About | Mont Blanc Financial Services

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Getting to know us a little bit better

Our Core Values

MBFS is a valued driven organisation, based on our founding principle “We Care”, this statement is at the core of who we are and what we strive to achieve everyday for both our employees and our clients. Our six core values builds on this methodology, which allows us to confidently ensure that no matter what the situation - we’ve got your back!

Complaints Policy

Conflict of Interest

We Care

Our leadership and staff are wired to be passionate about your business and your well being. At Mont Blanc you are not just an employee or client, you are part of our family.

Getting you claims ready! ™

Getting a client claims ready is a continual process, it is not a once off thing we do when clients take out a policy. Most brokers only manage your risk on paper, at Mont Blanc, our brokers go in and assess your situation. We cover all the what ifs and possible eventualities before there is an issue.

Fresh-Tech ™

We pride ourselves on being “Early Adopters” and innovators of modern technology, which helps us provide you with better service.

Solution Driven

One of our most important philosophies is to “Find a way to win”. This means that when the unexpected happens, the Mont Blanc Team is here for you!

Passion for Learning

Change” is here to stay! We are always eager to learn and encourage it in all facets of our business so that we can grow together in our personal careers and businesses.

Compassion

Giving” and going the extra mile for our employees, our clients and our communities is a value we hold close to our hearts.

Our Vision

To expand the Mont Blanc tribe globally through early adoption of innovative technology and reciprocal business.

Our Mission

To bring meaningful impact to the industry by making insurance simple and accessible to everyone through Fresh-Tech

Our Code Of Conduct

We strive to set the bar for industry service while treating our clients with trust, honesty and integrity. Our clients’ interests always come first.

We Will:

At all times, and in relation to all parties, conduct our business honestly, transparently, with integrity and in good faith.
Put the interests of our clients above all else – even our remuneration.
Keep clients’ information confidential and use it only when negotiating, maintaining, renewing or servicing their financial needs, unless consent has been obtained.
Comply with all legislation, acts and regulations relating to the financial services industry.
Ensure our employees fully understand members’ obligations under this code, and that they are kept up to date with any other guidelines that may be issued.
Ensure any statements we make – whether in advertisements, circulars, or publicity or promotional material – are factually correct and do not contain misleading or extravagant claims.

Stipulations:

Make management and executives, both individually and collectively, account to regulators and other stakeholders for failed governance process and protocol.
Protect, promote and advance the image, standing and common interest of the professional financial services industry.
Consistently promote the improvement and standard of financial products, financial advice and intermediary services provided within the industry.
Promote and uphold high ethical standards and good business practices within the financial services industry to ensure the sector as a whole maintains a good image and reputation.
Make current and potential clients aware that we impose the code on ourselves to distinguish us from average industry expectations.
Stay relevant within the financial services industry and up to date with legislative and regulatory changes; and implement these changes at the strategic, operational and risk management levels.

Finding Your Specific Needs

Personal

Business

Wealth

All Risks

Could you imagine your life without your cell phone, laptop, smartwatch or Fitbit? Our all risk insurance solutions has got you covered.

Car Insurance

Your vehicle is an integral part of your life and we understand the desire of wanting to get from point A to B without any hassles.

Household Contents

Your furniture is what makes a house a home, and is a reflection of who you are. Ensure a better night’s sleep knowing that we’ve got you covered.

Bike Insurance

We understand that we have an actively growing biker community, and as such, realise that you have unique insurance needs.

Vespa

Vespa isn't just a scooter brand, it’s a lifestyle. Your classic italian work of art deserves to be cherished and protected at all times.

Mobile Electronics

Our mobile devices has become an essetial part of our daily lives. And as such, we should keep them safe. And that's where we come in!

Travel

Traveling safe is one thing, keeping your valuables safe is another. We're here to give you a peace of mind during all your travels.

Building

Our homes and businesses are structures that demand the best from insurance, everything that forms a part of it.

Computer Equipment

Technology is without a doubt just as crucial as the human element, because of the way it supports our goals of efficiency and accuracy.

Cyber Liability

Keep those pesky digital criminals at bay by getting adequate cover that keeps you not only safe, but secure.

Film

We understand that film producers face unique circumstances in the uncertain and highly competitive world of the film arts.

Transport

Our transport insurance offers coverage on all risks that could occur when goods that are in transit may be damaged, lost or delayed.

School

Mont Blanc has established a deep understanding of the insurance needs of schools, and can offer a unique and specialized product.

Aviation

From weekend sports and small experimental kit aircrafts, to very light jets and turbine helicopters.

Marine and Cargo

Our cargo insurance covers goods in transit - during land, sea, air or rail transportation.

Critical Illness

Critical Illness Cover is a way of assuring against the massive impact that health problems and traumatic events can have on your life.

Disability

Disability Cover offers you a chance to protect yourself and your income from the chance of becoming permanently ill or disabled.

Education Planning

Education Planning is a way of securing funds for future school and University education costs, a vital way of reaching for your family’s potential.

Estate Planning

Estate Planning means that after the time of your death, the transfer costs of your wealth and assets will be neatly covered by our cover.

Funeral

Funeral Cover is a type of life insurance that allows you to cover the costs of burial services for you or a loved one.

Income Protection

Income Protection is a way of securing your financial security in the wake of not being able to earn due to accident, unemployment or illness.

Insurance Trust

Set aside cash for the sole purpose of being used for paying estate taxes, or invest in a Life Cover policy that proceeds over to one or more beneficiaries.

Life

Life Insurance is a way of protecting one’s family and loved ones against financial loss in the event of death or securing a pay-out at a certain age in one’s life.

Medical Aid

Our medical aid plans cover all your approved chronic medication, certain health checks, and emergency visits.

Asset Endowment

A company usually takes out an Asset Endowments Plan when they are wanting to donate financial assets to a non-profit group, individual or institution.

Business Trust Protection

Business Trusts are first and foremost about protection, they are a way of protecting your business assets from exposed risk.

Buy Back

A Buyback Agreement refers to the process that a company goes through to purchase back any unresolved shares on the open market.

Contingent Liability

This Cover refers to a policy that a company takes out on the life of a director or an employee that stands as a sort of guarantee for any debts that the business might take on.

Retention Plan

A Retention Plan is a way of incentivising and motivating current and future employees to remain within a company.

Group Retirement Annuity

Companies set up Group Retirement Annuity Plans for the benefit of their employees when they are looking to retire.