Our Services
At Arthur Wienburg and Company, we are dedicated to providing exceptional service and expertise. Whether you are just starting your financial journey or are looking to refine your existing plans, we are here to help you navigate the complexities of financial management.
Comprehensive Financial Planning
We take a holistic approach to financial planning, ensuring that all aspects of your financial life are considered. Our team works with you to create a detailed financial plan that aligns with your goals, whether you’re planning for retirement, funding education, or managing cash flow.
Investment Management
Our investment management services are designed to help you grow and preserve your wealth. We develop customized investment strategies that reflect your risk tolerance and financial objectives, providing ongoing monitoring and adjustments as market conditions change.
Retirement Planning
Planning for retirement is a critical step in securing your financial future. We offer tailored retirement planning services that include projections of your retirement income, tax-efficient withdrawal strategies, and investment options to ensure you can enjoy your retirement years to the fullest.
Risk Management and Insurance Planning
Protecting your assets is essential. We evaluate your current insurance coverage and recommend policies that meet your specific needs, including life, health, disability, and long-term care insurance, to safeguard you and your family against unforeseen events.
Short term Insurance
We offer comprehensive short-term insurance solutions designed to protect you and your assets in line with South African financial regulations. Our services cater to a wide range of needs, from personal property and vehicle insurance to business liability and commercial cover and even pet cover
Medical Aid
We understand that access to quality healthcare is essential for your well-being and peace of mind. Our medical aid services are designed to provide comprehensive coverage tailored to your needs, in compliance with South African healthcare regulations and financial laws.
Speciality Jewellry Insurance
Gem and Jewel Insurance was developed in collaboration with experts in the jewelry and precious assets industry along with our very own Gary Cross to cover stock, premises, contents as well as risks such as business interruptions. Offering various solutions to jewelers from courier coverage to security to additional season coverage.
Estate Planning
Our estate planning services help you ensure that your assets are distributed according to your wishes. We assist with wills, trusts, and other strategies to minimize tax liabilities and provide for your loved ones after your passing.
Tax Planning
Effective tax planning is a vital component of any financial strategy. We work closely with you to identify tax-saving opportunities and develop strategies that help you keep more of your hard-earned money.
Business Financial Planning
For business owners, we offer specialized services that include business succession planning, cash flow management, and employee benefit strategies, all designed to support the growth and sustainability of your business.
Education Funding Strategies
We understand the importance of education and can help you develop a plan to save for your children’s or grandchildren’s future education expenses, utilizing various investment vehicles to maximize your savings.
Pet Insurance
Your fur babies are family, and their health is paramount. Our comprehensive pet insurance plans provide peace of mind, ensuring that you can afford the best veterinary care for your pets when they need it most. With customizable options tailored to your specific needs offering coverage for accidents, illnesses, and routine care, allowing you to focus on what truly matters—keeping your furry friends happy and healthy.
Meet Our Team
Our team of financial advisors is dedicated to providing the best service to our clients.
CHANTEL BOTHMA
Director of Arthur Wienburg and Co
Introducing Chantel Bothma, the Director of Arthur Wienburg and Co, and our reigning queen bee! With 25 years in the insurance industry, she boasts a wealth of knowledge across various products. Chantel truly lives for her clients, consistently going above and beyond to ensure they receive the best coverage tailored to their lifestyles and financial needs. Her ability to listen and understand is unmatched! A breath of fresh air, Chantel brings innovative ideas and a passion for growth to the team, all while maintaining her goal-driven attitude. With her at the helm, our clients are in exceptionally capable hands!
MADELEINE ACKERMAN
Client Relationship Manager
Introducing Madeleine Ackerman, our dynamo of a Client Relationship Manager! Packed with energy and enthusiasm, she’s a powerhouse in a small package. Madeleine thrives on connecting with clients, dedicating herself to understanding their needs and concerns. Whether it’s a quick chat or a deeper discussion, she’s always ready to listen and provide solutions. With her passion for building relationships, you can count on Madeleine to make every client feel valued and heard. She truly lives for her clients, and her vibrant spirit lights up our team!
MARIAAN LAUBSCHER
Practice Manager
Meet Mariaan Laubscher, our lively Practice Manager! Known for her straightforward approach and ability to see all sides of any situation, Mariaan brings a unique balance to our team. With a loud laugh that can brighten anyone’s day, she’s also our go-to person for ensuring we never run out of coffee and that salaries are always paid on time. Her passion for service excellence shines through in everything she does. Mariaan keeps our operations running smoothly, all while making the workplace a more enjoyable place to be!
MARTHIE HOLTZHAUSEN
Compliance Officer
Meet Marthie Holtzhausen, our Compliance Officer and resident short-term insurance whizz! With an uncanny ability to keep us all in line, Marthie ensures that every “t” is crossed and “i” is dotted, all while maintaining a warm and approachable demeanor. She navigates the complexities of claims like a pro, swiftly getting them through the pipeline, and her talent for sourcing quotes is nothing short of legendary. Always with the client’s best interests at heart, Marthie brings a perfect blend of professionalism and fun to our team. We’re lucky to have her on board!
GARY CROSS
Key Individual and representative
Meet Gary Cross, our Key Individual and representative, and truly the gem of our team! With over 36 years of experience in jewelry insurance, he’s a treasure trove of knowledge. Gary’s wit and humor keep the atmosphere light, but when it comes to protecting our clients, he’s all business. As the only gent in the office, he brings a unique charm and camaraderie to our dynamic. You can count on Gary to deliver top-notch advice and coverage, ensuring our clients’ most precious items are in safe hands—while always keeping a smile on their faces!
What Our Clients Are Saying
Hear from our satisfied clients about how A Wienburg & Co helped them achieve their financial goals.
Working with A Wienburg & Co was a game changer for my financial wellbeing. They provided expert advice and guidance, helping me reach my long-term goals.
Annamarie du Plessis
Private Client
I have been a client of A Wienburg & Co for several years and I have seen a significant improvement in my financial stability.
Jacob Benowitz
A Wienburg & Co has been a reliable and knowledgeable partner in my financial journey. Their tailored solutions and expert guidance have helped me expand my financial horizons.
Loriane Potts
Ready to take control of your financial future? Contact us now!