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About Us

About The Portfolio Bureau

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.

Our mission statement

We pride ourselves on offering a personalised and independent service, where honesty, integrity and morality are the cornerstones of our business.

Our valued associations

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 know markets and we understand people

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.

Our directors

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)
L. Solomon CA(SA)

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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.

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