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
01
Life Insurance
We will strategize with you in order to find the most suitable
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
04
Short Term Insurance
We assist with personal and corporate insurance solutions for you, your home and your business.
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
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...
Durban, KZN South Africa
Phone Number
Megan Neal - 084 033 4445
Email Address
Admin@protecteurwealth.co.za
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