Financial planning that works for you

Adams Risk and Investment Brokers (Pty) Ltd is an authorised financial services provider.

We offer advice and financial planning for individuals, professionals and businesses.

We know the industry well and believe in doing what’s best for our clients.

Because we’re independent, we’re able to access a range of financial service providers.
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Assess

We start by looking at your goals, budget, and assets and liabilities (including existing policies and benefits). From there, we identify any gaps in your financial plan.
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Recommend

We recommend products and explain how they work and what they’ll cost in terms of premiums, fees, commission and any tax implications.
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Manage

We take care of the admin and deal with service providers on your behalf. We let you know of any changes that may affect your policies or financial plan.

Company registration and compliance

Adams Risk and Investment Brokers (Pty) Ltd was established in 2013.

Our licence number is: 45152.

A copy of our licence is available for inspection on request. This contains details of the financial services we are authorised to provide as well as any exemptions.
We are compliant with the FAIS Act, and are monitored by an independent compliance officer at Infinitus Risk Management Services.

Our company holds professional indemnity insurance, provided by Centriq Insurance Company.

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Photos by Jacob Lund from Noun Project. Copyright © 2022
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