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Committed To Financial Excellence
I, Leon Bart, compile detailed Reports for my clients to determine their income, expenses, risk tolerance, insurance coverage, tax status and financial objectives.
I research the market and look for quality investment opportunities that match their budget.
Our Services
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Personal Financial Solutions
Leon Bart offers investment products, life and disability cover, funeral plans, short term insurance, financial advice and loans. He also offer business-to-business solutions, such as asset management and employee benefits.
Saving & Investing
For the future or for something special
Education
Saving for your children’s education
Retirement
Securing your future financially
Life Insurance
Life insurance that offers peace of mind
Funeral Cover
Covering unforeseen funeral costs
Disability
Personalised disability & severe illness cover
Testimonials
We are extremely happy with our client experience and service excellence as provided by you since inception approximately seven months ago. We look forward to the growth in this relationship and appreciate all the guidance and assistance thus far.
Bradley & Gillian Lang
He stood by his appointments. I could phone him with any queries. He listens and he advises.
I am at this stage where I can tell people I have a trusted financial advisor.
Thank you Leon.
Desiree Du Plessis
I required a vibrant, energetic, open minded, honest intelligent person with finance management knowledge. That is the qualities I seeked which I found in Mr Leon Bart.
Rachel Munnik
Satisfactory Service Delivery
Leon Bart provides investment, savings, life assurance, asset management, banking and property and personal insurance solutions in Cape Town. His client base comprises of individuals, businesses, corporates and institutions.