our services
We have in-depth experience in financial planning and investment management.
Wealth Management
- Retirement Planning
- Comprehensive Financial Planning
- Income Protection
- Education Funding
- Tax and Trust Planning
- Family Protection
- Business Succession Plan
- Estate Planning
Individual financial solutions
- Life Insurance
- Disability Cover
- Critical Illness Cover
- Dread Diseases Cover
- Tax-free Savings
- Medical Gap Cover
- Unit Trusts
- Funeral Cover
Corporate Financial Solutions
- Administration of pension and provident funds.
- Short-term insurance
- Medical Aids
- Investments
Value Added Personal Services
- Intermittent client reviews
- Presentation of performance reporting and constant communications.
- Keep our clients up-to-date with lasted financial and investment education.
- Our communication is personalised to suit clients needs and how well their portfolios are performing
- Unlimited access to Financial Advisor.
We work with a number of South African Life Insurance companies to give you peace of mind.
Product Process
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Introduction - We assign specialists with significant investment experience and a strong entrepreneurial spirit on all transactions in order to provide you with best possible advise and financial service. This is the phase where we get to understand you as our client and your needs.
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Identification – with the information provided by a client, Siyanqoba will conduct a deep analysis of multiple options for the client to choose from. This is strictly aligned to a client’s needs and affordability.
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Confirmation – this is the stage where a client is satisfied with information provided and chooses best possible option that meets his / her needs.
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Finalisation – this is the beginning of wealth creation, this is where we take care of the rest to bring you to the world of wealth creation.