SERVICES
Alec Levin and his team can assist you anywhere in the country – planning your future and managing your risk. We strive to offer our clients the best financial advice, through dedication, hard work, integrity and commitment. We are registered with the Financial Sector Conduct Authority (FSCA), Masthead independent Broker Council, the Council of Medical Schemes and also a member of the Financial Planning Institute of South Africa.
Business Assurance
Business Assurance is vital for anyone who runs their own
business.
Medical Aid Funds
Changes to medical aid legislation, new product innovation and the vast range of available healthcare cover.
GAP cover
In some instances, private medical practitioners charge more than medical aids are willing to pay for.
Pension Schemes
Decide today, where you would like to be tomorrow.
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Corporate Pension Schemes
A corporate pension plan is a formal arrangement between the company and its employees.
Defined-Benefit Corporate Pension Plan
The retirement benefits of employees.
Defined-Contribution Corporate Pension Plan
These plans do not guarantee a certain benefit.
Life Insurance Policies
If you have any sort of financial commitment, like a home bond, you may require life cover.
Disability
There is no doubt that your greatest assets is your ability to work and earn an income.
Dread Disease Insurance
Dread disease protects your lifestyle retirement savings and investment portfolio.
Investments
Investing will help you maintain your current lifestyle.
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Estate Planning
Are you aware of the impact Capital Gains Tax will have on your estate?
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Short Term Insurance
We specialize in: Personal Insurance and Commercial Insurance.
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ABOUT US
Alec Levin and his team can assist you anywhere in the country – planning your future and managing your risk. We strive to offer our clients the best financial advice, through dedication, hard work, integrity and commitment. We are registered with the Financial Sector Conduct Authority (FSCA), Masthead independent Broker Council, the Council of Medical Schemes and also a member of the Financial Planning Institute of South Africa.
“Our aim is to provide our clients with
a service were they feel satisfied”
WHY CHOOSE ME
I am an Approved Financial Service Provider (FSP lisence number: 29255). I am registered with the Life Office Association, Masthead, Independent Broker Councel, Council of Medical Schemes and a member of the Financial Planning Institute of South Africa.
I am not a call centre! Phone me and you will speak to me directly!
And I will bet my rate is better than any other quote! Try me!
Life & Disability – I can provide the best quotations available in the market.
Investments – I can help you manage your assets.
Estate Planning – I provide my clients with plans to let them grow, preserve and pass on as much of their assets as possible to those who are most important to them.
OUR ADVISORY TEAM
Caren Botha
Financial Broker
Debbie van der Westhuizen
Administration Head
Colin Sorour
Financial Broker
Yvonne Smith
Reception / Switchboard
Monique Vorsatz
Medical Aid Administration
Joey Herholdt
Administration
Alicia Ras
Short Term Underwriting & Claims
Marne Slabbert
Short Term Claims and Underwriting
Santa Levin
Finance
Denise Swanepoel
Short Term Broker
Isabella Mokgatle
Filing Clerk
Lynn Peltzer
Financial Broker