Protecteur

Wealth

A Registered Financial Service Provider

Modern Architectural Design

Company

Profile

With over 15 years experience, Protecteur Wealth is an Authorised Independent Financial Service Provider. Specialising in Life Insurance, Investments, both local and offshore, Retirement Planning, Wills and Estate Planning, as well as Car, House and Business Insurance.

We offer affordable and bespoke solutions for Individuals and Corporate Institutions.

Our

Services

Two Diverse Business Partners Shaking Hands

01

Life Insurance

We will strategize with you in order to find the most suitable

  • Life Cover
  • Disability
  • Critical Illness
  • Income Protection

for your personal situation...

02

Wills & Estates

In our one-on-one consultation, we assist you with the drafting of your Will (at no cost), we calculate what the legal costs would be for your estate to be administered ( Executor fees / Conveyancing fees etc ) ... and ensure that your family and loved ones would be looked after in the event of your demise..

03

Retirement Planning

  • Pension Funds
  • Provident Funds
  • Retirement Annuities

04

Short Term Insurance

We assist with personal and corporate insurance solutions for you, your home and your business.

  • Personal Liability
  • Motor Vehicle
  • Household contents
  • Properties
  • Business Insurance


05

Local & Offshore Investments

Tailor-made solutions to fit your risk profile and investment objectives.

Our Insurance Providers

We have carefully & intentionally selected a group of insurance providers that we believe will cater to every individuals needs specifically. With a wide range of different solutions, we know that every unique situation has a different set of priorities...

Through our one on one consultations we can work best to find the right solutions for your specific situation.

Capital Legacy

Hollard

Momentum

Sanlam

Bidvest Life

“ It's never too late to be

proactive about your money..

Prepare & plan for more than right now ”

Megan Neal

Co-Founder & Company Director

Our Team

Interested in joining our team of Financial Advisors or Sales Representatives?...


Find out more and send your application in here...

Let's work together.

Happy Company Employees Joining Parts of Jigsaw Puzzle during Work Meeting or Team Building Activity

Durban, KZN South Africa

Phone Number


Megan Neal - 084 033 4445

Email Address

Admin@protecteurwealth.co.za

QUICK LINKS

Complaints Handling Process