Skilled financial planning not only serves as a solid foundation for the future, but also helps you use your resources more effectively.
Services
01
Personal Wealth Management
and Retirement Planning
02
Investment Products
and Services
03
Asset Management
Products and Services
04
Short-term Insurance
and Health Insurance
05
Institutional Stockbroking
Products and Services
06
Employee Benefits
Consulting and Services
Our people are the heart of our business
and the foundation of our clients’ success.
Genesis Advisory Services
Skilled financial planning not only serves as a solid foundation for the future, but also helps you use your resources more effectively. At Genesis Advisory Services SA we’re concerned about your financial wellbeing, which is why we systematically guide you to select the most suitable risk and profit-yielding investment solutions available from Discovery Life and Discovery Invest.
We always set aside time to assess each of our client’s needs and our services are delivered with a unique blend of relentless originality, exceptional skill and professional integrity. Our suite of services is based on a three-pillared approach that includes:
1.
Protection options to plan for life’s unexpected events
2.
A range of investment options, and
3.
Fiduciary services.
Our financial advisors are highly skilled professionals who have the knowledge and experience to provide you with expert advice on all aspects of personal financial planning, and access to the products and services you need. They are bound by legislation that governs their conduct and advice and protects your interests as our client.
Genesis Advisory Services SA is a juristic representative of Discovery Life Limited. Discovery Life Limited is an authorised financial services provider (FSP 18147). Our financial advisors specialise in providing advice about the Discovery Life and Discovery Invest products.