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

Elena Georgiou
Elena Georgiou

Independent Financial Advisor

Bonnie van Niekerk
Bonnie van Niekerk

Marketing

Debbie Attenborough
Debbie Attenborough

Admin

Nigel Tennant
Nigel Tennant

Succession Partner

 

Succession Plan

A key consideration for any financial practice should be – What happens if the key person/owner should pass away or get seriously injured and is no longer capable of working? Who will look after the practices’ clients? What will happen to the staff who interacts with the client’s daily and takes care of all the administrative functions? What happens if the key person/owner starts to slow down as they move into the twilight years?

To address this I have teamed up with Nigel Tennant of First Advisors. Should anything happen to me, my practice goes to Nigel. I have also taken out sufficient life cover to ensure that all the practice expenses, including staff, can be paid for a minimum of 6 months. It will also leave enough funds in the company account to reimburse Nigel for his time while he communicates with you our clients and also properly structure resources to cope with the new, larger, practice. In due course, with you being informed every step of the way, you will be migrated to First Advisors.

We have worked and known each other for the better part of 15 years. To know more about Nigel and his company Visit his website: https://www.firstadvisors.co.za/ In addition please see a short biography of Nigel Tennant below.

- Nigel Tennant is the Founder and owner of First Advisors and has achieved 35 years of Financial Planning experience having started his career in the early years of 1979. Nigel has established his reputation in the industry as a professional, ethical and highly skilled Financial Planner. Nigel has acquired qualifications in Financial Wealth Management (NQF5) and Diplomas in Marketing and Financial Management. Nigel has completed the industry regulatory exams: RE 1 Level 5 and RE 1 Level 1 and maintains industry-related CPD points -

We hope this will give you peace of mind knowing that we have a properly planned and funded succession plan should anything unforeseen happen.

21 Linksfield Road, Dunvegan, Edenvale 1609

Tel: (0)11 024 5981

Email: ludwig@buchnergroup.com