Your partner in Health & Wealth
Ensure Solvency Through Effective Planning
About Us.
XPert Wealth is a dynamic South African based, Independent Financial
Advisory firm that offers a complete suite of advisory services,
specialising in Wealth Planning, Retirement Planning, Short-Term
Insurance Solutions, HealthCare Advisory and Support Services,
Insurance Solutions to South African Employer Groups and Medical Aid
Schemes.
Health-Care Offering
XPert Wealth is contracted and accredited with the Major Medical Aid Schemes in South Africa.
Short-Term Insurance Offering
XPert Wealth works with over 24 Insurance Companies, that allows us to shop around and find the best possible deal for you.
Wealth and Retirement
Formulate a proper and executable plan for our clients’ finances which includes Buy and Sell Agreements, Key Man Insurance, Tax Planning and Advice in terms of Risk Planning in all its facets.We Provide Best Insurance Policy.
Health Care
XPert Wealth is contracted and accredited with the Major Medical Aid Schemes in South Africa.
Short-Term Insurance
XPert Wealth works with over 24 Insurance Companies, that allows us to shop around and find the best possible deal for you.
Commercial Insurance
Protection against potential loss through unforeseen circumstances like theft, liability and property damage.
Professional Liability
Insurance that protects professionals from claims initiated by their clients.
Wealth and Retirement
Formulate a proper and executable plan for our clients’ finances which includes Buy and Sell Agreements, Key Man Insurance, Tax Planning and Advice in terms of Risk Planning in all its facets.
Our Partners.
