Portfolio Bureau is an independent and authorised financial services provider. Our aim is to provide our clients with financial advice that takes into account a holistic view of their financial objectives, requirements and circumstances.
We pride ourselves on offering a personalised and independent service, where honesty, integrity and morality are the cornerstones of our business.
By working with the major Asset Management Houses and Life Offices, we are able to offer our clients a wide range of financial products and services. We have also built strong relationships with international associations, which serve to enhance our client offering.
We recognise that our clients need individualised attention in a constantly evolving marketplace. Our people are committed to providing personal service, and our team approach ensures that our clients benefit from advice that incorporates our combined expertise and experience.
|H. Golan||N.Dip.Management, CFP®|
|T.B. Golan||B.Bus.Sci.(Hons), AFP™|
|N. Van Rooyen||Advanced CFP®|
|G. Diamond||B.Com CA(SA), CPA (Israel)|
|S.J. Hendler||CA(SA), B.Com Hons (Taxation)|
|I.B. Pogrund||B.Com CA(SA)|
By visiting and using the information at this website, you agree to the following:
Copyright in the material available at this site is owned by The Portfolio Bureau (Pty) Ltd, and third parties may only use the material in the ways described in this legal notice:
Trademarks used on this site to describe firms and their products are trademarks of those firms or the registered proprietor of the trademark.
Information at this site:
Links to and frames of this site are permitted, but The Portfolio Bureau (Pty) Ltd reserves the right to prevent linking or framing by giving notice. Links and frames connecting this site with other sites are for convenience only, and do not mean that The Portfolio Bureau (Pty) Ltd endorses or approves those other sites, their content or the people who run them.
The World Wide Web exists across insecure, public networks and there is a risk that:
You accept all risks and responsibility for losses, damages, costs and other consequences resulting directly or indirectly from using this site and any information or material available from it.
To the maximum permitted by law, The Portfolio Bureau (Pty) Ltd excluded all liability to any person arising directly or indirectly from using this site and any information or material available from it.
IMPORTANT NOTICE: Confidentiality Caution
This message is intended for the use of the individual or entity to whom it is addressed and contains information that is privileged and confidential. If the reader of this message is not the intended recipient, please notify us immediately by return email and delete the original message. The Portfolio Bureau (Pty) Ltd does not accept responsibility for any amendments made to any attached document without its approval.