You will be delighted with our service
Excellent Products
Welcome to Stenvest Risk and Financial Planning
Stenvest provides personalised service excellence through qualified advice and excellent products.
We provide advice that is honest and based on your needs and your interest. We pride ourselves on our frequent, transparent communication and compliance.
Our goal is to ensure that you are delighted with our service.
We offer a full financial services package that includes life assurance, investment, retirement planning and wills and trusts. We also offer personal and commercial short-term insurance and medical insurance.
Services
We proudly provide service excellence to our clients all the time. We attend to each enquiry or transaction on the same day, if we can, and certainly with 48 business hours.
Our attention to detail ensures that we carry the administrative load, not you.
We are very careful about our clients’ records, and store information both in individual client files and in digital format using the Spotlight Interactive System.
Our dedication to service and to compliance provides our clients with the peace of mind that meets their long-term goals.
Insurers
Stenvest holds contracts with Discovery, Old Mutual, Momentum, Liberty, Sanlam, FMI, Santam, BSG Hollard and Mutual & Federal.
