There are clear and significant benefits to using Bertie Burger and Associates (Pty) Ltd as opposed to contacting financial institutions directly.
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- All our clients are assured of our full and personal attention at all times. One experienced broker will manage your portfolio and communicate with you, instead of various call centre strangers.
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- Policies can be complicated and confusing. An advisor can help you to understand the full extent of a policy, explain the fine print and help you to make an informed decision.
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- Every person has different financial needs, and therefore every person’s financial portfolio will be different. Bertie Burger & Associates offers you a variety of products from various service providers and can source the most competitive rates in the market. Going direct will limit you to one service provider only.
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- Our staff members will ensure seamless claim settlement. Bertie Burger and Associates (Pty) Ltd works directly with service providers to ensure that clients’ claims are settled quickly and fairly.
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
