Providing bespoke financial planning and risk based solutions for individuals and corporate clients.
About
My adviZAR was founded in 2015 and provides South African customers and businesses with a range of insurance products and financial services. These offerings have been specifically tailored towards protecting the lifestyles of our clients, now and at the age of retirement, and helps ensure that the needs of their loved ones are catered to during life’s unforeseen and unfortunate events.
Vision
My adviZAR’s vision is to be the preeminent (distinguished) provider of bespoke financial planning and risk-based solutions for individual and corporate clients. You have worked hard for your money and my adviZAR will work just as hard to ensure that the wealth you have created is preserved, and that your income needs are met, now and in future.
Mission
We endeavor to protect the income of our clients when things are going right, when times are tough, and when it is time to retire. To do this, my adviZAR provides best-in-class financial planning-, insurance- and risk-based solutions that have been tailored to your individual needs and requirements.
Values
- We tap into the talents, skillsets and experience of the ‘smartest people in the room’.
- We endeavor to provide the right financial and risk management advice for our clients at all times.
- We utilise the proper actions to help your lifestyle, income and financial wellbeing prosper now and in the future.
- We believe that our north star is the needs of our customers, as it guides our every action and strategy.
- We tailor our solutions and advice to the requirements and needs of our customers.
- We aim to surpass the expectations of our customers, through our solutions and service, as well as our customer service.
- We provide world-class solutions and services, along with locally relevant advice
Why Us
We will walk the journey towards financial success with you, every step of the way. As your career prospers and your business grows, so will the portfolio of bespoke financial planning and insurance products that ensure the preservation of your lifestyle and income, now and in the future. We provide best-in-class service from day one to the last day before your retirement. If the unforeseen and unfortunate occur, we will be there to ensure that your loved ones are taken care of in their time of need.