ABOUT OVERBERG WEALTH AND RISK MANAGEMENT
Drawing on the strength, size and business expertise of our shareholders, Overberg Wealth and Risk Management was launched in March 2017. With offices across South Africa, we are a financial services provider with a national footprint. We take pride in delivering unique and cost effective financial solutions to individuals and niche business markets, namely agriculture, commerce, industry and heavy commercial vehicles (HCV).
Our success as a brokerage is due to years of experience in the financial service sector, as well as being in touch with our clients and understanding the environments in which they operate. Our highly trained team is loyal, honest and hard working; service excellence is a core component of our corporate culture and we willingly go the extra mile for our clients.
Our vision is to be your business partner of choice. We offer the convenience of a ‘one-stop-shop’, where you can be assured of the best possible financial and risk management advice for your personal and business needs. By serving our clients, we achieve financial sustainability and growth, which not only benefits our clients, but also our shareholders and employees.
Our company is led a strong management team, which has solid experience in the financial services industry and in meeting clients’ financial needs.
T: 028 425 5819
C: 082 388 0036
Manager: Long-term Insurance & Compliance
T: 041 373 6914
T: 028 214 3800
Manager: Short-term Insurance
T: 043 707 1779
C: 083 461 9272
T: 028 214 3800
The Kempston Group and Overberg Agri Bedrywe (Pty) Ltd are shareholders of Overberg Wealth and Risk Management.
The Kempston Group is a diverse, privately owned group with a wide range of service offerings. Some of its service offerings include truck hire, car rental, vehicle leasing, logistics, forklift sales and rental, recruitment, driver training, truck stops, fuels, cleaning services, agricultural equipment and a vast network of automotive dealerships.
Overberg Agri Bedrywe (Pty) Ltd is an agricultural company that primarily earns its revenue from agriculture. As part of its diversification strategy it has investments in the mining, meat, agricultural packaging, irrigation and fastener industries.
Click to find out more about our shareholders:
We are committed to assisting the communities in which we operate and provide support to the agricultural industry.
Our compliance philosophy
Our compliance philosophy is to rethink the way in which we operate, taking into consideration our mission, vision and values, which are built into the day-to-day operations of our organisation.
Our core values are based on:
- Building exceptional relationships and providing outstanding services;
- Recruiting and maintaining a highly qualified team with a sound knowledge and understanding of the markets and industries in which we operate;
- Ensuring our interactions with partners, employees and the market, are based on sincerity, loyalty, honesty and integrity;
- Striving to build sound long term one-on-one relationships with our brokers, partners, clients and associates; and
- Our continuous commitment to treating our customers fairly.
Our compliance philosophy incorporates the guidelines and standards issued by the Compliance Institute of Southern Africa (‘CISA’), as well as the regulatory guidelines and notices as issued by the relevant Regulatory Authorities.
1. Maintaining Fit and Proper status of all our employees
2. Ensuring Customer Satisfaction
What clients say about us
We have received many comments from happy clients. Here is some of their feedback:
Read our client testimonials...
Mark & Chantalle
Please accept my sincerest thanks and gratitude for the support you have provided with both my accidents. Your kindness and help during this ordeal made the situation and process easier and stress free. You are very honest, trusting and informative, which I hold in great respect. I would be sure to recommend you and your company should I meet someone who requires insurance. I believe your kindness will improve lots of people’s lives, especially when the situation is most uncomfortable and hardest to handle. I wish you well for the future.
Baie dankie vir jou hulp hiermee. Jou diens was ongelooflik.
Thank you so much for all your help!! You have been fantastic!
Baie dankie julle – ek wens dit was die vlak van versekeringsdiens wat ek ook elders kon geniet!
You are a star! Thank you again for your excellent service.
Baie dankie! Dyn sê dat alles 100% is. Dankie vir jou moeite!
Thank you so much, you are a great broker!! Really appreciate your help and effort with my claim!!! It has been completely hassle free!
Dankie… puik diens soos altyd!!
Thanks for your excellent service!
Baie dankie vir al jou vriendelikheid en hulp met die hantering en afhandeling van die eis – ons waardeer dit opreg. Dit was werklik ‘n traumatiese ervaring en iets wat ek vir niemand toewens nie. Danksy mense soos jy, Harriet, Helena en Heirich van Santam wat bygedra het om die eis te bespoedig, is ons darem na twee weke terug na normaal. Dankie vir die e-pos adresse van Hein en Helena – ek wil graag my tevredenheid uitspreek met die puik diens wat ek ontvang het.
Thank you so, so much for all your help and advice. You really handled everything very professionally throughout the year.
Jy is die beste!!!!!! Baie dankie!!!!!
Dankie! Jul diens is uitstekend.
Baie dankie vir u uiters goeie diens.
Jacques van den Berg
Baie dankie dat jy die probleem so gou en professioneel opgelos het. Ek stel dit op prys.
Dankie vir jou epos Dra asb my dank oor aan die hele span vir die wyse waarop die eis afgehandel is.
Hennie de Lange
Thank you so very much for your assistance and for getting me through this stressful process.
Baie baie dankie vir al jou moeite, dit word waardeer.
Thank you for your excellent service. You really helped stacks and have been nothing but awesome. So I truly appreciate things.
Baie, baie dankie, Marianne, vir die goeie raad. Ek waardeer.