Personix Financial Group

Personix Financial Group Welcome to Personix Financial Group ! Insurance Brokers ~ Risk & Investment Advisory

We specialize in tailored Short & Long-Term Insurance Solutions, Wealth Management, Property and Accounting& Advisory

Experience peace of mind through our expertise

Happy Secretary's Day, Hannah! 🎉 Every business runs on the people who keep things moving behind the scenes. Hannah is e...
02/09/2026

Happy Secretary's Day, Hannah! 🎉

Every business runs on the people who keep things moving behind the scenes. Hannah is exactly that person for us. Thank you for everything you do to keep Personix running smoothly, day in and day out.

We appreciate you!

In loving memory of Ismail Dalvie.It is with heavy hearts that we share the passing of Ismail Dalvie, a valued member of...
29/08/2026

In loving memory of Ismail Dalvie.

It is with heavy hearts that we share the passing of Ismail Dalvie, a valued member of our property sales team and a cherished part of the Personix family.

Ismail dedicated over 40 years to the real estate industry — a career built on integrity, expertise, and genuine care for the people he served. His contribution to Personix, and to the broader industry will not be forgotten.

Our thoughts are with his family, friends, and colleagues during this difficult time.

Rest in peace, Ismail. 🕊️

This is what you can actually expect when you work with us.🤝No chatbot, no algorithm guessing what you need, just real a...
26/08/2026

This is what you can actually expect when you work with us.🤝

No chatbot, no algorithm guessing what you need, just real advice from someone who knows your name.

The myth: if it’s in a savings account, it’s “saved.”Here’s the catch — inflation in South Africa hit 5.0% in June (the ...
21/08/2026

The myth: if it’s in a savings account, it’s “saved.”

Here’s the catch — inflation in South Africa hit 5.0% in June (the highest in two years), and most everyday bank savings accounts pay interest well below that. So while your balance is technically growing, what that money can actually buy is often shrinking in real terms.

This isn’t about avoiding savings accounts altogether, they’re still useful for an emergency fund you need quick access to. The real point: “saving” and “growing your money” aren’t automatically the same thing. Once you’re saving for something further out, retirement, a deposit, your kids’ education, it’s worth asking whether the method you’re using is actually keeping pace, or quietly falling behind.

No two retirement journeys look the same.Career breaks, caregiving, health, life expectancy — everyone's path looks diff...
19/08/2026

No two retirement journeys look the same.

Career breaks, caregiving, health, life expectancy — everyone's path looks different, and a retirement plan should reflect that, not force it into a generic template.

Retirement planning built around a single, uninterrupted career does not reflect how a women’s career might look.

This Women's Month, it's a good reminder for all of us: the right plan is the one built around your actual life.

Cape Town Property market continues to experience high rental demand as property prices have soared over the last 3 year...
14/08/2026

Cape Town Property market continues to experience high rental demand as property prices have soared over the last 3 years.

The market's doing its job. But if you're also the one fielding tenant calls, chasing late rent, and coordinating maintenance after your own workday, the "passive" in passive income isn't really holding up.

Here's the part most people don't realise: most estate agents manage your tenants. They don't manage your property. Rent collection and lease admin is usually where the service stops — utilities, maintenance, and the day-to-day upkeep get left to you.

Personix's property management is built differently, three components, one solution: rental management, utility management, and maintenance coordination, all under one roof. You stay busy at work. We handle the property.

This month, we’re introducing Aaliyah Domingo, our Employee Benefits Administrator, who’s been part of the Personix fami...
07/08/2026

This month, we’re introducing Aaliyah Domingo, our Employee Benefits Administrator, who’s been part of the Personix family for 3 years.

For Aaliyah, the most rewarding part of her role is being able to support individuals and businesses when they need it most.

A fun fact about Aaliyah? She’s a passionate animal lover who regularly rescues stray cats, dogs, and even birds, helping rehabilitate and rehome them whenever she can. If a forever home can’t be found, she’s more than happy to welcome them into her own.🐶🐈

We’re grateful to have your compassion, dedication, and kindness as part of the Personix team.

The latest fuel price adjustments are now in effect.📉 Petrol: Decreases by 52c/L📈 Diesel: Increases by up to R1.38LWheth...
05/08/2026

The latest fuel price adjustments are now in effect.

📉 Petrol: Decreases by 52c/L
📈 Diesel: Increases by up to R1.38L

Whether you're commuting, running a business, or planning your monthly budget, changes at the pump can have a real impact. Staying informed helps you make smarter financial decisions.

Not everything you've heard about money is true. 👆Financial planning myths are surprisingly common, and surprisingly con...
24/07/2026

Not everything you've heard about money is true. 👆

Financial planning myths are surprisingly common, and surprisingly convincing.

This month we’re introducing Zuhayr Mohamed, our Property Marketing Strategist, who’s been part of the Personix family f...
20/07/2026

This month we’re introducing Zuhayr Mohamed, our Property Marketing Strategist, who’s been part of the Personix family for 9 years.

For Zuhayr, the most rewarding part of his role is seeing opportunities grow into meaningful partnerships and, ultimately, success stories. Sometimes those wins happen today, and sometimes they take years, but helping build those relationships is what keeps him motivated.

A fun little fact about Zuhayr? His ideal meal is lemon garlic grilled prawns or a medium-well rib-eye with blue cheese (yes, he’s proudly on Team Blue Cheese 🧀).

We’re grateful to have you as part of the Personix team. 

Address

5 Kromboom Road
Cape Town
7700

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 16:30

Telephone

021 699 0800

Alerts

Be the first to know and let us send you an email when Personix Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Personix Financial Group:

Shortcuts

Share