We Believe

Through trust and understanding, clients become partners

Claims

Plan for the unplanned and you’ll level out the ups and downs of your financial roller coaster – Jesse Mechum

Our Vision

Creating a simple solution in a complex world “Simplicity Before Complexity”

About Us

SBC Financial Services is a boutique financial services company that provides financial advice to individuals and small to medium sized enterprises.  This consists of services that a family or company would require from a one stop financial services company.  The services include insurances, investments, medical aid, Wills and Estates etc”.  SBC Financial Services prides itself on having a committed and strong, family-orientated approach to both our clients and staff.

Tailor-made products

SBC Financial Services further specialises in tailor-making products to suit clients’ individual and financial needs.

Family orientated approach

SBC Financial Services prides itself on being committed to a strong, family-orientated approach to both their clients and staff.

Risk Protection

We understand the pressures placed both on a business and on a family and strive to provide risk protection and products which create minimal, to no stress.

Company Profile

 

Company Formation

SBC Capital Services (Pty) Ltd (Co. Reg. No. 1999/013597/07), trading as SBC Financial Services – FSP 35480; was established on the 1st of July 2008.
The company is an amalgamation of six brokerages, namely: Alpha Pharm Management Services (Established in 2004), Andre Venske & Associates (Established in 2003), Saul & Terbrugge (2004), Assenburg Financial Services (merged 2013), Sedgefield Financial Services (merged 2015) and Ascot Financial Services (merged 2016).

Agencies

Brolink, Auto and General, AIG, Insurance Zone, Discovery, Medical Malpractice, GPLA, Sanlam, FedHealth, Bonitas/Liberty, AC&E, Hollard Insurance, Mutual and Federal, Skybound holdings, KGA Life, Guardrisk, Momentum, Old Mutual, Brightrock, IFA Net, Garagesure, Wheels, Santam, Apio Risk Services, One Sure, Stanlib, Allan Gray, Zest Life, Genesis, Liberty

Affiliations
Accreditation/Compliance

We pride ourselves as a trusted company and complies with all regulations. Click HERE to view all accreditation.

Social Responsibility

We give back to the community. Continual support is given to worthy charities.

Medical Aid

We offer services to ensure that you are always covered. Gap Insurance, Discovery Health, Bonitas/Liberty, Fedhealth, Momentum, Medway, Resolution Health

Life Insurance

We provide you the best options for life insurance to put you at ease when you need it the most.

We Offer

We offer an extensive range of products to meet your needs.

Health

  • Health insurance
  • Medical Aid
  • Gap Cover

Investments

  • Compulsory
  • RA/Preservation Funds
  • Voluntary Funds
  • Savings
  • Local & Offshore Investments

Employee Benefits

  • Group Life
  • Provident Fund
  • Funeral Plan

Life Insurance

  • Death
  • Disability
  • Severe Illness
  • Income Continuation Benefits

Short-term Insurance

  • Commerical Insurance
  • Personal lines insurance
  • Medical Malpractice
  • Farming Insurance
  • Related Insurance

Wills & Estates

News

Visit our blog for the latest news in the industry

Certain pertinent policy conditions

Certain pertinent policy conditions

  1 The average clause (As quoted from the AIG Multi Armour Policy Wording)"If the property insured is, at the commencement of any damage to such property by any peril insured against, collectively of a greater value than the sum insured thereon, then the insured...

General Awareness

General Awareness

Ensure that laptops are in a locked boot when in the vehicle. Be aware of any suspicious vehicles in the vicinity of your pharmacy. Be aware of any suspicious persons in your pharmacy during the day. Monitor them, if you have CCTV, take note of their appearance....

FAIS Legislation Requirements

FAIS Legislation Requirements

Client to sign PPR and letter of appointment Broker to provide sound and professional advise Broker to be FSP accredited Broker to make client aware of policy terms and conditions. Although the broker will endeavour to place the client in the best possible position,...

Our Offices

Contact Us

Port Elizabeth

Address:  1 Aylesbury Road, Greenshields Park, Eastern Cape

Telephone: +27 86 175 9268
Fax: +27 (41) 373 1746

E-mail sbcfs@sbcfs.co.za

Cape Town

Address:  No. 8, Bloemendal Road, Kirstenhof, Western Cape

Telephone: +27 21 701 0076
Fax: +27 (41) 373 1746

E-mail:  sbcfs@sbcfs.co.za

Sedgefield

Address:  48 Uil Street, Sedgefield

Telephone: +27  86 175 9268 /
+27 (44) 343 2634
Fax: +27 86 655 5255

E-mail:  sbcfs@sbcfs.co.za