Welcome K B Financial Services CC is a licensed financial services provider. The owners Kevin Butler and Janet Butler have been in the industry since 1995 and are both licensed by the financial Services Board to render financial Advice. We are proud members of the Masthead Financial Advisors Association, which provides us with services such as a compliance, practice management and technology support by virtue of our membership. This support helps us to provide you with a more professional service. The compliance service ensures that our business remains fully compliant with FAIS legislative requirements and therefore that you as customer receive sound financial advice. Through the practice management support, our staff and us are able to run a more professional business and therefore are able to provide you with an improved service and enhanced support. Kevin Butler runs the Financial planning part of the business whilst Janet Butler concentrates on the Health care Medical Aid side of the Business. The Brokerage provides advice and intermediary services in the following areas of financial planning: Medical Aid Education and Savings Planning Death and Disability Planning Retirement Planning Investment Planning Preservation Funds for Pension and Provident Funds Group Life Products Estate Planning. Our brokerage has written authority to market the products of the following product suppliers and we are accredited to market their products: Old Mutual Discovery Life Discovery Health Momentum Momentum Health Altrisk / Hollard Life Orion Employee Services Nedcor Collective Investments Investec Liberty Life Allan Gray Sanlam Stanlib and Liberty Life Prudential Metropolitan We at K B Financial Services are passionate about what we do and take our jobs very seriously. |
Financial Planning Process We will clearly explain or document the services to be provided to you... read more> |
Contact Us You can contact us on any of the following methods, or complete the online form... read more> |
KB Financial Services cc is an authorised financial services provider - No 5919 |
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