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Your Trusted Financial Advisor of Choice

Ensure Solvency Through Effective Planning

About Us.

XPert Holdings is a dynamic South African based, Independent Financial Advisory firm that offers a complete suite of advisory services, specialising in Wealth Planning, Retirement Planning, Short-Term Insurance Solutions, HealthCare Advisory and Support Services, Insurance Solutions to South African Employer Groups and Medical Aid Schemes.
Health-Care Offering
XPert Holdings is contracted and accredited with the Major Medical Aid Schemes in South Africa.
Short-Term Insurance Offering
XPert Holdings works with over 24 Insurance Companies, that allows us to shop around and find the best possible deal for you.
Wealth and Retirement
Formulate a proper and executable plan for our clients’ finances which includes Buy and Sell Agreements, Key Man Insurance, Tax Planning and Advice in terms of Risk Planning in all its facets.

We Provide Best Insurance Policy.

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Health Care

XPert Holdings is contracted and accredited with the Major Medical Aid Schemes in South Africa.
 

Short-Term Insurance

XPert Holdings works with over 24 Insurance Companies, that allows us to shop around and find the best possible deal for you.

Commercial Insurance

Protection against potential loss through unforeseen circumstances like theft, liability and property damage.

Professional Liability

Insurance that protects professionals from claims initiated by their clients.
 
 

Wealth and Retirement

Formulate a proper and executable plan for our clients’ finances which includes Buy and Sell Agreements, Key Man Insurance, Tax Planning and Advice in terms of Risk Planning in all its facets.

Our Partners.

Your Trusted Financial Advisor of Choice!