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Brian Anderson Brokers cc was founded to service the insurance and investment needs of individuals and corporations who seek independent financial advice, asset protection and an investment strategy to meet their long-term goals. Clear objective thinking and a sound understanding of the prevailing investment climate govern the assessment of our clients’ aims.
From our offices situated at 142 Boom Street, Pietermaritzburg, Brian Anderson Brokers cc represents all leading financial, investment and insurance institutions. 29 Years of experience in financial services enable us to offer a truly “bespoke” service. This provides an ability to retain the loyalty of existing clients, whilst attracting increasing numbers of new clients, based on mutual trust and quality performance.
In all disciplines, Brian Anderson Brokers cc offices are fully registered and compliant with the regulatory authorities and I am a member of three professional bodies :
- Financial Intermediaries Association
- Council for Medical Schemes
- Financial Planning Institute. FPI®
Brian Anderson Broker’s cc success lies in its ability to keep abreast of changes and developments as they occur in the Insurance, Investment and tax fields, having specialist investment, tax and legal consultants at our disposal for these purposes. This means that our clients’ insurance, investment strategy and tax sheltering arrangements can be reviewed regularly on an advisory basis, and adjustments made where necessary.
Brian Anderson Brokers cc has an established reputation for giving sound and appropriate advice to clients in many walks of life, and for handling clients’ affairs discreetly and responsibly.
Our services are more varied, more flexible and far more personal than those available from banks and other institutions, and are based on the highest professional standards.
My staff and I have attained the necessary insurance related qualifications and continue to further our studies.
I have achieved the distinction of becoming a Certified Financial Planner [CFP®] with the University of the Free State.
In many cases we are able to negotiate preferential rates, which we pass on to you the client.
The core of Brian Anderson Broker’s cc operation is based upon the provision of risk management advice. Specialist advice can be provided to our clients and can be provided on a number of issues. When proposing and selecting products and services for clients, careful research and analysis enables us to subscribe to the “Best Advice” principle, favouring no single company.
Our services include :
- Personal retirement and pension planning
- Long term insurance ( Categories A,B & C )
- Tax and Trust advice.
- Employee Benefit arrangements
- For those seeking to invest capital, we provide advice on a wide range of different types of investments, ranging from full discretionary portfolio management, to low risk income plans and guaranteed investments.
- Savings plans to maximize the accumulation of capital
- Short term insurance ( Personal & Commercial Lines )
- Medical Aids and Health care funding
- School and University fees planning
- Funeral schemes
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Licenced Financial Services Provider - Licence No. 14060