Buchner Group

Financial Services

In our role as financial advisers, we strategize, develop and implement customised financial, wealth management and insurance services that grow and protect the wealth of both individuals and business clients.

Providing life, disability and severe illness cover, medical aids, short term insurance, off-shore investments, pension and provident funds, retirement annuities, short term investments and assistance with financial emigration.

 

WHO DO WE SERVE

Our aim is to deliver a comprehensive range of insurance and financial services to clients seeking to achieve optimal returns. Our wide range of services allows us to deliver impressive results to businesses as well as retirees, sole proprietors and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service.

 

WHAT WE DO

Business financial planning services:

  • Financial planning for businesses, including insurance for individuals, contingent liability insurance, buy and sell agreements
  • Business succession planning
  • Commercial short-term insurance
  • Group medical aid
  • Group benefits (pension and provident funds)

Individual financial planning services:

  • Estate planning and wills
  • Financial planning for individuals including advisory services:
  • for investments, (RA's, pensions, retirement planning, endowments, unit trusts and offshore investments)
  • life, disability and severe illness assurance
  • healthcare (medical aid, hospital)
  • short term personal line insurance

International Services:

  • Financial emigration
  • Transferring of Pension and Retirement Annuities out of South Africa
  • Golden Visa's for Cyprus - Buy permanent residency or Cypriot Citizenship
 

A GROWING PORTFOLIO

In order to be able to provide our clients with a balanced and comprehensive product offering Buchner Group has contracts with Allan Gray, Bright Rock, Capital Legacy, Discovery Health, Life, Invest, Vitality and Insure, FMI, Hollard, HRS-Sasfin, Innovation Group, Liberty, Platinum Portfolios, Momentum, Sanlam and Stratum.

 

OUR PEOPLE

Ludwig Buchner
Ludwig Buchner

Independent Financial Advisor

Wayde Morsink
Wayde Morsink

Independent Financial Advisor

Elena Georgiou
Elena Georgiou

Independent Financial Advisor

Bonnie van Niekerk
Bonnie van Niekerk

Marketing

Debbie Attenborough
Debbie Attenborough

Admin

21 Linksfield Road, Dunvegan, Edenvale 1609

Tel: (0)11 024 5981

Email: ludwig@buchnergroup.com