C O M P A N Y P R O F I L E Prosperity through Integrity
FINANCIAL GROUP (PTY) LTD
TO THINK ABOUT FINANCIAL STABILITY IS TO THINK ABOUT
LIFE AS A RACE...
COMPANY BACKGROUND
FROM THE DESK OF THE CHAIRMAN
Securitas Financial Group was founded in 1989 by Fanie Wasserman and has
Securitas Financial Group was incorporated in 1989 with a simple mission:
grown to a national company with more than 30 000 principal clients today.
“Providing the best financial advice to every single client.”
Our head office is situated in Pretoria, with branches in Johannesburg, Cape Town, Durban, George, Louis Trichardt and Somerset-West. The company has over 100 dedicated employees servicing the financial needs of our clients across South Africa.
Decades after Securitas’ inception, I am happy to report that we strive every single day to live up to this goal. Not only do we provide exceptional and trustworthy advice to our clients, but we are doing it in such a way that we remain relevant in today’s rapidly changing economy.
We pride ourselves in our ability to simplify the complex matters of financial
The past decades have brought unthinkable disruptions to our industry, and
services through delivering services on a constantly excellent basis. We
in years to come, technology will play a pivotal role in the future of financial
believe in offering an integrated and holistic approach to the assessment and management of financial
services firms. Securitas is proudly taking up this new technology baton in leading the growing digital
services,
tailored
to
each
client’s exact requirements.
developments in our industry. My guiding principal will always
Transformation plays a pivotal
be in the words of the great
role in our growth strategy
late Vince Lombardi: “Winning
in South Africa and Securitas
is not a sometime thing, it is an
Financial Group is proudly
all the time thing. You don’t do
rated as a level 2 contributor to
things right once in a while…
BBBEE.
you do them right all the time.”
What we believe:
I therefore briefly linger on the
- A financial plan is a life plan.
accomplishments of the past,
- Plan ahead to protect what
but also look forward to the
really matters.
next phase of this journey.
- Invest for tomorrow, starting today.
DAVID MOSEHLA
DIRECTOR OF SECURITAS FINANCIAL GROUP
FANIE WASSERMAN
CEO & CHAIRMAN OF SECURITAS FINANCIAL GROUP
SECURITAS WEALTH Securitas Wealth Management is a proud provider of financial services, committed to personalised service, supported by professional knowledge, ethics and integrity. Our aim is to establish a long-standing relationship with our clients by offering disciplined wealth management options to help you create greater control and confidence over your financial decisions. We believe in following a combined approach to wealth management that ensures an ideal level of asset management, coordination and strategic integration. We are also excited about starting a new digital chapter in partnership with Investec as we are launching our new online investment advice service through an innovative technology platform. Our online platform will allow our clients to receive advice tailored to their specific risk profiles and investment needs. We specialise in: - Tax Free Investments - Discretionary Investments – Unit Trusts - Retirement planning
Johan leads the Securitas Wealth Team of investment managers and advisors. He has almost three decades of experience in the financial services industry, where he has held positions with Sanlam, ABSA and Momentum Life. Johan is a Registered Financial Planner and a Member of the Financial Planning Institute.
JOHAN STEYN
DIRECTOR OF SECURITAS FINANCIAL GROUP
OUR OUTLOOK “If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.� - Suze Orman
SECURITAS RISK (LIFE) Although we hope disaster never strikes, life sometimes has a way of taking an unexpected turn. We therefore believe in comprehensive life planning: bringing the future into the present so that you can do something about it now. We assist you in developing a life plan by conducting an appropriate and comprehensive financial needs analysis, with the sole purpose of enabling you to meet your financial needs as well as those of your family and business in case of a traumatic life event (death, disability or dreaded disease). A financial life plan that is tailored to your needs will allow you to: - Provide in the needs of your family - Protect and ensure the financial soundness of your beneficiaries - Evaluate and plan for the devastating impact of disability or dreaded disease - Reduce expenses to the bare minimum - Choose executors/trustees for your estate - Reduce taxes and duties on your estate - Continue your business operations effectively
MINA BEEKMAN
SENIOR FINANCIAL ADVISOR After moving into her new role as a Securitas Financial Advisor in 2009, Mina has built an exceptional portfolio of clients, comprising advocates, doctors and medical specialists. Mina prides herself in the personal attention that she gives to her clients and ensures that each client is given the best comprehensive solution for their needs. Mina is currently leading the Risk (Life) Team at the Securitas Head Office in Pretoria.
LIFE GOES UP...
SECURITAS HEALTH “One of the best aspects of health care reform is it starts to emphasize prevention.” These are the words of Anne Wojcicki, CEO and co-founder of the personal genomics company, 23andMe. In past years, we have seen the power of having a healthy workforce through proactive and preventative health measures. Securitas Health Consultants will ensure that members make adequate financial provision for themselves and their financial dependents to cover day-to-day medical expenses and hospitalisation due to injuries or illness. We strive to encourage clients to focus on preventative health measures for sustained vitality and longevity. Our Guiding Principles: - Better Health Choose a medical aid designed with you in mind, backed by years of experience and centred on promoting better health for you and your family. - Better Experience Find simple tools and resources that make it easier to choose a plan, manage your benefits and understand your coverage so you and your family can get the care you need to live healthier and happier. - Better Cost Control Choose from a wide range of medical aid option prices and take advantage of helpful cost-estimating tools to guide you in finding coverage and care that fits your financial picture.
PETA SMUTS
CEO OF SECURITAS HEALTH CONSULTANTS Peta Smuts is a South African healthcare industry veteran, and has been providing Financial Advice since 2008, when she was appointed General Manager of Bonitas Medical Scheme’s marketing. She was instrumental in negotiating and implementing healthcare solutions for companies like Murray & Roberts, JIC mining services, Xstrata, SA Post Office and UNISA to name but a few. In 2013, Peta took up the responsibility as the acting CEO of Bonitas Marketing, after which she decided to expand her experience base and join Securitas Financial Group as the CEO of Securitas Health Consultants, where she is leading her team with a focus on medical aid and health related products.
SECURITAS SHORT TERM Aristotle said that: “The ideal man bears the accidents of life with dignity and grace, making the best of circumstances.� At Securitas Short Term Insurance we know that despite our best planning and efforts, accidents and misfortunes happen. We therefore pride ourselves in helping our clients bear these accidents with grace and ease, to reduce the anxiety during these already stressful events. There are over 100 short term insurers available to South African consumers, and finding the right solution is often a daunting task. Securitas Short Terms Insurance brokers will help you navigate through the many different quotes and service offerings to find the best solution for your profile. While we offer the standard vehicle, household and business insurance, we are also proud of all our niche service offerings, which include: - Corporate Buildings and Body Corporate Insurance
- Medical Specialist Liability cover, including malpractice cover
- Truck, Transport and Cargo Insurance
- Art, Galleries and Professional Photographic Equipment Insurance
- Fully comprehensive range of Engineering Insurance Products
- Executive, Classic and Vintage Vehicle Insurance
- Wildlife Transport Insurance
- Travel Insurance
PIETER KRUGER
MANAGER OF SECURITAS SHORT TERM
“IF YOU VALUE SOMETHING YOU WILL CREATE HABITS TO PROTECT IT”. - DANNY SILK
Pieter heads up our Short Term Insurance division. He has been in the insurance industry since 1992. He started off as a call centre agent and shortly thereafter became a consultant in both personal and commercial insurance. His passion eventually led him into specialising in various niche products to enhance the product offering to his clients. Pieter joined Noordrand Brokers in 1997, which was acquired by Securitas in 2002. Pieter has an excellent team behind him and they are constantly working together to become a preferred broker to clients.
”DIRECTION IS SO MUCH MORE IMPORTANT THAN SPEED. MANY ARE GOING NOWHERE FAST.”
SECURITAS TAX & ACCOUNTING Whether you are a medical doctor trading as a sole practitioner or whether you are an entrepreneur who is expanding your business, Securitas Tax and Accounting is there to help you stay on track and focus on what matters. We take pride in supporting you and your business to grow to the next level. And while we provide helpful insight in the management and expansion of your business, we also take care of the day to day tasks so make sure you can focus on what you are good at. We do not believe in a “one size fits all” approach to our clients, and tailor our service offerings to suit your business’ individual needs. We offer the following services: - Outsourced Accounting - Tax Services and Tax planning - Secretarial Services - Annual Financial Reporting
- Governance, Risk and Compliance assistance - Business Process Enhancements - Improving Working Capital Management
MARLI GROVÉ
MANAGING DIRECTOR OF SECURITAS TAX & ACCOUNTING Marli is a qualified CA(SA) who has a passion for growing small businesses through building trust relationships with her clients. She spent short of four and a half years specialising in the audit of Information Systems, advising on Business Process enhancement and working on IT Risk Management at one of the Big Four auditing Firms. Marli has subsequently been involved in growing businesses from the ground up – from prospecting new clients, to running the day to day finances and advising on the strategy of companies. She is currently leveraging those skills as part of the Securitas Group as the Managing Director of Securitas Tax and Accounting Services.
SECURITAS TRUSTS & ESTATES Your last will and testament is one of your most valuable documents. It gives you the ability to distribute your estate, choose your heirs, appoint guardianship, and give your most precious belongings to your chosen people. But it’s important to keep in mind that a last will is a part of an estate plan, not an entire estate plan. Securitas Trusts and Estates are experts at assisting you to plan your estate for the future of your loved ones after you have passed away. We will assist in setting up your last will and testament, as well as prepare a comprehensive estate plan tailored to your specific situation. As the executor of the deceased estate, we take the hands of your loved ones after your passing and allow them to work through their loss while we ensure that the estate is seamlessly finalised. Our services include: Assisting with the drafting of your last will and testament Creating a comprehensive estate and succession plan Acting as executors of your deceased estate
...LIFE GOES DOWN...
Alta joined the Securitas team in 2006 where she gained invaluable experience in each of the aspects of the financial services industry. Recently, Alta changed her focus back to a role that she fulfilled in past years at a legal firm in estate administration, and as such, she is currently the head of the Trusts and Estates department in the Securitas Group.
ALTA OLIVIER
MANAGER OF TRUSTS & ESTATES
SECURITAS FUNERAL PLAN Losing a loved one is never easy, and during your time of grief you should be able
We therefore started designing a funeral plan that would meet all our clients’
to celebrate the life of the deceased without having to worry about the finances
needs. We are proud to launch our Securitas Funeral Plan exclusively to all our
to give them a dignified funeral. In our years of experience in estate planning and
existing Securitas clients. Our funeral plan rewards you for being a loyal client
assisting numerous clients and their families with deceased estates, we found
of Securitas, and therefore qualifying clients will receive up to 40% discount on
that there was a need for a comprehensive funeral benefit plan.
their monthly premiums.
HANNES BRESLER MANAGING EXECUTIVE
Hannes is a CERTIFIED FINANCIAL PLANNER® and is responsible for Product development and Regulatory and Information systems in Securitas. Hannes worked at a leading telecommunication company for 20 years before changing his career to Financial Planning by completing his Postgraduate degree and registering at the FPI as a CFP®.
Dricus is responsible for Product development and the Securitas Brand and Communication. He has played a pivotal role in the development of the funeral plan, and will assist the team in supporting the new roll out of our exciting new product. Dricus also has over three years’ experience in communication and video editing.
DRICUS LIEBENBERG
COMMUNICATION OFFICER
SECURITAS EMPLOYEE BENEFITS Once you have great employees on board, how do you keep them from jumping ship? One way is by offering a good benefits package. Many small-business owners mistakenly believe they cannot afford to offer benefits. But while going without benefits may boost your bottom line in the short run, that penny-wise philosophy could strangle your business’s chances for long-term prosperity. Securitas Employee Benefits provides professional consulting services to employers and their employees to ensure that they enjoy the best group risk advice and service the industry has to offer. We can assist in providing: - Group Death Benefits for both your employees and their spouses - Group Disability Benefits for both your employees and their spouses - Group Funeral Cover - Group Income Protectors - Group Retirement Benefits
...BUT YOU HAVE TO KEEP THE END GOAL IN SIGHT.
HEALTH CONSULTANTS TESTIMONIAL We would on a scale of 1 to 10 recommend Securitas Health Consultants on a level 10 as a medical aid consultant for any company and they have the proven ability to deliver exceptional service. Mr. B Hoffman Executive Manager Ekurhuleni Metropolitan Municipality
TRUSTS & ESTATES TESTIMONIAL Finalising the estate of a loved one is one of the most difficult things I ever had to do. From the start Alta made this easy with her great empathy. She took the burden off my shoulders and did all the work and kept me in the loop throughout the process. The estate was completed quickly and without any difficulties. Thanks Alta for being so professional and yet caring through the process! Mrs. Veronica Duncan
RISK TESTIMONIAL I have recently been in the unfortunate position of being unable to practice because of a protracted illness. Through proper financial planning and the prompt resolution of my income replacement benefit claim by Securitas, I was able to meet all my financial obligations. Dr. Sasha Botha
CONTACT US:
Head Office - Pretoria East 012 990 5000
INFO@SECURITAS.CO.ZA | WWW.SECURITAS.CO.ZA Cape Town 021 202 2736
Louis Trichardt
Durban 086 177 8883
PTA North
Jo’burg
PTA East
George 086 177 8882
Durban
Johannesburg 011 678 6106
Louis Trichardt 015 516 1032
Cape Town
George Somerset West
Pretoria North 012 990 5000
Somerset West 021 202 2736 Securitas Financial Group is an Authorised Financial Services Provider (FSP 6536).