The Robert Group
Insurance in Ballito

Long Term InsuranceGroup ServicesPension Funds / Provident FundsGroup Medical Aid BenefitsPartnership InsuranceKey Man InsuranceIndividual ServicesPersonal Financial PlanningLife InsuranceDisability InsuranceSevere Illness InsuranceMedical AidWills & TrustsShort Term InsuranceCommercial Lines (Business Insurance)Personal Lines (Motor & Household).

As fellow professionals, we understand that and we believe you should be acknowledged for your success. Rather, we focus on creating sustainable lifestyles. As independent financial advisers with over three decades of experience, we are able to create unique cover and investment portfolios based on your unique family and business needs. With over 30 years in the industry, we have created an independent firm capable of offering comprehensive wealth management and insurance services. The strength behind our brand of financial services, our partners offer customised planning products for every investor. We don’t simply sell our clients products, we offer them opportunities for security and growth. Our trademarked Wealth Connect services offers a comprehensive view of your portfolio, allowing you to track investment growth easily and in one place. Looking for advice on your insurance and investments? See if you qualify for our private wealth services. We believe in sustainability and use our independent status, industry experience, and expertise to develop tailor-made investment and insurance solutions for our clients. From cover for your current lifestyle through to planning for retirement, our solutions are designed to ensure financial security and growth throughout your life. A fiduciary is an individual or organization legally responsible for managing assets on behalf of someone else. Reviewing current Wills and drafting of new Wills, to ensure that Wills are tailored to carry out your wishes and directives. Taking Executor appointments with the emphasis on fee transparency to ensure that executor’s fees are both fair and reasonable and that your appointed executor is not the biggest creditor of your Estate. Deceased Estates administration, centred around professionalism, expedience and empathy in what is often an emotional and financially difficult time for loved ones. Drafting and registering of Family Trusts, Business Trusts and Property Trusts to facilitate your long term estate planning objectives with emphasis on asset protection and reduction in death costs and duties. Taking Independent Trustee appointments, to ensure proper trust governance and separation between the control (Trustees) and enjoyment (Beneficiaries) of the trust assets. Reviewing and Drafting amendments to existing Trust Deeds often required to ensure better tax efficiencies, remove any controlling issues which could undermine the legitimacy of a trust and improve on the overall administration of the trust. Facilitating resignation and appointments of Trustees through the Masters Office. Efficient Trust Administration through electronic signatures & online folders.