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Why an independent financial advisor is so important for your financial future


At PBA we pride ourselves on the fact that we are independent financial advisors. This allows us to shop the market for the best rates and products for our client; it is not a one size fits all approach in our recommendation to clients. We ensure we do full due diligence on claims paying ability and premium sustainability - bottom line, we ensure we challenge the “fine print”.

We offer a holistic approach to the client in all aspects of the insurance industry as we have specialists in each field with many years’ experience in the industry.

Why do you need a professional advisor who is independent?

  1. At PBA we will take on the insurance company if we don’t feel the ruling is fair as we are not “employed” by any insurance company.

  2. We will negotiate rates on behalf of the client.

  3. We will shop the market to provide the best solution and affordability to the client.

  4. We offer a holistic approach and are personally and professionally invested in our clients’ well being.

  5. We save you time and money.

  6. Service is key and we are here for you and will always assist with a solution.

Contact one of our advisors for more information.

Phone: 011 803 9686

Email: vivian@pbafsa.co.za or bev@pbafsa.co.za

https://www.pbafsa.co.za/

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Regional Office, 371 Rivonia Blvd, Edenburg, Sandton, 2128

(011) 803 9686

Copyright © 2024 PBA Financial Services, All rights reserved.

PBA Financial Services is a Licenced Financial Service Provider 

FSP Number: 13751  Business Reg No.: 1996/012106/23

Complaints Policy

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