Leon Bart Financial Services


Investing in an education plan is one way of ensuring your child gets the best education possible. It’s never too late to start!


The earlier the better! The best time for education planning is around the time your child is born. That way you have lots of years ahead of you to save money in an education fund. If you didn’t start saving for education when your child was born then the next best time to start is now. Pre-school, primary school, high school and any tertiary education is going to cost money. The trick is not to let the figures scare you.
You’ll probably be able to absorb the school fees in your monthly budget so just focus on saving whatever amount you can on a regular basis. And, if you do run into difficulties you can simply stop your debit order and restart it again when you can (if you invest in a tax free account or unit trust). You don’t lose your money. Or, if you have a policy you can make it “paid up” which simply means you can stop contributing and leave the policy until the end of the investment term.

I can’t afford to save for my child’s education…
You can! Here are a few ways to save every month.
1 less cup of coffee per week: R100/month.
1 less packet of cigarettes per week: R130/month.
1 less take-away per month: R80/month.


Because you want your child to succeed! There are hundreds of career options available nowadays, with many more still to come. Just think back a decade or two – data scientists, search engine optimisers and social media lawyers didn’t feature on the “options to study” list and yet today they are sought after skills!
What’s even better is that training for their preferred career choice is not limited to universities. There are a number of accredited institutions in South Africa that are able to provide the training and qualifications needed in order for your children to start working in a career of their choice.


Leon Bart can’t tell you the exact figures but he can give you a guide.

The cost of education

Education inflation (currently at 9%) is one of the reasons many of us struggle to save enough to cover the cost of school and university fees (and all those extras). Add to that the cost of uniforms, sports gear, music lessons, and for some, extra maths and science lessons and you’re looking at a rather daunting sum.

Make your money work for you! You want to be able to invest your money where you can get inflation-beating returns. That means investing it in a savings vehicle that provides capital growth (that’s growth for your money) over the medium- to long-term. The more time you have to invest your money the more time it has to grow.

While Leon Bart can’t predict what your education fund is going to deliver in the future we can look back and tell you what the results could have been.

Sindi’s parents started saving R250 every month, shortly after she was born 19 years ago. They now have R219 000 to pay for Sindi’s BCom degree at the University of Cape Town.


Leon Bart is able to offer you expertise gathered over the years to structure an education plan that’s right for you.

Leon Bart offers you solid, steady returns to help you meet your education savings goal.

Fund managers (they're the ones that invest your money) invest their own money in the funds they manage. Now that’s commitment for you.

Personal Financial Solutions

Leon Bart offers investment products, life and disability cover, funeral plans, short term insurance, financial advice and loans. Leon Bart also offers 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