Frequently Asked Questions

Explore answers to some of the most frequently asked questions about Wealth Brokers, our financial services and how we can help you protect what matters most.

01 | General

  • Wealth Brokers is an insurance and financial services provider based in Oudtshoorn, South Africa. We offer personalised solutions covering life insurance, investment planning, estate planning and short-term insurance, helping individuals, families and businesses make informed financial decisions.

  • Wealth Brokers is based in Oudtshoorn, Western Cape, South Africa. Get in touch with our team to discuss your requirements or arrange a consultation.

  • Wealth Brokers was founded by Jacques Strydom, who brings over 20 years of experience in the financial services industry. The business forms part of the Hexagon Capital group.

  • Wealth Brokers maintains relationships with established financial services providers, including Momentum, Discovery and Old Mutual. These relationships allow us to explore a range of financial and insurance solutions suited to our clients' individual needs.

02 | Life Cover

  • Life cover provides financial protection for your beneficiaries in the event of your death, subject to the terms of your policy. It can help your loved ones manage financial responsibilities, settle outstanding debts and maintain financial stability during a difficult time.

  • The appropriate amount depends on your individual circumstances, including your income, outstanding debts, dependants and future financial responsibilities. We can help you explore suitable cover based on your specific needs.

  • Many life insurance policies allow adjustments to your cover, subject to the insurer's terms and conditions. Reviewing your policy after significant life events, such as marriage, having children or purchasing property, can help ensure your cover remains appropriate.

03 | I&E Planning

  • Investment planning helps you develop a structured approach to achieving your financial goals. Whether you're preparing for retirement, building wealth or saving towards a specific milestone, a considered investment strategy can help align your financial decisions with your long-term objectives.

  • Not at all. Investment planning can benefit individuals at different income levels and stages of life. The key is understanding your financial position, identifying realistic objectives and exploring suitable options based on your circumstances.

  • Estate planning involves organising your financial affairs and making arrangements for how your assets should be managed and distributed after your death. It can include wills, beneficiary arrangements, estate liquidity and other important financial considerations.

  • Estate planning is worth considering as soon as you begin accumulating assets, have financial dependants or wish to make arrangements for your loved ones. Reviewing your estate plan periodically can also help ensure it continues to reflect your wishes and circumstances.

04 | Short-term Insurance

  • Short-term insurance provides financial protection against specified risks involving assets such as vehicles, homes, household contents and business property. The exact protection depends on the type of policy, insurer and applicable terms and exclusions.

  • Yes. Wealth Brokers offers short-term insurance solutions for individuals and businesses, helping clients explore appropriate protection for their personal belongings, property, vehicles and business-related assets.

  • Your insurance requirements may change as you acquire new assets or your circumstances evolve. Periodically reviewing your existing policies can help identify potential gaps, unnecessary cover or areas requiring adjustment.

05 | Working with us

  • Simply contact our team through the website. We'll discuss your requirements, gain a better understanding of your circumstances and guide you through the available options.

  • No. You don't need to have a particular product or solution in mind. Our approach begins with understanding your needs and financial priorities before exploring suitable options.

  • You can contact our team to discuss your current financial arrangements and determine whether a review would be appropriate. This may help identify opportunities to adjust your cover or better align your financial solutions with your circumstances.

  • Wealth Brokers believes in building long-term client relationships. We aim to provide continued guidance and assistance as your financial needs and circumstances evolve, subject to the services agreed upon.