W H A T W E H A V E T O O F F E R
View Our Products
IBG Sureinvest cc has contractual relationships with the following companies: Old Mutual (Local, offshore and corporate), Liberty Life, Stanlib, Discovery Life & Invest,
Regent Life, Resolution Life, Sanlam, Glacier, Momentum Life and Wealth, Marriott, AIMS, Allan Gray, Altrisk, FMI, Clientele Life.
A D V I S O R Y & F I N A N C I A L P L A N N I N G S E R V I C E S
An Authorised Financial Services Provider FSP 17634
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PMB: 2, Hydepark Mansions, 101 Roberts Rd,
Clarendon, Pietermaritzburg, 3201.
An Authorised Financial Services Provider FSP 17634
SCOTT: 11 Kayden Centre, 7 Arbuthnot Street,
Scottburgh, 4180.
INVESTMENTS
LONG-TERM RISK PRODUCTS
We offer an ample range of local and offshore
Investment products…
Long-term risk products include things
such as life cover…
SHORT-TERM RISK PRODUCTS
We have experienced advisors on both
Personal and Commercial…
FOREIGN TAX CLEARANCE & CURRENCY TRANSFERS
Each South African resident taxpayer may
avail themselves of their annual…
We have experienced advisors on both Personal and
Commercial lines. Their knowledge ensures that you
have the correct type and level of cover and that your
excesses are well managed. Your cover is regularly
reviewed and maintained.
Long-term risk products include things such as life
cover, disability and severe illness benefits. We hold
contracts with all major assurers as well as some of
the smaller ones enabling us to compare rates and
benefit options for you.
We offer an ample range of local and offshore
Investment products. These can be tailored to your
specific needs depending on factors such as tax
efficiency, liquidity, income and investment growth
expectations.