Services

Our services

What we do

Committed to providing you with a wide range of services.

employee benefits

Empower your team with our bespoke employee benefits solutions, enhancing their well-being and job satisfaction.

Financial Planning

Our financial planning is a roadmap to your aspirations, blending your goals with strategic financial management.

Investment planning & management

Unlock the potential of your assets with our personalized investment planning and astute management services.

life Insurance

Secure your family’s future with our comprehensive life insurance plans, offering peace of mind and financial stability.

medical aid

Prioritize your health with our flexible medical aid options, designed for comprehensive and affordable coverage.

retirement planning

Our retirement planning is the key to a fulfilling and financially secure future, customized to your lifestyle aspirations.

short term Insurance

Protect your valuable assets against life’s uncertainties with our tailored short term insurance solutions.

“Our promise today, is our promise tomorrow.”

Fanie Cronje – Founder

Our approach

Understanding Your Unique Goals

We work alongside carefully vetted and selected partners, representing some of the world’s leading investment services organisations. These include banks, mutual funds, unit trust corporations, life offices and fund management groups. This enables us to offer the best investment opportunities to our clients – opportunities which are usually only available to institutional investors.

Our advice is based on a multi-manager philosophy as, we believe, no single fund manager is able to repeat successes when a specific economic phase has passed. Exposure to different classes of assets and differing portfolio manager styles can be adapted to current market conditions. This makes multi-manager funds ideal for investors who prefer to delegate their portfolio management to investment experts.

Investment planning begins with risk profiling. Every investor wants top performance, but performance comes at a price – and that price is risk! We are of the opinion that not enough time or attention is spent on structuring an investment solution which strikes a balance between the client’s expectations, returns and risk sensitivity.

“If you fail to plan, you plan to fail . . . Take charge of your life!”

Navigating Your Financial Journey with Cronje and Co

Firstly, the financial planner will discuss your goals with you, gathering personal and financial data. The planner then assesses your current situation: budget, savings, insurance, tax obligations etc., developing a viable strategy and recommending an investment portfolio to suit you, whether for a single issue or addressing multiple needs.

The services, related costs, duration of the professional relationship and responsibilities should be thoroughly explained. You should ensure that you are aware of any potential pitfalls or tax consequences as all financial decisions are inter- related.

Play an active role in the decision-making process and ensure that you fully understand what is being recommended. Get everything in writing, including possible conflicts of interest and referral fees.

Your financial planner will either implement the recommendations for you or co-ordinate the process through attorneys and stockbrokers. If your financial planner is responsible for monitoring your investments, you will receive regular reports. This enables you to periodically review your investments together and to make necessary adjustments according to your changing needs.

Why choose Cronje & Co

Understanding Your Unique Needs

Our Aim

To identify innovative, imaginative investment products, enabling our investors to optimise their returns and retain investment flexibility through low-risk opportunities.

Our Mission

To protect our clients through sound, ethical business practice in compliance with legal requirements and a changing economic climate through first-class asset management and a highly personalised approach to client service.

Proven Financial Expertise

With over three decades in the financial services industry, our team’s expertise is both deep-rooted and diverse, ensuring your financial strategies are handled by seasoned professionals.