Risk N-Sure Advisors

At Wealth Associates Risk N-Sure advisors previously traded as Wealth Associates CBS Financial Planning in Bloemfontein they believe in the client, they believe that the client is the person that they work for. They also believe in themselves and their expertise and that they can make a difference in their client’s business.

Theoniel McDonald
Managing Director


Wealth Associates Risk N-Sure Advisors pride themselves on their use of technology. They have managed to integrate all their systems and now function as a 90% paperless business. Their philosophy is that any investment journey starts by first covering the basic risks and achieving financial goals requires effective planning. Clients should retire with a massive investment portfolio and not a massive insurance portfolio.


Directors Theoniel McDonald (Managing), Marc du Plooy (Non-Executive), Gordon Yuill (Director)
Key individuals Theoniel McDonald, Michelle Breitenbach
Ian Loubser, Phillip Pieters, Louis Van Niekerk, Anine Nienaber, Sophia Fitchat, Vanessa Els, Chris de Wet
Date Authorised
March 2005
An Authorised FSP 14224
Contact details 051 400 7000, reiana@wealthassociates.co.za
Location Bloemfontein


Category description Advice Intermediary
Long-Term Insurance: Category A, B1, B2, C X X
Short-Term: Personal, Commercial X X
Pension Benefits: Retail, Group X X
Securities and Instruments: Shares X X
Participatory interests in Collective Investment Schemes X X
Health Service Benefits X X