Investment Planning

Investment Planning

Income or preserve capital. Leon Bart is able to put a strategy in place to meet your short, medium and long-term savings and investment goals for a specific need.

Life Insurance

Life Insurance

Make sure you leave your family financially secure. Choose cover options to suit your life insurance needs or get a life insurance quote.

Short Term Insurance

Short Term Insurance

Partner with Leon Bart today and let his history of excellence become your future of financial security.

Retirement Planning

Retirement Planning

Discover how to afford and plan for retirement: how to save money tax efficiently in South Africa.

Funeral Cover

Funeral Cover

Taking out funeral cover provides your family with the peace of mind that the expenses can be covered should anything happen. You have a choice of plans to choose from.

We'll call you back!

Committed To Financial Excellence

I compile detailed Reports for my clients to determine their income, expenses, risk tolerance, insurance coverage, tax status and their financial objectives.

I research the market and look for quality investment opportunities that match their budget.

Our Services

TAX FREE INVESTING

Invest from

R500 – R2 750/month

WEALTH TRADER

Trade online wherever, whenever

UNIT TRUST

Invest from R500/month

MEDICAL GAP COVER

Insurance that co-pays medical bills and shortfalls

FLEXIBLE PLAN

Start investing from R350/month

CAR INSURANCE

Request a free call back for a car insurance quote

Call Today 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

Get a Dazzling Smile in Lowest Price

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.

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Call Me

+27 73 490 0874
+27 21 276 1279

Reach Me

Alchemy FS, Lonsdale,
Pinelands, 7405

Operating Hours

MON - SAT
08:00 - 21:00