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

Financial Workshop A Fresh Approach to Financial Services

Category Description Advice Intermediary
CATEGORY I
Long-Term Insurance: Category A
Short-Term Insurance: Personal Lines
Long-Term Insurance: Category B1
Long-Term Insurance: Category B2
Long-Term Insurance: Category C
Retail Pension Benefits
Pension Funds Benefits (excluding retail)
Participatory interests in Collective Investment Schemes
Health Service Benefits

Financial Workshop Services Offered:

Business Assurance

Income Protection Options

Investment Options

Medical-Aid Option:

Medical GAP Cover:

Retirement Planning (Pre-retirement):

Retirement Planning (Post-retirement):

Risk Options

Short-term Insurance Option:

Unit Trusts Options