Issuu on Google+

C O M P A N Y P R O F I L E Prosperity through Integrity






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





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…


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.





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.



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


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.


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.


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 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.


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


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


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.



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 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.



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


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


Head Office - Pretoria East 012 990 5000


Louis Trichardt

Durban 086 177 8883

PTA North


PTA East

George 086 177 8882


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).

Company Profile