Independent financial advisor in Midrand.
New homes, new bonds and growing families. Midrand clients often come to us at the start of a big chapter and want it set up properly.
Set up properly from the start.
Midrand has grown fast, and many households here have recently bought a home in one of the newer estates. The bank will ask for buildings insurance and often life cover linked to the bond, but those defaults are rarely the best value.
We compare bond-linked cover and household insurance across insurers, then look at the bigger plan: medical aid for the family, an emergency fund, and investments that start working early. Meetings can be in person by appointment or by video.
What Midrand clients ask us about.
Every product line is covered, but these are the conversations we have most often here.
Bond and life cover
Cover that settles the bond and protects your income, compared across insurers.
Learn moreHome and vehicle insurance
Buildings, contents and car cover placed properly, not just the bank's default.
Learn moreInvestments
Tax-free savings, unit trusts and endowments to start building wealth early.
Learn moreWhere we work around Midrand.
We advise clients in these suburbs and the surrounding areas, in person at our Bromhof office, at your home for a first meeting, or by video.
- Waterfall
- Kyalami
- Halfway House
- Carlswald
- Noordwyk
- Vorna Valley
- Blue Hills
- Glen Austin
- Kyalami Hills
- Midstream
We meet
A thirty-minute conversation over coffee in Randburg or a video call. We listen first, then ask the questions that uncover what your plan is missing.
We review
Bring your latest policies. We come back with a one-page summary. What's working, what's overpriced, where you're under-covered, where you'd save.
We place
If you agree, we move the cover. The insurer pays the advisory fee. New cover replaces old cover only once it's confirmed in place.
We stay
One review a year, every year. Salaries change, kids arrive, mortgages get paid off. The plan flexes with you, with the same advisor.
Questions from Midrand.
Do I have to use the bank's life cover for my bond?
No. You can usually cede a policy from any insurer to the bank, and it is often cheaper or better cover. We compare the options and handle the cession for you.
Do you meet clients in Midrand?
We meet by appointment, travel to you for a first meeting, or work over video. Most reviews are easy to do remotely once we have your policy documents.
What should we sort out first after buying a home?
Usually buildings and contents cover, life cover that would settle the bond, and making sure your wills are up to date. We prioritise it with you in one plan.
Talk to an advisor about Midrand.
Thirty minutes, no obligation. In person in Randburg, at your home for a first meeting, or by video.