As a multidisciplinary financial services provider, we recognize the value in careful planning and sound advice. Since 2001, we have been giving people and businesses guidance that makes a real difference.
Through ethics, integrity, and objective advice, we have earned the respect of our clients in our community.
Our personal approach to financial planning by our trained specialists will provide insights for your unique needs.
Service is not a privilege, it comes standard with every Broker Assist experience.
Broker Assist was founded in 2001 by André and Marie Kotze.
André has been in the Industry since 1978 and is a Certified Financial Planner with several qualifications, including a MBA from Potchefstroom University. André is also a qualified Tax Technician. Marie is a Medical aid specialist and holds a Certificate in Financial Planning. Lize Smith, their daughter has also joined the family business as a financial advisor in 2015. Lize holds a National Diploma in Business Administration and a National Certificate in Wealth Management. We pride ourselves in the quality service we provide our customers. We employ several administration staff to assist our clients at all times with queries and back-up services.
Broker Assist offers life assurance, medical aid, short term insurance, investment advice, retirement and estate planning.
We represent all major insurance and investment houses