CGS Insurance Brokers - Financial Planners
Insurance in Durban

CGS Insurance Brokers is a small, exclusive financial services brokerage.  we provide advice through to application stage and exemplary 'after sales' service with regular contact, updates, portfolio reviews, administration, queries and service all free of charge for any long term insurance products or medical aids.Services offered by us are:Medical aidsRetirement planningInvestments (lump sum or recurring)risk planning (death, disability and dread disease cover)Education planningEstate planningCorporate/Employee benefits (Pension and Povident funds)We provide a superior level of service to clients and strive to maintain a standard that is unmatched in the industry.All systems and processes employed in the practice are fully compliant.We are a highly trained, dedicated team that encourages and practices total openness and transparency in all our dealings whether it is with each other, our clients or product providers.

We provide a superior level of service to clients and strive to maintain a standard that is unmatched in the industry. All systems and processes employed in the practice comply fully with the Financial Advisers and Intermediary Services Act. We are a highly trained, dedicated team that encourages and practices total openness and transparency in all our dealings whether it is with each other, our clients or our product providers. The financial stability of the practice is vital to ensure ongoing, uninterrupted service to our clients into the future. Alicia matriculated from Stirling High School with a matric exemption, after which she did some studying and odd jobs in Port Elizabeth. Alicia then travelled to the UK for two and a half years where she worked and travelled. When Alicia returned to East London in 2006, she applied to become an administrative assistance at CGS Insurance Brokers and started her introduction into the financial planning industry. She also completed her National Certificate in Financial Planning (NQF6) through Milpark Business School. Recently the Financial Services Board released compulsory exams called regulatory exams that every person involved in the financial industry must write. She will be writing the RE1 exam soon, which is for Key Individuals. She will also be completing the highest qualification you can complete for financial planners called the CFP. She then did a 2 year stint of travelling and working in the UK where she gained experience in property management, customer services and marketing. Upon returning to South Africa Landie worked at a company where she specialized in marketing accommodation online. She gained extensive knowledge of the background work in the financial services industry and wrote and passed her first Wealth Management examination in Landie is now a registered Financial planner with enough credits to satisfy the Financial Services Board of her qualifications. She is also accredited with the Council of Medical Schemes and is licensed to market and sell medical aids. Have you thought about retirement and how much you should be saving towards it?Most people leave thinking about retirement until it’s too late to save a substantial amount or think that what they already have in place is sufficient.People are living longer, which means more money is needed in retirement to ensure you can support yourself and not have to rely on family and the meagre government grant. If you invest in an RA only, and have no pension or provident fund contributions, 15% of your contributions are deducted.