Our Story
Our tree logo encompasses ‘our story’ and how we can plan and plant your financial future. Our roots began with the foundation of the PFL company in Durban in 1998. Since then our dedicated financial advisors and support staff have been committed to our client’s financial needs.
PFL has grown substantially in and with South Africa, branching out in Richards Bay and Cape Town, beside the head office in Durban. We presently manage a large amount of client assets, and are able to negotiate competitive rates due to our size. Even though we continue to flourish, our focus remains on the needs of each individual client.
Our Promise
We will deliver a long-term profitable investment portfolio based on sound planning.
We will provide fully disclosed fees for service-based advice.
We will advise you on a full range of investment options and strategies.
We will apply a systematic, evidence-based approach towards building wealth.
We will review your investment portfolio and provide you with regular reports.
Our Advisors
Gerrit Bezuidenhout
Gerrit joined Sanlam as Legal adviser 1989. Went into Management from 1992 to 1998 with Sanlam and Momentum. In 1998 Gerrit and Craig Shillaw created PFL. Gerrit holds a LLB degree with Unisa, a Post Graduate Diploma in Financial Planning from UFS and a CFP.
Tihan Bezuidenhout
Tihan started his career in 2012 as a Paraplanner for PFL. Over the last 2 years he has gained experience in many areas of Financial Planning, focusing on the areas of personal financial planning and investment management. Tihan holds a Bachelor’s Degree in Commerce from the University of Stellenbosch and a Postgraduate Diploma in Financial Planning from the University of Stellenbosch. Tihan also holds a CFP.
Michael Claassens
Michael played professional rugby for 16 years in South Africa, England and France. He started working as a financial adviser in 2018 and holds a Bachelor’s Degree in Accounting from the University of Free State. He joined PFL in 2019.
Micky Alborough
Micky started her career in Financial Services in 1976 with the NBS Bank. While working as a Financial Planner she reached Executive Financial Planner status in 1984. She joined Plan for Life in 2000 and specializes in the area of personal financial planning, with a well built client base in Durban.
What We Do
- Short Term Insurance
- Insurance
- Business Planning
- Investment Planning
- Health
- Estate Planning
- Retirement Planning
- Tax Planning
- Accounting
- Risk Management