Broker Assist – Broker Assist offers short term insurance, Medical aid, Life Assurance, Risk Benefits and investment advice. We represent all Major Insurance and Investment Houses.

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

Life

Planning for the future means having a vision. At Broker Assist, our goal is to guide you towards that vision.

Investment

Life is about choices. So, when it comes to investing, we like to equip you with the knowledge to make the right ones.

Insurance

Your assets are your wealth. That is why it makes financial sense to ensure that they are covered at competitive rates, at all times.

Health

Health is an undervalued asset. Often, we only realize the importance of medical aid when it is too late.

Retirement

Only a very small percentage of South Africans are able to retire comfortably, for the rest it means working for longer or being supported by family.

Estate planning

Having to deal with a deceased loved one’s financial affairs can be very emotional and even more stressful if the affairs are not in order.

Corporate solutions

Big and small companies may all have the same view. Offering benefits to their employees is a sincere gesture in showing employees they are valuable.

Business assurance

To ensure your business remains ongoing during these times, cover can be taken to secure you against financial hardship.

Life

Planning for the future means having a vision. At Broker Assist Life, our goal is to guide you towards that vision.

Investment

Life is about choices. So, when it comes to investing, we like to equip you with the knowledge to make the right ones.

Insurance

Your assets are your wealth. That is why it makes financial sense to ensure that they are covered at competitive rates, at all times.

Health

Health is an undervalued asset. Often, we only realize the importance of medical aid when it is too late.

Retirement

Only a very small percentage of South Africans are able to retire comfortably, for the rest it means working for longer or being supported by family.

Estate planning

Having to deal with a deceased loved one’s financial affairs can be very emotional and even more stressful if the affairs are not in order.

Corporate solutions

Big and small companies may all have the same view. Offering benefits to their employees is a sincere gesture in showing employees they are valuable.

Business assurance

To ensure your business remains ongoing during these times, cover can be taken to secure you against financial hardship.

Life

Planning for the future means having a vision. At Broker Assist Life, our goal is to guide you towards that vision.

Investment

Life is about choices. So, when it comes to investing, we like to equip you with the knowledge to make the right ones.

Insurance

Your assets are your wealth. That is why it makes financial sense to ensure that they are covered at competitive rates, at all times.

Health

Health is an undervalued asset. Often, we only realize the importance of medical aid when it is too late.

Retirement

Only a very small percentage of South Africans are able to retire comfortably, for the rest it means working for longer or being supported by family.

Estate planning

Having to deal with a deceased loved one’s financial affairs can be very emotional and even more stressful if the affairs are not in order.

Corporate solutions

Big and small companies may all have the same view. Offering benefits to their employees is a sincere gesture in showing employees they are valuable.

Business assurance

To ensure your business remains ongoing during these times, cover can be taken to secure you against financial hardship.

Life

Planning for the future means having a vision. At Broker Assist Life, our goal is to guide you towards that vision.

Investment

Life is about choices. So, when it comes to investing, we like to equip you with the knowledge to make the right ones.

Insurance

Your assets are your wealth. That is why it makes financial sense to ensure that they are covered at competitive rates, at all times.

Health

Health is an undervalued asset. Often, we only realize the importance of medical aid when it is too late.

Retirement

Only a very small percentage of South Africans are able to retire comfortably, for the rest it means working for longer or being supported by family.

Estate planning

Having to deal with a deceased loved one’s financial affairs can be very emotional and even more stressful if the affairs are not in order.

Corporate solutions

Big and small companies may all have the same view. Offering benefits to their employees is a sincere gesture in showing employees they are valuable.

Business assurance

To ensure your business remains ongoing during these times, cover can be taken to secure you against financial hardship.

Life
Investment
Insurance
Health
Retirement Planning
Estate Planning
Business Assurance
Corporate Solutions
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