Contact Details:
Tel Number: +27 21 551 5957
Email Address: ivan@financial-workshop.co.za

Financial Workshop (Cape) Pty Ltd Company Profile

Financial Workshop is a completely independent brokerage established in January 1992. We have contracts with all the major assurers and service the Western Cape at large. We specialise in Domestic Short Term, Investments, Medical Aid, Medical Gap Cover, Retirement Products, Risk, Unit Trusts and more.

Our staff complement is made up as follows Ivan Krug Director - Sales, Patrick O Reilly - Sales, Michelle Hey(Independant - Administration), Walde Barske (Independent - Compliance).

Financial Workshop General Disclaimer:

The content of Financial Workshop does not constitute legal, tax or financial advice, nor does it necessarily reflect the views of our management staff, shareholders, associates, contributors, authors, suppliers or users. Even though every endeavour has been made to ensure the accuracy of the information and content we cannot be held responsible for any errors and/or omissions. By using this web site you agree to accept and abide by our terms and conditions.

Financial Workshop Process:

Identify/prioritize objectives:
We'll assess your dreams, goals and needs to develop a clear vision of your financial future.
Gather information:
We'll review all existing investments, insurance policies and retirement plans.
Analyze information:
We'll work together to understand the big picture of your financial situation and how the different elements may impact on each other.
Propose recommendations:
We'll provide written financial planning solutions that align with your needs and goals.
Take action:
Once we propose specific financial solutions to help you reach your goals, we can put your plan into action.
Track ongoing progress:
Because your needs and goals evolve over time, it's important to track your progress as part of an ongoing process.

Financial Workshop (Cape) Pty Ltd Documentation

Please click here to view the Financial Workshop Disclosure Letter.

Please click here to request any Financial Workshop documents that you require.