event.
LIFE INSURANCE
If you have anyone who is dependent on you for their financial security or if you have outstanding bonds or debts that could impact the estate you leave behind in the event of your death, then life cover will ensure that you are able to leave a positive financial legacy for those you love.
DISABILITY & SEVERE ILLNESS COVER
A critical illness such as cancer, or disability due to injury, illness or an accident is almost always an unexpected event that will prevent you from earning an income for a period of time. With disability and critical illness cover, you ensure that you are able to maintain a good standard of living and settle the high costs often associated with an unexpected health event.
FINANCIAL GROWTH
SAVINGS & INVESTMENT PLANNING
With savings and investment planning, you have the ability to support both medium and long-term goals. We offer a wide range of secure, trusted savings and investment options that are designed to ensure measured and assured returns, that start from as little as R 200 per month.
RETIREMENT PLANNING
Everyone wants a comfortable retirement, but for many, due to life circumstances or the failure to plan sufficiently, a financially secure retirement is out of reach. We have a variety of retirement plans for you to choose from, that will suit not only your retirement goals but also your pocket.
SAVINGS & INVESTMENT PLANNING
With savings and investment planning, you have the ability to support both medium and long-term goals. We offer a wide range of secure, trusted savings and investment options that are designed to ensure measured and assured returns, that start from as little as R 200 per month.
RETIREMENT PLANNING
Everyone wants a comfortable retirement, but for many, due to life circumstances or the failure to plan sufficiently, a financially secure retirement is out of reach. We have a variety of retirement plans for you to choose from, that will suit not only your retirement goals but also your pocket.
Danie Brynard Brokers is a registered Financial Services Provider (FSP) based in Cape Town. We assist companies to provide financial products to their employees and provide a wide range of financial planning services to individuals. We focus on providing a transparent service that meets with all regulations and compliance requirements of the financial services industry, while building long-term relationships with our clients that are based on trust and our commitment to helping them achieve long-term financial independence.
Proud representatives for
Authorised Financial Services Provider FSP Number: 47457 • Reg. No. 2016/365836/07
Telephone: +27 87 700 2033
Email: info@dbbrokers.co.za
10 Jones Street, Watcor Office Park,
Unit 19
Parow East, 7500