SERVICES
Tailored insurance for
every stage of life.
Life
Insurance
Safeguard your financial future and loved ones with our robust life insurance. Covering death, disability, terminal illness, and retrenchment, our flexible plans protect your assets and ensure family stability. Pass on wealth to future generations. Secure your future with our trusted life insurance today.
Retirement
Retirement planning is crucial, with only 1 in 10 retiring wealthy. Most face financial instability, depleting savings by 65 due to debts, inflation, and rising costs. Our diverse retirement plans, including annuities and offshore investments, ensure a secure future. Secure your retirement with us today.
Investments
Maximize your investments with our tailored options. Whether you choose our flexible Basic Investment Account or our Local and Offshore Platforms, you’ll have access to diverse unit trusts and global markets. Benefit from tax advantages and select from Unit Trusts, Endowment Plans, Annuities, and Sinking Funds to meet your financial goals.
Business
Assurance
Protect your business with essential assurance solutions. Contingent Liability safeguards your estate from creditors. Buy-and-Sell Agreements ensure business control. Key Person Cover supports your business after losing a vital member. Shareholder’s Loan Account Cover repays debts, preventing asset sales. Secure your business and personal assets today. .
Estate
Planning
Secure your legacy with ease. Drafting your will takes just an hour. We offer expert consultants, free collection and safekeeping, and unlimited free amendments. Create trusts, get personal estate advice, and choose flexible executor options with professional administration and cost coverage. Start your will today.
ABOUT
All about
Brightsure
Founded in 2014 in South Africa, Brightsure is part of Aene Capital (Pty) Ltd. It specializes in wealth management and fiduciary services, focusing on emerging and frontier markets. Our mission is to provide personalized insurance and professional investment advice tailored to your unique financial journey. Let's plan your financial future together and take you beyond remarkable.
Our Personalized Approach
For a decade, we have seamlessly integrated cutting-edge technology with human expertise and experience. At Brightsure Group, we believe in a personal approach, carefully matching your insurance needs and investment temperament with the right advisor. This partnership ensures that your unique needs and goals are met with precision and care.
Our Investment Philosophy
-
Embracing Uncertainty: We incorporate uncertainties into our portfolio construction process to effectively manage risks.
-
Diversification: Our portfolios are diversified across various asset classes to enhance risk-adjusted returns.
-
Valuation Sensitivity: We base our investment decisions on the valuation of asset classes, ensuring informed and prudent choices.
-
Asset Allocation: Strategic asset allocation drives a significant portion of investment returns, and we meticulously plan and execute this process.
Comprehensive Services
Our goal is to help South Africans secure a Brightsure future through sound financial services. We provide expert advice to families and individual shareholders, understanding the unique challenges faced by family and founder-owned company
APPROACH
Our goal is to protect what you care about most
With R10.8 million in Assets Under Management and a 97% client retention rate, Brightsure Group is a leading financial advisor in South Africa. Our team of top financial experts is committed to building lasting partnerships, with over 99% of our clients choosing to stay with us
BENEFITS
Strength that speaks for itself
Commitment
We adhere to the Treating Customers Fairly (TCF) principles, ensuring fair, transparent, and respectful treatment for all our clients.
Efficiency
Manages R10.8 million in assets with a 97% client retention rate. Over 99% of our clients trust us with their financial futures.
Trust
At Brightsure Group, your assets are secure, and your financial future is in the hands of trusted experts.
TESTIMONIALS
What our clients are saying
I always thought life insurance was too expensive, but Brightsure Group proved me wrong. They tailored a policy that fits my budget perfectly, giving me peace of mind knowing my family is protected." - Thandi M.
I bought life insurance when I was young, thanks to Brightsure Group's advice. The premiums are affordable, and I have long-term coverage. It's one of the best financial decisions I've made." - Lerato K.
"Brightsure Group's team of financial experts helped me navigate complex investment options with ease. Their strategic advice has led to impressive returns, and I feel more secure about my financial future than ever." -Del D.
FAQ
You're probably
wondering...
