ABOUT US

Helping our clients change their relationship with their finances

At Inventum Brokers we believe that insurance should truly add value to your lifelong journey to protect your wealth and assets.

Inventum Brokers believes in a knowledge-based approach to provide clients with expert advice on a wide range of short-term insurance products. Partnering with Inventum Financial Planners CC & Inventum Chartered Accountants Inc, we provide clients with a holistic product range to attend to their everyday financial needs. Our team of short-term insurance advisors are specialists, with the highest qualifications in their field of expertise to always provide the client with the best advice for the specific short-term insurance portfolio.

We serve our clients with a wide range of products from different short term insurers.

WHAT WE DO

We offer advice in the following areas of financial portfolio management

CREATING PARTNERSHIPS

with our clients

Our goal is to build and sustain long-term relationships with our clients - the best partnerships are forged in friendship and trust and are fortified with ongoing, value-adding communication. Our team is committed to staying in touch with you at least once a month (via email) and meeting with you at least once a year (more frequently if your needs dictate). Quarterly reports are sent out to our investment clients and medical aids are reviewed annually.

In choosing Inventum Brokers we will ensure that your assets are well looked after; you can call on our team at any time if you have questions or need advice!

Regular contact
Annual portfolio reviews
Quarterly reports on investments
Ongoing asset management checks

MEET OUR TEAM

We are qualified to independently assist you with
short term insurance products.

In a highly competitive short-term insurance market, we provide a knowledgebase approach to provide excellent advice alongside our unique product offering.

Bertie Michau

CFP® | BSC Agricultural Economics | Master of Business Administration | Post Graduate Diploma in Financial Planning Law

Nico Steenkamp

Financial Advisor

About Bertie

Bertie Michau is an Independent Certified Financial Planner at Inventum Brokers. He graduated with a BSc degree majoring in Agricultural Economics and completed a MBA from the Northwest University Business School. Bertie also obtained a Post Graduate Diploma in Financial Planning Law at the University of the Free State. He specialises in risk management in the commercial insurance sector.

About Nico

Nico Steenkamp has been involved in the insurance industry from 2012 and thrives for going the extra miles for his clients. He values commitment, professionalism and hard work. Nico is one of the Directors of Inventum Brokers and gained a lot of experience throughout the years. He obtained qualifications in Santam Commercial (SMK 1,2,3), FAIS RE 5, Santam Personal and Short-term Insurance. Nico specializes in Short-term insurance, Transport and Commercial Insurance.

WHAT THEY SAY...

What are our clients are saying about us?

Good day Henko. Thank you  for looking out for our company's best interest now and in the past. I am so comfortable with you being only a telephone call away with ethical,  prompt info and showing patience together with  your friendly manner in  helping us whenever needed. I have total peace of mind knowing that you, now(with Inventum) , just as in the past, keep our business finances healthy, timeous and secure. We wish you and your business a blessed journey for the future.

Rudi Muller

Financial Advisors

Inventum Financial planners het met vriendelikheid en kundigheid my genader rakende finansiele advies. Ek het werklik baat gevind vanaf dag een. Die kwaartaallikse verslae en jaarlikse besoeke is verseker waar hul die voortoue vat. In nood omstandighede was daar altyd terugvoering van die span en kon ek gerus wees dat my navrae spoedig hanteer word. Ek sien uit hoe die professionele verhouding my besluitneming vandag en in die toekoms voordelig kan beinvloed. Dankie vir die pad wat ons al gestap het.

Pieter Botha

CA(SA)
Spontaan, gedrewe en betroubaar is die drie fondamente van Rampie.  Entoesiasties om sy kliënte se belange altyd op sy hande te dra. Met onvergelykbare kennis is sy vakgebied sal jy altyd die beste raad ontvang.

Frans de Wet

CA(SA)

WE ARE YOUR SHORT TERM INSURANCE PARTNERS.

GET IN TOUCH...

Tel: 053 244 0986 | 081 725 7343

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We passionately believe that to live a fulfilled life we must help others achieve their dreams.