About

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.

XPert Holdings has sound Black Economic Empowerment credentials and enjoys a Level 2 B-BBEE status, with a Procurement Recognition level of 125%. We have experienced Financial Specialists ranging from Administrative, Marketing, Legal, Medical, Human Resources, Technical and Technological backgrounds with more than 85 years’ combined experience.

Our service offering is unique as we have agreements with all the major accredited Medical Schemes, Investment Companies (platforms), Short Term Insurers, Reinsurers and other related Insurance Companies within the South African financial space.