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Life
Quattro Finance represents some of the top financial advisers in South Africa.
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Insurance
We have licences with all the major insurers, thereby enhancing our ability to tailor-make our products to best suit our clients’ individual needs...
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Investment
We hold contracts with a number of prominent asset managers, including Investec, Allan Gray, Sanlam and Stanlib.
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Health
We believe that nothing is more rewarding than having satisfied clients, and we realise that our success depends on this!
Quattro Finance | LIFE
Quattro Finance is a multidisciplinary financial services group which offers financial advice in a holistic approach through accredited financial planners. We aim to give sound financial advice to different target markets in South Africa, to both individuals and businesses. Our business is driven by ethics, integrity, and providing objective advice in the interest of our clients. Quattro Finance represents some of the top financial advisers in South Africa.
The company was founded in Durban in March 2004 and is already the top producing franchise in South Africa. It has since opened in Cape Town. Quattro Cape is a Momentum Franchise and was born as a result of a meeting between the owners of a bond-originating company, Copestone, in Cape Town and the Durban branch of Quattro Finance. The brand has continued to flourish.
The group’s approach to financial planning is to offer a general and specialist approach, which means that all the financial advisers can offer you advice on all aspects of financial planning. However, specialists head up key areas and are able to add that extra touch, which makes Quattro Finance stand out among the rest.
Consultants, who have qualified to be representatives of Quattro Finance, are fully trained on all its products, legislative issues, tax and legal aspects. Each one of the financial advisers is qualified to advise on personal and business needs. Each consultant receives ongoing training and support throughout his or her career since legislation, laws, tax and products are forever changing.
Quattro Finance offers comprehensive financial planning tools and servicing abilities that ensure our clients’ peace of mind regarding their financial planning.
Current legislation has increased awareness of product and investment risk. This is why it is essential for every person to make use of a professional financial planner.
Our philosophy towards financial planning is that we see it as a profession. We follow the six-step approach to proper financial planning. Our financial planning model encompasses a full financial needs analysis before giving holistic advice. We strive to understand the clients’ current situation and their vision for the future. Building the relationship is critical, since we partner the client in moving forwards towards achieving his or her goals.
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Brett Bartlett |
Gary Watkins |