African Investments Consulting

Invest and insure with ease by calling toll free 0800 000 242 Email: info@africaninvestments.co.za

 

Our Services 

 

Financial Planning
 

African Investments Consulting's financial advisors make use of various financial and investment planning tools i.e.:

 

1. Spotlight:

Spotlight is our CRM tool and assist us in planning our clients investments as well as their current and future financial needs i.e.: Life Cover, Retirement savings e.t.c.

2. ERNI

Easy Risk Needs Indicator is a financial planning tool that assists to standardize investment advice. 

 3. BERNI

Business Easy Risk Needs Indicator is our business assurance tool for Buy and Sell as well as Keyman insurance and Business Contingency needs.

4. IAT

Old Mutual se IAT (Investments Analasys Tool) standardize investment advice according to a clients risk profile and specific needs with reference to income, capital growth, term and investment advice.  

 5. Short term insurance.

We only deal with the best and largest insurance companies i.e. Santam and Mutual & Federal. Our advisors will annualize your risk and give advice on :

1.   Household insurance

2.   Vehicles

3.   All Risk

4.   Buildings

5.   Liability insurance.

 

Business Insurance

African Investments will also evaluate your business insurance needs with reference to :

1. Cash in Transito

2. Fire

3. Stock (theft - fire)

4. Employees 

5. Vehicles  

                                                                                                                                                                                                                                                                                                                                                                    

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