We offer most financial services, addressing most aspects of your life and changing circumstances such as Life Cover, Disability Cover, Income Protection Plans, Investment Plans & Structuring (lump sums & monthly debit orders), Financial Planning, Estate Planning (including Wills, Trusts), Medical Aids & Medical Insurance, Personal & Business Short Term Insurance, Offshore Banking & Investments. An Authorized Financial Services Provider: FSB Licence No: 16711

Phumelela Advisory Services (PAS) specializes in helping the owners / managers of enterprises to become investment ready, raise finance, start up a business, sell a business, undertake management buy-outs / buy-ins and make corporate acquisitions. In addition, we act as sounding board for businesses through our mentorship interventions. We work with most of the commercial banks and development finance institutions including Small Enterprise Finance Agency (SEFA), National Empowerment (NEF), and many more. We work closely with lenders providing asset finance, secured and unsecured loans and contract finance. In summary, we pride ourselves on knowing who is in the market for investing / lending to SMEs, what sort of investment opportunities they are looking for and how best to approach them for finance.

Business Insurance, Motor Insurance, House contents Insurance, Funeral cover, Pension funds, Medical Aid, Life Insurance, Bond Insurance, Retirement Annuities, Estate Planning and Wills. Vehicle insurance, Insurance Brokers, Financial Advisors, Pensionfund Administrators, Vehicle Insurance, Building Insurance, Income Replacement insurance, Retrencement cover, Investment advice