About Personix

Founded as a small insurance brokerage in 1993, Personix has steadily grown into a full-service financial services company, serving both individuals and SMMEs across South Africa. With over 25 years’ experience in the short-term insurance industry, and solid partnerships with some of South Africa’s most trusted insurance providers, our advisors are adept at making sure our clients are completely covered in case the unforeseeable happens. As a preferred financial services provider, our goal is to provide unbiased and insightful advice to our clients, to not simply secure their financial freedom, but also steadily grow their wealth. Having served clients across diverse industries for over 30 years, we take immense pleasure in fostering personal relationships with every person and organisation that asks for our assistance and guidance. Our hands-on approach allows us to help people manage their money more effectively to achieve optimal results, and more importantly, add value to their lives.

We firmly believe that the actions you take now will determine what you are able to do in future. Thus, in addition to providing insurance products that will protect your current assets, we’ll also work closely with you to establish both short-term and long-term financial goals, and then implement solutions to make sure they are attainable.

By choosing Personix as your personal financial brokers and advisors, you’re not just buying insurance  or risk cover; you’re investing in your future and the financial freedom of your family.

OUR VISION

  • To achieve sustainable organisational growth.
  • To reach a wider audience demographic across South Africa
  • To maintain & constantly improve our technological infrastructure

OUR MISSION

To share unbiased and insightful advice with our clients for their peace of mind. We do this by being a preferred financial service provider through fostering long term relationships and client mentorship.

OUR CUSTOMERS

  • Small to medium sized enterprises operating nationally.
  • Retail , Wholesale, Engineering, Construction, Petroleum, Consulting, Automotive & Medical companies.
  • High net worth Individuals requiring tailor made products structured to suit their individual needs.
  • Family trusts requiring uniquely designed and custom made solutions.
  • Professionals (Doctors, Dentist, lawyers, Engineers etc) – Packaged solutions.
  • LSM 6 to 10 (middle to upper income bracket).

OUR PARTNERS

LONG TERM INSURANCE

SHORT TERM INSURANCE