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?
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.
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.
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
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.
Discover how to afford and plan for retirement: how to save money tax efficiently in South Africa.
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.
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
Partner with Leon Bart today and let his history of excellence become your future of financial security.
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.
TAX FREE INVESTING
R500 – R2 750/month
Trade online wherever, whenever
Invest from R500/month
MEDICAL GAP COVER
Insurance that co-pays medical bills and shortfalls
Start investing from R350/month
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
Saving for your children’s education
Securing your future financially
Life insurance that offers peace of mind
Covering unforeseen funeral costs
Personalised disability & severe illness cover
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.
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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.
+27 73 490 0874 +27 21 276 1279
Alchemy FS, Lonsdale,
MON - SAT
08:00 - 21:00