PPS Insurance
PPS offers tailor-made insurance, investment and healthcare solutions exclusively to graduate professionals. The PPS sickness and permanent incapacity benefits are unique in the insurance market.
Short Term Insurance
Bertie Burger and Associates (Pty) Ltd can manage your business and personal short-term insurance portfolio. We have contracts with most major Insurers.
Risk Protection
Most people could not maintain their lifestyle for more than a couple of months without an income. Risk management ensures the success and longevity of your financial plan.
Planning for unforeseen events will allow you freedom of choice and the ability to protect your assets and sustain your investment portfolios.
Investments and Wealth Creation
Wealth creation involves the building of assets over a period of time by means of careful and considered investments. The ultimate objective is to achieve financial goals and/or an income stream to ensure a continuation of the same quality lifestyle in years beyond retirement.
Estate Planning
Estate planning is the process of anticipating and arranging for the disposal of an estate when a person passes away. It typically attempts to eliminate uncertainties over the administration of a probate and ensures that loved ones are provided for adequately.
In addition, it maximises the value of the estate by reducing taxes. Guardians are often designated for minor children and beneficiaries.
Bertie Burger and Associates (Pty) Ltd can conduct a feasibility study of your testamentary wishes and formulate a plan to minimise estate duty and other taxes.folios.
Retirement Planning
Retirement planning refers to the allocation of finances for retirement. Essentially, it aims to achieve financial independence, so that working becomes optional, rather than necessary.
During the process of retirement planning, your financial advisor will assess whether you are ready to retire given a desired retirement age and lifestyle and identifying actions to improve readiness to retire.
Bertie Burger and Associates (Pty) Ltd is committed to ensuring your peace of mind and helping you to retire comfortably.
Compliance
Bertie Burger and Associates (Pty) Ltd is an Authorised Financial Services Provider with the Financial Sector Conduct Authority, licence number 4659.
All our compliance functions are outsourced to Masthead Compliance Services. Masthead performs quarterly audits of our practice and reports directly to the FSCA. Reg. No.: 2021/565206/07
