Leon Bart Financial Services

Assisting you and your family today to insure your future and that of your loved ones

Because protecting tomorrow starts with the care we give today..

Thursday, 23 October 2025 • 6:00–8:00 PM

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Maximise Your RA Tax Deductible Contributions for the Tax Season 2023 - 2024

One of the ways in which you can enhance your provisions to your retirement savings is through the use of a Retirement Annuity fund (RA). A Retirement Annuity is essentially an investment product to which you can make lump sum investments and monthly contributions in order to bolster your retirement savings.

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Life Insurance

Does your Life Insurance Plan cover for the COVID-19 Pandemic? Allow me to assist you in ensuring that you are protected in the right areas of your risk planning.

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Save Tax-free

Tax free investments give you flexibility on how much you want to save monthly, and the option to withdraw your money at any time.

Leon Bart offers a TFSA which is flexible to meet your investment goals, ranging from fixed interest to high equity funds.

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Leon Bart Financial Advisory

Precision Today, Prosperity Tomorrow.

Chantal states... "Our clients are offered best advice and service, not just products, more information and education with regards to leaving a legacy."

We guarantee you peace of mind during your time of bereavement.

Our Services

FUNERALS & CREMATIONS

We arrange funerals or cremations for members and non-policy holders—handling bookings, calls and documentation with compassion.

FUNERAL / CREMATION COVER

Affordable cover to support your family when it matters most—peace of mind and dignified support when a loved one passes.

FINAL EXPENSE COVER

Cover designed to help with immediate costs and shortfalls, easing the financial burden during bereavement.

DRAFTING OF WILLS

We help you put your wishes in writing and guide you through planning a legacy for your loved ones.

LIFE, DISABILITY & CRITICAL ILLNESS

Support with life cover, disability and critical illness options—so your family is protected against life’s uncertainties.

INCOME PROTECTION & SAVINGS PLANS

We help protect your income and introduce you to savings plans that help you build for the future.

Supported by

Call Chantal for Financial Advice

You may also fill in our form above and we’ll call you back!

Family Support & Financial Protection

We support families with dignified, professional funeral services and trusted guidance — including added-value assistance and insurance solutions through our partner, Trinity Financial Planning.

Funeral & Cremation Services

From the moment a loved one passes, we handle arrangements and documentation with compassion and care.

Funeral Cover / Policies

Cover designed to protect families from sudden costs and ensure a dignified farewell.

Final Expense Cover

Extra financial support to cover unforeseen end-of-life expenses and related needs.

Wills & Legacy Planning

Drafting of wills and guidance to help you leave a clear, protected legacy for your loved ones.

Life, Critical Illness & Disability

Drafting of wills and guidance to help you leave a clear, protected legacy for your loved ones.

Life, Critical Illness & Disability

Personal protection solutions that help your family cope with life’s toughest moments.

Testimonials

From the moment we needed help, the team handled everything with compassion and professionalism. They guided us through the paperwork, arrangements, and every detail so we could focus on our family. We truly had peace of mind during a difficult time.

Verified Client & Family

5/5

They helped me draft my will and explained legacy planning in a simple way. I also received guidance on life cover, critical illness and disability, and we added an income protection and savings plan that fits my budget. I finally feel prepared for the future.

Satisfied Member

5/5

I needed clear advice — not just a product. They explained the difference between funeral cover and final expense cover, and helped me choose what suits my family. Every question was answered with patience and respect.

Trusted Client

5/5

Satisfactory Service Delivery

We assisted the community with all funeral policies, forms from insurance companies, SASSA forms, affidavits, certification of documents. We can humbly say we were and are a lighthouse for our community.