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Leon Bart Financial Services

National Wills Month (Oct/Nov)

Having a well-structured will means you are taking care of your responsibilities and ensuring that your assets are distributed in terms of your wishes when you are no longer there?

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.

COVID-19

Living under lockdown is a new experience for South Africa and other countries struggling to contain COVID-19.
As we adapt to this new reality, it is important to actively manage some of the financial stresses that the lockdown presents.

Retirement Planning

A study has shown that only 6% of South Africans can RETIRE comfortably – surely my question is: what’s happening to the rest – dependent on their family, social grants, government?

Secure your future financially with Leon Bart

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 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 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

20181217 1715099 | Leon Bart Financial Services

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
WhatsApp Image 2019 10 13 20.31.54 | Leon Bart Financial Services

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
Screenshot 20191014 163743 WhatsAppBusiness | Leon Bart Financial Services

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.

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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