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0315393548 | 0315022469

Vis Moonsamy & Associates cc t/a Vis & Cookie Financial Advisors and Insurance Brokers

Authorised Financial Service Provider License No. 5525

 

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We put you in command

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In spite of our continued growth we are still fiercely driven by our desire to maintain a first class service and to provide solutions that are appropriate to meet our clients' needs

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We are here to help you decide on the appropriate insurance and to work with you to identify potential risks and to discuss solutions.

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The Brokerage currently serves a client base of nearly 400 Individuals and Corporate Companies, many of whom have entrusted Vis since his career at NBS Bank.

 

The Highlight of Vis’s career was when he ranked TOP INTERMEDIARY STATUS in Investments for Nedbank  DURING  2008  TO  2010.

 

Vis attributes his success to maintaining excellent client service, integrity, trust and confidence.

 

About Us

What clients think of us

Vis Moonsamy is the Key Individual and a Representative for VCM Brokers since July 2002.

Vis started off his Investment career in the Perm Bank where he managed the Banking , Investment and Homes Loans Departments.

In 1994 he became a Representative with Old Mutual and furthered his career as a Personal Financial Advisor.He then joined the NBS Bank in 1996 as a Financial Consultant where he gained a wealth of experience in the Banking, Investment and Insurance Sectors.

 

Due to the take -over of  NBS Bank by Nedbank in 2002, Vis saw a new opportunity and Founded and Established Vis Moonsamy and Associates C.C.  , an Insurance Brokerage in July 2002.Vis is a Registered Financial Planner with the  Financial Planning Institute (FPI) and is a member of the Masthead Financial Advisors Association.

 

Vis completed his Diploma in Life  Insurance through Unisa in 2012,

 

He has 20 years of Financial expertise in the Investment and Insurance Industry.

 

The Brokerage currently serves a client base of nearly 400 Individuals and Corporate Companies, many of whom have entrusted Vis since his career at NBS Bank.

 

The Highlight of Vis’s career was when he ranked TOP INTERMEDIARY STATUS in Investments for Nedbank  DURING  2008  TO  2010.

 

Vis attributes his success to maintaining excellent client service, integrity, trust and confidence

 

From generation to generation

Personal Assistant to Vis is Jerome Govender. Jerome serves as a son to Vis and has adapted to the same culture and passion in which Vis operates

 

Our Services

Death

 

A benefit is paid in the event of the Death of the Life Covered.

This payment may be used to make financial provision for the dependants, to pay off debts, estate duty and other needs

 

Disability

 

Disability Lumpsum Benefit provides cover in the event of:

 •  The Life Covered becoming Permanently Occupationally Disabled,

•   The Life Covered becoming Functionally Impaired and the Impairment is permanent and irreversible.

 

Dreaded Disease (Illness Benefit)

 

Dreaded Disease benefit provides for specific Severe Illnesses by paying a Lumpsum in the event of the diagnoses or occurrence of Severe Illness as defined in the specific Severe Illness Benefits Terms and Conditions. Such as Heart Attack, Cancer, Stroke, Coronary Heart Bypass, etc.

 

Funeral Benefit

 

A benefit is paid on the death of the Life Covered to cover Funeral Expenses and Final Expenses. The aim is to pay the benefit within 48hrs of all requirements having been met.

 

Temporary and Permanent Income Protection

 

One of the most valuable asset during the client’s working career is their ability to earn an income. It needs to be protected, should a Temporary Illness or Permanent Disability take place. The Income enables them to maintain their lifestyle.

Estate Planning

 

It is essential that should One decease, having owned assets (Immovable and Movable Property, Bank Investments, Unit Trusts, etc.) to have an updated Will as instruction for the distribution of their assets.

 

Medical Benefits

 

This is essential to look after your Healthcare Cover needs. The aim is to keep you healthy and provide you with the best Medical Care when you need it most

 

Short Term Insurance

 

Motor – To protect your Vehicle Assets in the event of an Accident, 3rd Party, Fire and Theft.

Gap Cover – To cover your Medical Shortfall, should Medical Aid not cover you in full.

 

Lumpsum Investments and Recurring Premium

 

To provide Capital Growth of Investments and also Guaranteed Income from Lumpsum Investments

 

Retirement Annuity

 

To provide a Capital at Retirement, thereby having a Guaranteed Income for Life.

 

 

Collective Investments and Unit Trusts

 

To provide a Short-Term and Long-Term  Capital Growth on Investments when purchasing Units from Investment Companies

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We will continue to strive to offer better products and solutions at the most competitive prices so that we will improve profitability for our clients.

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Physical Address:

 

45  Fieldside Avenue

Centenary  Park

Phoenix 4068.

 

Telephone Number: 0315393548  |  0315022469

 

Fax Number: 0865949464

Mobile Number: 0836289917

E-mail Address: info@vcmbrokers.co.za

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Mr Vis Moonsamy is known to me for over 20 years. He has demonstrated

 

Exceptional integrity and rectitude in my personal financial matters and that of my friends. I highly recommend him as a financial and insurance consultant

 

Dr S.Y.Govender

ABC MINISTRIES

 

I have known Vis for more than 20 years and have come to know him as a honest, trustworthy and a person of high integrity. From experience, I know that Vis has listened carefully to my requirements and has recommended products that suit my requirements. I have no hesitation in adding my recommendation.

Ven Moodley - CA

V.M.  Chartered  Accountants