Surefin Brokers in Roodepoort was established in 2004 by the owner Lloyd Pretious who is a Certified Financial Planner.
Lloyd has over 20 years service in the Financial Services Industry. He, is passionate about the importance of financial planning and dedicated to ensuring the financial success and well-being of his clients, his main focus being on wealth creation.
The business has grown strictly through personal referrals from satisfied clients. He is an authorised representative and a key individual of Surefin Brokers.
Surefin Brokers is an independent financial planning practice and has been authorised as a financial services provider by the Financial Sector Conduct Authority of South Africa in terms of the FAIS Act. Financial Services Provider License Number 18270.
Lloyd is married to Lindsay and has two daughters. He is a practicing Christian and he places a high emphasis on honesty and integrity. Clients needs are always put first and at Surefin Brokers we pride ourselves in exceptional client service and establishing long term relationships with our clients.
Contact Surefin Brokers today and learn how we can assist you with all your Financial Services requirements.
What makes Surefin unique?
- Long term Relationships built on Trust – We truly believe in building long-term relationships with our clients, and as such, professional advice and customer service are entrenched in the way we do things.
- Professional Advice – Lloyd Pretious became a Certified Financial Planner® in 2006. The internationally recognised CFP designation is the highest professional certification that a financial planner can receive, and is your guarantee of the highest professional qualifications, financial planning experience and ethical conduct.
- Ongoing Advice – by providing regular advice and tips through our quarterly newsletter, as well as useful financial tools and calculators, you are educated and equipped to take better control of your financial affairs.
- Client Focused Practice – We pride ourselves on being customer focused and you can be assured of receiving personal attention at all times.
- Financial Coaching – Our approach to financial planning places a strong emphasis on getting to know our clients before making any recommendations. We will discuss your future goals in order to determine how we can assist in you achieving your goals. In times of volatile markets, our emotions are usually the greatest detractor to wealth creation and we will assist in helping you navigate through these turbulent times.
- Our Target Market – We operate strictly on a referral basis and we specialise in financial planning for self-employed individuals, professionals, business owners, retirees and entrepreneurs .
The Team
Salochnie Govender
Office Administrator
Salochnie Joined Surefin Brokers in 2007 and handles various aspects of the office administration.
Chantel Piek
Office Administrator
Chantel joined Surefin Brokers in February 2022 in order to assist Salochnie with the growing administrative work load within Surefin Brokers.