Assupol Financial Services is a brokerage within Assupol Life which renders a professional service, tailored to the needs of the customer. We are accredited with major life assurers and investment service providers and offer customers objective and impartial professional advice, especially for financial and retirement planning, covering the full spectrum of investments, life assurance and wills.

After a thorough financial analysis has been done for the client, a recommendation is made, taking into consideration the available products and services of Assupol Life, as well as those of other reputable service providers.

Range of Services

• Wills and Estates
• All forms of Life Assurance e.g. life, bond, term, funeral, etc.
• Savings and Investment Plans from small monthly savings to large capital investments, income or growth plans, or a combination, guaranteed investments, off-shore investments, collective investments, retirement planning and products (pension schemes, retirement annuities, preservation funds, life annuities, living annuities, etc.).
• Video assisted interactive educational presentations on financial life skills to groups of clients and potential clients. This is also testimony to the practical way in which Assupol Life approaches its social responsibilities.

The main focus, however, is to render personal and professional service to existing and potential clients in a quest to empower them to become and to stay financially independent.