What can you expect from Bovest?

Our clients will be familiar with the integrated approach we have to financial planning. We have spent a lot of time developing our services and have chosen only the best specialists to partner with us in order to enhance our service offering.

Our clients are the centre of our business and all services have been designed to exceed expectations and match specific needs. Every member of Bovest is a specialist in their respective field and our adaptability remains key.

So what do we as Bovest offer our clients?

Local Investments

  • Long- and short term investments
  • Retirement Annuities
  • Post-retirement products
  • Tax Free Savings
  • Bovest Fund Solutions

Global/Offshore Investments

  • Invest directly offshore via one of our LISP partners.

Business Assurance

  • Buy & Sell Agreements
  • Key Person Insurance
  • Liability Cover

Life Insurance

  • Death Cover
  • Disability Cover
  • Severe/Critical Illness Cover
  • Income Protection

Short-term Insurance

  • Personal Short-term Insurance
  • Commercial Short-term Insurance

Medical Aid

  • Personal medical aid advice.
  • Group Medical Aid for employers.

Tax/Accounting Services

  • Personal Income Tax
  • Tax Planning
  • Accounting
  • Financial Management Solutions

Fiduciary Services

  • Drafting- and safe keeping of a will.
  • Setting up- and management of a trust.

Contact your Wealth Manager if you need advice surrounding any of the above mentioned services.

We are excited for 2021 and remain focused on the task at hand and will continue to grow and adapt as a team.

Ruvan J Grobler 

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