We enable you to look after what's important.
Trust us to secure your financial future.
We are often asked what we do and why? We take care of what’s important to you, we help you understand complexities in Financial Planning in a language that makes sense to you. Our focus is always on your needs and we strive to protect you from financial risk and help you create wealth.
What makes us different? A lot. We are privately owned and fiercely independent which allows us to provide you with objective transparent advice.
Our dedicated, experienced independent consultants have years of experience and love what they do. They subscribe to the highest codes of conduct and ethics and the highest standards of continuous education and training.
The other big difference is our commitment to personal, courteous personalized client service. No client is ever just a number to us, they are our valued customers and we make sure they know that in everything we do.
In a nutshell, whether you need advice on choosing the best medical aid, the best gap cover, the best short term insurance, need assistance with estate planning or are looking for a financial advisor to help you grow your wealth by investing in local investments, offshore investments or capital guaranteed investments for you and your family you can trust the independent professionals at Sweidan & Co to do so with the utmost professionalism and with surprisingly low fees.
Our team subscribes to the highest codes of conduct and ethics and exemplary standards of continuous education and training. Whether they are dealing with local investments to produce consistently excellent returns, offshore investments to diversify client portfolios or offering general financial advice, they do it all to the highest possible standards. Our capital guaranteed investment options shield your investment from losses and also provide long term growth.
When it comes to financial decisions, knowing where to turn is half the battle won. The other is having faith in the financial advice you receive.
And there are all kinds of financial decisions to be made over the course of a lifetime. You'll need to consider:
- How best to safeguard your health with a medical aid plan that will ensure you get the best treatment at the best possible price, and a gap cover plan that will pick up the slack where medical aid short pays.
- How to maximize your investments, to make the most of every Rand you invest, and to enjoy consistently excellent returns that will help you enjoy the retirement you are working so hard towards.
- How to make the most of estate planning best practices to help pass as much of the wealth you accumulate over a lifetime to your heirs.
- How to make the most of the money you earn, either as an employee or business owner, both in the short term and for the long haul.
Contact Us Today for a no Obligation Consultation
Call one of our consultants today on 031 350 4580
Our Professional Independent Consultants.. “Provide You with the Best Investment, Insurance & Medical Aid Advice at the Right Price”