We Do


ABOUT US

Reliance Financial Services (Pty) Ltd is a wholly black owned and controlled independent brokerage, level 1 B-BBEE. The brokerage is based in Durban, KwaZulu-Natal and it was established by two young African professionals with the singular goal of providing comprehensive financial solutions to their private and corporate clients by using their Short-Term and Long-Term insurance experience and expertise.

Reliance Financial Services shares 10 years’ worth of insurance industry experience and knowledge among its management staff.

Mission Statement

The business mission is to provide excellent professional advice and services to our clients.

Vision

To become a leader in servicing clients with the highest level of professionalism.

Future Plans

Our long term plan is to be an independent financial services provider with a national footprint.

PRODUCTS

  • All
  • Medical Scheme
  • Primary Healthcare
  • Gap Cover
  • Risk Benefits
  • Employee Assistance Programme
Product One

Medical Scheme
Product Two

Primary Healthcare
Product Three

Gap Cover
Product Four

Risk Benefits
Product Five

Employee Assistance
Programme


ORGANIZATIONAL VALUES


Honesty and integrity: all employees are expected to behave in an ethical manner in all that they do.


We care about our customers.


Excellent service: employees are expected to offer excellent service all the time, this acts as a key differentiating factor against competitors in the area.


The brokerage seeks to offer quality products to all its customers.

PRODUCT & SERVICE OFFERING


Reliance Financial Services (Pty) Ltd delivers a broad range of financial services and products to private individual and corporate clients.

We assist in finding solutions for our clients by offering a full range of short-term insurance (personal lines and commercial lines), long-term insurance, provident/pension funds and healthcare benefits.

We partner with leading insurance and healthcare providers so that we have access to wide range of products.

COMPLIANCE


Reliance Financial Services (Pty) Ltd is licensed as a Financial Services Provider in terms of section 8 of the Financial Advisory and Intermediary Services (FAIS) Act, 2002 (Act No. 37 of 2002).

The license authorizes the brokerage to carry on business in respect of financial advisory and intermediary services as listed below: Long-Term Insurance (category: A, B1, B2, C), Short-Term Insurance (Category: Personal Lines), Retail Pension Benefits, and Pension Funds Benefits (excluding Retail).

YEAR PLANNER FOR SERVICE LEVEL AGREEMENT

Strategic Consulting

1. Year-end feedback report (Q1)
2. Healthcare strategy/policy review
3. Legislative updates
4. Scheme benchmarking (Q2)
5. Medical Scheme review
6. Year-end renewal strategy report (Q4)
7. Gap Cover comparison

Member Consulting

1. Helpdesk sessions
2. Escalated query resolution
3. Benefit newsletter
4. Wellness newsletter
5. Year-end communication
6. Induction and year-end training

Employer Assistance

1. Induction training
2. HR / Payroll process training
3. Online application training
4. Billing discrepancies
5. Wellness days and initiatives

Specialist Services

1. Employee Assistance Programmes
2. Wellness
3. Onsite clinics

GET IN TOUCH

  • Address
    A Suite 9, 11 Linden Road, Morningside, Durban, KZN, 4000

  • Email
    nshabalala@reliancefs.co.za
    info@reliancefs.co.za

  • Office No.: 082 457 8834
    Mobile 1 : 079 943 8288
    Mobile 2 : 066 344 8338
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