Through trust and understanding, clients become partners
Plan for the unplanned and you’ll level out the ups and downs of your financial roller coaster – Jesse Mechum
Creating a simple solution in a complex world “Simplicity Before Complexity”
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.
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.
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.
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).
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
AIG South Africa www.aig.co.za
Mutual & Federal www.mf.co.za
Auto & General www.autogen.co.za
Allan Gray www.allangray.co.za
Old Mutual www.oldmutual.co.za
Skybound Capital www.skyboundcapital.com
We pride ourselves as a trusted company and complies with all regulations. Click HERE to view all accreditation.
We give back to the community. Continual support is given to worthy charities.
We offer services to ensure that you are always covered. Gap Insurance, Discovery Health, Bonitas/Liberty, Fedhealth, Momentum, Medway, Resolution Health
We provide you the best options for life insurance to put you at ease when you need it the most.
We offer an extensive range of products to meet your needs.
- Health insurance
- Medical Aid
- Gap Cover
- RA/Preservation Funds
- Voluntary Funds
- Local & Offshore Investments
- Group Life
- Provident Fund
- Funeral Plan
- Severe Illness
- Income Continuation Benefits
- Commerical Insurance
- Personal lines insurance
- Medical Malpractice
- Farming Insurance
- Related Insurance
Wills & Estates
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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...
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....
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,...