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Leon Bart Financial Services

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Maximise Your RA Tax Deductible Contributions for the Tax Season 2023 - 2024

One of the ways in which you can enhance your provisions to your retirement savings is through the use of a Retirement Annuity fund (RA). A Retirement Annuity is essentially an investment product to which you can make lump sum investments and monthly contributions in order to bolster your retirement savings.

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Life Insurance

Does your Life Insurance Plan cover for the COVID-19 Pandemic? Allow me to assist you in ensuring that you are protected in the right areas of your risk planning.

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Save Tax-free

Tax free investments give you flexibility on how much you want to save monthly, and the option to withdraw your money at any time.

Leon Bart offers a TFSA which is flexible to meet your investment goals, ranging from fixed interest to high equity funds.

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Leon Bart Financial Advisory

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

OFFSHORE INVESTMENTS

A well-diversified portfolio that includes offshore exposure

WEALTH & CURRENCY TRADING

Trade online wherever, whenever

UNIT TRUST

Invest from R750/month

TAX FREE INVESTING

Invest from

R750 – R2 750/month

FLEXIBLE PLAN

Start investing from R500/month

CAR INSURANCE

Request a free call back for a car insurance quote

Call Leon Bart for Financial Advice

You may also fill in our form above and we’ll call you back!

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

5/5

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

5/5

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

5/5

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.