Our services...

We offer :

Insurance

• Risk Management
• Income Protection
• Life Cover
• Disability Cover
• Severe illness Benefits
• Overhead Expenses

We also offer :

• Estate Planning
• Business Assurance
• Financial Planning
• Wills (FREE)
• Portfolio Analysis
• Tax
• Bonds
• Tax Planning as independant services.

Our Mission Statement

Total client satisfaction through ongoing service
and wealth creation: As a top priority for each individual's
needs.

 

PIC Property Syndication
 

Commercial Property

• Jeffrey's Bay
• Waverley
• Evander
• Eckhoff
• JD
• Menlyn
• Midrand
• Wilro

What is property Syndication?
Investment opportunity in high income, low-risk commercial property

Investment Benefits

• Monthly income, annual escalation, secure annual
  growth of income and broadening of capital base.
• Capital growth
• Low-risk, track record of providing inflation
  beating returns
• Investment divided into two components
• Income and capital growth

Mission Statement
To enable investors to earn competitive
returns on their investments through property
syndications.

Discovery Health

Discovery Health gives you quality health care cover
at the right price to meet your family’s needs.

Discovery Life offers life assurance and retirement
funding products to protect you and your family.

With Vitality, our wellness programme, you can get healthy,
earn a Vitality status and enjoy great benefits and rewards!

FMI
FMI was established in 1995 with the vision of ultimately being an international financial management group. They are continuously developing and refining our sales and administration infrastructure to cater for our brokers and their clients in the insurance industry. Their dedicated team has extensive experience in the industry and with branches in Johannesburg, Cape Town and Durban, they provide a national presence with a comprehensive client support infrastructure.

Strydom Financial services incorporates the services of both the above mentioned companies to create a unique service for unique clients.

 

Sharemax - Property Syndication

Property Investment gives the investor an opportunity to acquire
a unit in valuable commercial property, through the purchase
of a unit in the Property Investment Company, thereby giving
access to the financial advantages of a sizable and profitable investment.

In addition to this, the following advantages can be highlighted:

• Low Risk
• With the right property and the right management,
  Property Investment units offer a low-risk investment.
• Stable Income Growth
• They offer an income that escalates annually as rentals escalate according to the lease

Mission Statement
Sharemax will adhere to the following proven success formula for Property Investment:

• 100% Occupancy
• Impressive tenant profiles
• Prime location
• Quality building
• Growth potential
• Use of professional people

Although the contents of this document have been prepared with due care and diligence, and presented in good faith, Sharemax does not accept responsibility for any errors and/or omissions.

Stéfan Schoeman
Member – Sharemax Investments

 

Dynamic Wealth

Dynamic Wealth is a leading provider of specialized financial
services. The Group is focused on providing wealth management
to high net worth investors; both private and corporate. It is
perfectly geared to serve large institutions and retirement funds
Dynamic Wealth has proven track-record as both portfolio manager and stockbroker. At the cutting edge of investing, Dynamic Wealth ensures clients are able to capitalize on exciting investment opportunities in local and world markets.

To maximise investment opportunities, Dynamic Wealth:

• Provides services through a network of independent financial consultants and auditors.
• Offers unbiased advice free of any conflict of interest.
• Is committed to service excellence.
• Insures investment funds against losses arising from theft, fraud or gross negligence.

Old Mutual

The Group has substantial life assurance, asset management, banking and general insurance businesses in southern Africa, principally in South Africa, Namibia, Malawi and Kenya.

The Old Mutual Group offers a diverse range of financial services in three principal geographies.
 

Sanlam

Products & services for individuals
Sanlam covers the entire spectrum of financial services and personal finances, from risk cover to offshore banking and retirement provision for individuals.

Products & services for businesses
Sanlam covers the entire spectrum of financial services, from business risk cover to offshore banking and retirement for groups.

 

Channel Life

 

A truly South African life insurance company that delivers on our promises.

Smart business friends for all your individual and business requirements.

Our innovative range of life, investment and employee benefit solutions.