About Financial Broker Services
In the summer of 1980 Financial Broker Services was established by Ron Jutan as a natural sequence to his success as an agent with Liberty Life. He achieved Director’s Council status and became a Life Member of the Million Dollar Round Table.
Applying “old school values” and getting to know each client personally has been the cornerstone of Financial Broker Services success and we have since grown from strength to strength.
Financial Broker services was founded on the principal that every client is treated as our only client.
Our mission is to provide protection for your every need from your personal possessions to your business Insurance, from your health insurance to your investments and family protection.
The scope of our expertise extends from personal life, disability, dreaded disease, Individual and company retirement plans, medical aid, investments, unit trust, annuities, domestic insurance and business insurance
We have segmented our expertise into three key areas to enable us to supply clients with quality risk specific advice:
Assurance
In the area of Assurance we are accredited to offer products of the following service providers:
Short Term Insurance
In the area of short term Insurance we are accredited to offer products of the following service providers:
Health Insurance
In the area of Health Insurance we are accredited to offer products of the following service providers:
We are proud member of the Masthead Financial Advisors Association, which provides services such as a compliance, practice management and technology support. This support helps to provide clients with a more professional service
Financial Broker Services (Pty) Ltd has been licensed by the Financial Services Board as Financial Services provider under FAIS act 2002, Licence no. 17701 since 2004.