We are here to serve South African Professionals. Objective and highly innovative financial planning solutions is what we deliver.
We remain linked to multiple Independent Discovery Financial Consultancies in South Africa. Our existing clients will still be able to access the best Discovery Professional Financial Planners who are not sales or commissions driven.
We are motivated by Service Excellence.
We develop solutions for you and your business with your financial objectives in mind. These range from investment advice, to car and life insurance, to estate planning (including wills), to medical aid and health insurance, to commercial insurance and company staff benefits too (provident funds, group life insurance and medical aid).
For individuals, our consultation fees vary with the complexity of the task and could even be free of charge, contact us for more information.
A monthly retainer is an option for business's and companies who opt for us to manage their staff's portfolios frequently.
This suite of services include:
- providing frequent updates on product changes,
- presenting quarterly Financial Education seminars
- Developing bespoke financial plans for staff
When you chose Discovery's Professional Services, you will never have to contact a call center again. You would not have to depend on a phone app too.
We pride ourselves on providing personalized, face to face, and a tailor made service that suits your needs.
A specialty benefit of dealing with us is that we have made the phenomenally complex Vitality product simple for our clients. We develop bespoke Vitality Health, Vitality Drive and Vitality Money road maps for our clients that show them the steps required to get to Diamond.
Company Details
- Founded
- -
- Address
- 1 Discovery Dr, Johannesburg,gauteng 2092,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://in-person.co.za/
- Keywords
- Johannesburg.
- HQ
- Johannesburg, Gauteng
Insurance For Engineers Questions
Insurance For Engineers's website is https://in-person.co.za/
Insurance For Engineers's LinkedIn profile is https://za.linkedin.com/company/discovery-professional-services
Insurance For Engineers's industry is
Financial Services
Insurance For Engineers's top competitors are
Fachs Insurance Brokers,
Insurance Transformation Africa,
Equisure Insurance Broker,
Ample Insurance Brokers,
Gl Insurance Brokers,
Insurance South Africa,
Naso Insurance Brokers,
Benmore Insurance Brokers Cc,
F&i Insurance,
Insurance Dad Sa.
Insurance For Engineers's categories are Financial Services
Insurance For Engineers's founding year is 2018
