Aroon Bhana Financial Services CC

We are an independent, full service brokerage that offers a range of insurance and financial planning solutions. We offer the following value proposition: Service – I am a Certified Financial Planner® with an accounting background (B Com Acc, Dip Acc, Professional Accountant (SA)) and many years of experience in handling clients’ investments and other insurance related products. Product – I am an independent financial adviser who can, after consultation, seek out and offer a wide range of solutions that will be appropriate to a client’s circumstances. Price – Being independent, I am able to seek out investment companies who charge no initial costs or possibly a very low initial fee. In this way clients receive appropriate advice at the most reasonable cost, often resulting in substantial savings. We are able to service clients in Johannesburg and its surrounding areas. SERVICES OFFERED We offer sound financial advice and exceptional service to clients on: – Investments – Health Insurance – Estate planning including wills and testaments – Retirement planning – Death and Disability planning – Short Term Insurance – Business assurance and setting up of company benefits such as medical aid, pension and provident funds – Income tax services with a focus on preparing and submitting personal tax returns ASSOCIATED COMPANIES We are authorised and accredited to market the products of the following companies: – Long Term: Clientele Life, Discovery Life, Hollard, Liberty Life, Momentum, Old Mutual, PPS (Professional Provident Society), Sanlam – Short Term: Discovery Insure, Momentum Short Term, PPS Short Term, Santam – Investments: Allan Gray, Brightrock, Coronation, Investec AM, iTransact, PSG Future Wealth, Satrix, Stanlib

Address: 11 Havenga Rd, Homestead Park, Johannesburg, Gauteng, South Africa

Phone: +27 11 837 1857
FAX: +27 82 531 5888