UMTENTWENI, KZN FINANCIAL ADVISOR

Ms. PETRO SURMAN
Ms. Petro Surman
MEMBER SINCE 2008
Firm Pro-Sure Professional Insurance Brokers
Suburb Umtentweni, KZN
Address 11 Mitchwood Road, Umtentweni, 4235
See Map
GPS -30.461965, 30.723917
FSP Licence FSP10649
Languages English, Afrikaans (in order of proficiency)
Email
Tel (039)695-0287 / 2684
Fax (039)695-2708
Website www.pro-sure.co.za
Qualifications
Petro Surman is Licensed as a Financial Service Provider in Terms of Section 8 of the Fianancial Advisory And Intermediary Services Act, 2002 (Act No.37 of 2002)
Recognition of Prior Learning assessment, 2004 facilitated by the Insurance Institute of South Africa and the University of South Africa (UNISA)
INSETA CREDITS 2009
RE 1 - Key Individual (2012)
RE 5 - Representative (2012)
Pro-Sure offers a wide range of quality financial products at competitive prices and we pride ourselves on our level of commitment to our clients. While it seems that some financial advisors work for the insurance companies, we definitely work for our clients

General Information
Short Term Insurance:- Commercial and Domestic

Transport

Long Term Insurance:- Risk, Investment, Retirement, Estate Planning, Wills
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Short-Term Insurance: Category A B C; Long-Term Insurance: Category A B C;

OTHER SERVICES

Short-Term Insurance: Category Personal Lines, Commercial Lines | Long-Term Insurance: Category Retail Pension Fund Benefits, Pension Fund Benefits, Participatory interest in one or more Collective Investments Schemes

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

A&G | AIG | ALTRISK | CAPTIVE | GUARD RISK | HOLLARD | RESOLUTION HEALTH | RESOLUTION LIFE | RENASA | REGENT | FLEETNET | TRANSIT | MUTUAL&FEDERAL | SANTAM | SANLAM | LIBERTY | SAXUM | ZURICH

EXPERIENCE

Background of Insurance since 1997 in Gauteng where Petro was awarded as the Top Insurance Consultant month after month for Equity Risk Mangers / The Group
Petro moved to the South Coast of KZN in 1998. Employed by Prestasi Brokers till July 2000.
Opened her own successful Independent Insurance Brokerage in Uvongo in the year 2000, and moved to her own premises in Umtentweni in 2005.
Petro is awarded as a Production Club Broker for Liberty Life.
Her interests is Art, Home Decor and Gardening

ABOUT FIRM

Background of Insurance since 1997 in Gauteng where Petro was awarded as the Top Insurance Consultant month after month for Equity Risk Mangers / The Group
Petro moved to the South Coast of KZN in 1998. Employed by Prestasi Brokers till July 2000.
Opened her own successful Independent Insurance Brokerage in Uvongo in the year 2000, and moved to her own premises in Umtentweni in 2005.
Petro is awarded as a Production Club Broker for Liberty Life.
Her interests is Art, Home Decor and Gardening

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R250.00
Remuneration Fee and Commission
Legal structure of employer Sole Proprietor
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R2500000.00
LATEST NEWS AND VIEWS
Transport Insurance Cover:
Pro-Sure Brokers offer a different kind of Fleet Insurance
Comprehensive Transport Insurance.
We offer you the Fleet Insurance Solution for Trucks, Goods In Transit as well as your Excess Buy Back inclusive with Down Time Cover up to 6 weeks.

Insursing heavy-duty trucks is a highly specialized business, demanding in-depth knowledge of client operations as well as the risks facing the road freight industry.
Trucks are high-value business tools and as such, their owners not only seek peace of mind from their insurer, but also the ability to act swiftly when an accident, hijacking or theft occurs to minimize vehicle downtime as much as possible.
WHERE THIS FINANCIAL ADVISOR IS BASED
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