What are the 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

Personix Financial Group

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Personix Financial Group

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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

15/10/2026

A quiet space for prayer

For clients who would like to pray during their visit, our Rondebosch office has a private prayer room with a wudu area. Just let a member of our team know and we'll gladly show you the way.

The room was created in memory of Mohamed Jaweed Dalvie, whose warmth and sense of fairness still guide how we welcome everyone through our doors.

📍 5 Kromboom Rd, Rondebosch

09/10/2026

Money worries don’t always clock out when the workday does.

They can follow us home, sit quietly in the background and add to the weight we’re already carrying.

This World Mental Health Day, we’re reminded that peace of mind matters, and while we can’t control everything, having a clearer picture of our finances can make one part of life feel a little less uncertain.

Sometimes, peace of mind starts with a plan. 🧡

07/10/2026

When the cost of living goes up, the extra money has to come from somewhere. 📈

Fuel, interest rates and everyday expenses can quietly put more pressure on your monthly budget, but not every expense should be the first thing you cut.

Before dipping into long-term savings, reducing important cover or compromising future plans, it may be worth looking at which “buckets” have room to adjust. 🪣

A few small changes today can help protect the things that matter tomorrow.

30/09/2026

Welcome to the team, Kathija! 🎉

We’re excited to welcome Kathija as our new Intern Sales Agent, bringing 6 years of experience in property sales and rentals to the Personix family.

Kathija’s approach is built on trust, honest communication, and genuinely understanding what her clients need, whether you’re buying, selling, letting, or renting. She’s known for being proactive, approachable, and dedicated to making the property journey as smooth and stress-free as possible.

Since arriving in Cape Town, she’s fallen in love with the city and its people, and she’s just as passionate about helping others find the right place to call home here.

24/09/2026

Today, we celebrate the people, stories and traditions that make South Africa home. 🇿🇦

Our heritage may look different from one person to the next, but together, it forms part of the rich and diverse country we share.

From all of us at Personix Financial Group, wishing you a meaningful and joyful Heritage Day.

23/09/2026

There’s a shift happening in Cape Town’s rental market worth knowing about.🏘️

New city rates could significantly increase costs for properties run mainly as short-term rentals. For owners, that’s prompting a real decision: keep things as they are, or consider switching to long-term rental instead.

Whichever direction makes sense for your property, getting the transition right matters, from pricing to tenant vetting to ongoing management.

18/09/2026

A legacy isn’t only what you leave behind. It’s what you put in place while you’re still here.

Your retirement plan, your will, your beneficiary nominations and the conversations you have with the people you love all form part of the same bigger picture. 🧩

Because building wealth is one thing. Making sure it reaches the right people, in the right way, is another.🤝

16/09/2026

An app can give you an answer based on the information it has. An adviser can have the conversation that comes next and ask the questions you never even thought of.

Because personalised advice should be personal.

09/09/2026

Meet Zaid Tresham, our Short Term Insurance Claims Manager. 👋

For the past 12 years, Zaid has been part of the Personix team, helping clients through moments when they often need support most.

For Zaid, the most rewarding part of his role is being able to ease the stress that comes with a claim, reassuring clients, guiding them through the process, and helping restore them to the position they were in before the loss.

Outside of work, you’ll likely find Zaid running or following football. With roots in London, he’s also a passionate Tottenham Hotspur supporter. ⚽

04/09/2026

Liability cover is no longer something businesses can afford to overlook.

A slip, a faulty product, an unfinished job — when something goes wrong, even a seemingly small incident can turn into a legal claim.

Swipe through to understand why liability cover matters, what it can protect your business against, and the important dos and don’ts if a claim arises.

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

Website

http://www.personix.co.za/

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