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WELCOME TO OUR PAGE

ALLOW US ASSIST YOU ON YOUR WEALTH CREATING JOURNEY

A brief history

ABOUT US

Henry Schnetler, the owner of SW KONSULT CC, started his career as a representative of
Southern Life in 1985.
In 1992 Henry became an Independent Broker with Life insurance contracts at Southern and Sanlam on the Life insurance side, and Santam on the Short term insurance side.
SW Konsult now has brokering agreements with PPS, Sanlam, Liberty, Discovery, Hollard,
FMI, Momentum, Santam, Mutual and Federal, Mi-Way, Auto & General, SHA, Camargue
Mirabilis, AC&E Engineering, Firedart and as the needs arise new agreements are entered into.
In 1992 a full training course for brokers with Sanlam on Personal life was completed.
In 1997 the Short term COP course of the Insurance Institute of SA was successfully completed
Henry was actively involved with practical Short Term Commercial training from 1996 to 2001
In 2000 a Certificate Course in Estate administration through UNISA was completed
In 2001 the Business Assurance course of Sanlam was successfully completed.
In 2008 a Recognized Financial Planner, RFP, Qualification was obtained through FPI.
In 2011 the regulatory examinations RE1, Key individual, and RE5, Representative, was passed
Since 2009 the annual Investment training provided by the Noble PP Academy was attended
Ongoing training is being attended to stay on the cutting edge of what is happening and new.

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Vision

  • Shape SW KONSULT to be the financial brokerage of choice.

  • Create trust, built on honest relationships.

  • Offer clients peace of mind regarding their financial portfolio.

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Mission

  • SW KONSULT strives to be client focused, and through mutual consent, structure the portfolio of each client according to their individual needs and goals.

  • With enthusiastic purpose create effective, personal relationships, and informative communication channels for the benefit of both parties.

  • Empower our clients to make wise, relaxed, informed, financial decisions

  • Inform and educate our clients about financial matters affecting their goals and needs.

  • Be experienced as great and valuable money navigators / mentors by clients.  

  • Serve our community and manage our company for the greater good of all involved.

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Values

  • SW KONSULT endorses and cherishes human dignity.

  • Honesty and transparency is key.

  • Treat customers fairly in utmost confidentiality, with integrity, qualified skill, and diligence.

OUR SERVICES FOR YOUR CONVENIENCE
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Looking forward to your enquiery

FINANCIAL PLANNING

PERSONAL/BUSINESS/TRUSTS

Holistic Financial Planning on

Personal  Risk regarding

LIfe cover

Income protection

Disabilty lump sum cover

Dreaded Disease cover

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Personal legacy regarding

Providing for the family

Providing for the business

Making sure a workable will is in place

and more

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SHORT TERM INSURANCE

PERSONAL/BUSINESS/TRUSTS

Buildings

Household

Motor

All Risks

Public Liability

Accidental Death & Disability

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Fire/Storm etc

Cyber crime

Specialized Liability

Contractors All Risk

and more

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INVESTMENTS

INVESTMENT AND SAVINGS

We will discuss your wishes, and after consideration advise on the most appropriate asset class/es to invest in to achieve your own goal/s, whilst always keeping your risk tolerance in mind

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CONTACT US

For any inquiries on how we can be of assistance and help you receive the best advice be sure to get in touch with us by filling in the contact form.

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ADDRESS

Die Wilgers, Pretoria, 0184, South Africa

CONTACT

0832266027

0866137421

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