COMPOUND INTEREST, THE 8TH WONDER OF THE WORLD IS THE KEY TO A SUCCESSFUL RETIREMENT​

Our services

Zurk Botha Associates (Pty)Ltd is a registered financial provider
FSB No: 17350

Financial Planning

We follow the six-step process as determined by the international professional body of the Financial Planning Association (FPA – locally FPI).

Investments​

Our objective is to simplify the world of investments in such a way that you understand why a solution fits your circumstances.

Long term Insurance

We can assist with individual and business assurance needs, analysing key aspects to identify specific needs.

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Independent Financial Advisory Practice ​

As an independent financial advisory practice, we focus on comprehensive employee benefits advice and intermediary services, global investment advice, retirement planning, estate planning (including last will and testament) risk assurance (life and disability cover) and related intermediary services.

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We hold membership in the Financial Planning Institute (FPI) and the Certified Financial Planner (CFP®) professional designation, in high regard. We believe in the continuous knowledge and skills development of all staff and the embracing of technology for the ultimate benefit of our clients.

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Why us

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently."
Warren buffet