+27 86 1 274 377 queries@asi.co.za ASI Place, 48 Grosvenor Road, Bryanston

a level 1 B-BBEE Company

WHO WE ARE

ASI Financial Services (PTY) Ltd is a Level 1 B-BBEE, 100% South African black-owned independent financial advisory firm that offers a full suite of advisory services in Health, Wellness, Insurance and Investment for private companies and public sector organisations that want to achieve the best possible outcomes for their employees.

Our actuarial advisory team offers solution-driven analysis and strategies for employee benefits and investment portfolios, helping businesses manage employee as well as business liability and risk.

We are firmly grounded in South Africa’s unique context, with a vision for creating multi-generational wealth and a commitment to creating bespoke solutions that offer true value for employers and their people.

2192435

Impacted Lives

7310

Clients

150

Partners

9

Provinces

Our

PURPOSE

As the leading independent Health, Wellness, Insurance, Retirement and Investment advisory provider in South Africa, we at ASI Financial Services (PTY) Ltd know all too well that every individual, business or even partner business of ours deserves an individual approach – one size-fits-all doesn’t work when it comes to shoes, nor should it apply to services.

That is why we proudly specialise in catering to the evolution of your needs at different stages of your life and business journey, ultimately helping you to build wealth & change lives, together.

Our DNA and core purpose is to help drive positive & sustainable change. One of the impactful ways we do this is by helping to improve overall financial literacy, which is currently around 6%. Our intent is to increase this to at least 13% in the near future.

We expertly do this by consulting with and working alongside our various partners, clients, and members across more than 30 industries across SA, to make meaningful, tangible decisions which will assist them, not only into the future but right now as well. Because there is no time like the present to make the wisest decisions.

 

Transparency is the name of our game – our independent advice & solution-seeking mandate has your best interests at heart – we are intentional & purpose led in all that we do.

They are not only our employees, they’re also our familia! And they’re also our most critical, appreciated asset! Helps our team build and leave a generational legacy of positive impact and purpose in their own families and everyone that we strive to serve: our wonderful Clients. Everything we do helps us to live true to our motto of building wealth and changing lives. Our collective ambition is to build a business and network where our employees and founding members together drive the impact and change the business needs to succeed. Did You Know that 62% of ASI Financial Services (PTY) Ltd's total staff count is female?! That’s because transformation is also about true gender empowerment.
Client success is our success; and protecting their employees’ financial wellbeing is our priority. Our approach to business is bespoke and personal – we take what we do very seriously. Every solution we provide is customised to help our clients ensure that we walk the golden journey with our clients and their employees. From bespoke Financial and Wellness solutions and strategies based on very real needs and wants, right through to execution & implementation – ASI Financial Services (PTY) Ltd partners with our clients for the long-haul.
We empower and build the industry and protect its purpose. We do this by creating an ecosystem of like-minded businesses to help sustain the independent brokers who help fight for what’s right for our people and future of SA. We are passionate about growing our partner businesses and helping them to thrive, ultimately boosting the future of all South Africans and reaffirming our belief that we can and must make a positive and sustainable difference. We also help scale other businesses and run profitably, efficiency and optimally
We encourage the driving of effective transformation by protecting and empowering the communities we are grateful to be able to serve. Investing in our communities and helping to build sustainability, the creation of meaningful work, and serving our fellow South Africans is our passion and purpose.

OUR PRODUCT PROVIDERS

Employer

BENEFITS

As an ASI client, you gain a suite of services that include:

Insights and feedback

Regular reportage on your ROI using actuarial tools and technologies

Customised recommendations

Tailored servicing strategies based on your business needs

One-on-one consultations

Access to in-person consultations, and executive-level counsel and resources

Service interGREATion benefits

Integration across all of ASI Financial Services (PTY) Ltd services to evenly maximise your spend

Employee empowerment tools

Customised approaches, systems and advice to inclusively empower your employees

Employee

BENEFITS

This is what your employees can expect from us:

Onboarding assistance

Additional intermediary services such as onboarding assistance, query management, escalations, and access to support

Member education resources

Regular digital communication, from video tutorials to newsletters to help your employees make informed financial decisions

Face-to-face and virtual sessions

Face-to-face and virtual sessions with an ASI Financial Services (PTY) Ltd Client Care advisor at your convenience

Employee Portal

Allows employees to make membership or benefit changes and access member education resources

Wellness days

Allow employees to enjoy better health through better living, with Employee Wellness Programmes and strategies

Exclusive insights

Financial and thought leadership insights to help you Build Wealth and Change your Life

Customer Testimonials

WHAT OUR CUSTOMERS ARE SAYING ABOUT US

  
"Kindness and going the extra mile is my experience of your ASI consultant. Thank you for being so informative, knowledgeable and professional."

Health

"Your Insurance Team are friendly, efficient, competent, and an asset to your company. I’m delighted to be your client."

Insure

"Your team is always ready to assist and go out of their way to help their customers."

Health

"Your agent provided us with prompt and swift responses. This helped me make a better, more informed decision."

Health

"Excellent service from your agent - an absolute pleasure to work with."

Health

"You listened to me and gave the best advice. That's top service in my mind."

Health

"You listened to me and gave the best advice. That's top service in my mind."

Health

"You took away most of the administrative burden from me and made my life so much easier. Keep up the service with a smile."

Health

"Your consultant was very helpful and informative. Excellent service all round."

Health

"The process was quick and hassle free. Communication was effortless and professional."

Health

"You most effective and professional and it is always a pleasure to deal with you."

Insure

"You are always available and willing to assist your clients."

Health

"Thank you for keeping me well-informed throughout the process."

Health

"Thank you for taking the time to understand my needs and resolving my request. I am super impressed."

Health

"Thank you to ASI Insure for ensuring that the overall premium was within my budget. This is most appreciated. You staff member was a star and always has my best interests at heart."

Insure

"Your consultant was very helpful and informative. Excellent service all round."

Health

"When dealing with my query you provided through knowledge on what I needed to know. Well done."

Health

"Thank you very much for your kind assistance. You have gone out of your way for which I am very grateful."

Health

"Your staff member has a wonderful personality and did an excellent job at supporting me."

Health

"I can honestly say that I have absolutely no complaints about their service. After my husband's accident on Saturday, they managed to assist us and sort out everything on our behalf. I would recommend them to anyone that is looking for excellent client service, respect, and loyalty."

Insure

"ASI provided me with brilliant, fast and appropriate service. I am delighted!"

Health

"ASI provided me with brilliant, fast and appropriate service. I am delighted!"

Health

"Your team are very helpful, friendly and patient. I am grateful for the service received."

Health

"The service I received from the team has been exceptional from a claims perspective. Sorted and settled quickly."

Insure

"Thank you to ASI and your exceptional teammates for the amazing service as always"

Insure

"I’d like to take the opportunity to say that your attentive customer service despite being a novice does not go unnoticed. I do hope your supervisors note the enthusiasm and attention to detail with which you go about your job."

Insure

"Thank you so much for your prompt & fantastic service on this claim."

Insure

"Thank you for arranging car hire and towing – exceptional service as always. You are an absolute legend to deal with!"

Insure

"You have been immeasurably kind and supportive during this difficult time in our lives and I cant tell you what a relief it has been knowing that you guys are there to handle my insurance needs."

Insure

"Thanks for the great service and the follow through that over time we have come to expect from ASI Insure."

Insure

"You are the best, your service is excellent. Please keep it up you never disappointed me."

Insure

"I am extremely happy with my consultant, he knew what he was talking about and assisted me to my satisfaction."

Health

"Consultant was very knowledgeable and communicates well."

Health

"The service I received was excellent. My request was not easy, but the resolution was quick and excellent."

Health

"Mobile phones have become an integral part of operating a business. Without one, our business stalls. Thank you for replacing my mobile phone so quickly & efficiently – great service from ASI!"

Insure

"Very impressed with the quick outcome, keep it up."

Health

"Every time I made an enquiry on this matter it was attended to with the utmost urgency it deserved, same as with my case, it was resolved quickly and professionally."

Health

"We have been dealing with this company for a while and had nothing but exceptional service. Today the claims Supervisor did something that I would never expect - she went above and beyond and was close by to where my father had an accident and assisted personally, I wish I had more words to say than just a THANK YOU SO MUCH."

Insure

"My consultant is top notch. I really couldn't say anything bad about him, responds immediately. Well done, keep up the good work."

Health

"I received great service from you and thank you for everything."

Health

"Prompt and Professional."

Health

"I received absolutely incredible service from ASI. They helped me with my claim and it was accepted in a day or two."

Insure

"My consultant is just awesome, always helpful and putting customers first. Her customer service is top notch!"

Health

"I would whole heartedly like to commend ASI on their efficient, excellent and professional service provided ALWAYS. ASI certainly goes the extra mile and handles every claim of ours with such ease and patience amidst our frustrations and set backs."

Insure

"I hereby commend ASI Insure for the excellent customer service rendered, it is only a pleasure dealing with the team."

Insure

“You are the most efficient person I have ever come across, and you are a true asset to ASI Insure.”

ASI Client

"It’s always a pleasure to be assisted by ASI even if its after office hours someone is always there to help with every problem we encounter."

Health

"My consultant is really helpful and takes time to explain all the questions asked, overall she is very patient about her work and she is very friendly."

Health

"Have had excellent service during all my queries."

Insure

"Always responds very quickly and efficiently."

Insure

"Very clear and well spoken. Took less than 10 minutes to sort me out. I am happy."

Health

“My consultant has throughout displayed confidence, competence and professionalism along with excellent interpersonal skills and is efficient and effective.”

Retire

"I barely sent my request and a few minutes later it was finalised. My stress has been relieved, thanks so much."

Health

"My request was handled professionally and timeously."

Insure

"I appreciate your honesty and the patience with which you discussed my needs, interests and concerns."

Health

"Well articulated and clear on available options. Great and open advice on recommendations. Attentive to questions and clear fair answers."

Health

"My consultant has been exceptionally helpful, from calling and finding out my needs as well as getting back with comprehensive feedback. Very professional and attentive to details. Thank you very much."

Health

"ASI has been our broker for many many years. We have always received professional, friendly service from them. Have been recommending them to numerous others."

Insure

"Always professional and at the same time compassionate."

Insure

“My consultant kept in contact and updated me. That's what I call good client service. ”

Retire

"I received a response in less than 10 minutes on an email my consultant was copied in. I also received Excellent services on previous emails."

Health

"I always receive fantastic service, feedback is fast,  love dealing with my consultant."

Health

"We simply love working with ASI as they are always willing to assist even in pressure situations."

Insure

"Excellent service and communication very impressed."

Insure

"Always kept me informed and until I was happy, then only was the claim finalised."

Insure

"I am so grateful, thank you."

Health

"Thank you so much, the service was amazing. It took my company 2 weeks to send the paperwork to ASI and in less than an hour I received a confirmation email from my medical scheme. It was almost like everyone was waiting for my form to just press the enter button."

Health

"Thank you for the worthwhile advice."

Health

"Most professional and kind, willing to go more than the extra mile for your clients."

Insure

"Professional & friendly. It was a very pleasant experience dealing with you."

Insure

"Always willing to assist and extremely efficient."

Insure

"My personal circumstances have changed making it difficult for me to make any changes at the present time. I would like to thank you for the work you did on my behalf and for your excellent service."

Insure

"The one on one consultation was perfect, she is well informed and provided all the information I required. The consultant called on my phone when I was out of office and really saved the day. Very professional lady. "

Wellness

"The consultant was very professional assisted me with urgency." 

Insure

"The consultant gave excellent service."

ASI Client

"The consultant I dealt with was very helpful and professional. She made sure that I am updated regarding feedback and status of  my query. "

Health

"The service provided was beyond my expectation."

Retire

"Your responses are prompt. I love the service you give."

Insure

"She was very helpful"

Health

“Thanks for the prompt response to my email, replied with the forms and had a response in less than 24 hours for me. Keep up the good work. It’s a pleasure dealing with you.”

Administration House

"The case was resolved on time."

Wellness

"The consultant provided excellent service and kept me updated on developments." 

Health

"I am extremely happy with the pace and professionalism my case was handled. I give the highest score possible for the level of satisfaction. Thank you very much."

Health

"Thank you for always being prompt in your response."

Insure

"I had great service from the consultant, my matter was attended to professionally and resolved speedily. Thanks for the great service."

Wellness

"The query was resolved quickly."

Health

"The off-boarding procedure is quite smooth and easy. With the electronic process in place, there is an integration that compels a workflow to simplify and centralise all required steps."

Retire

"Very wonderful service from the consultant. He was very detailed and tended to all my questions. He definitely reassured me and furthermore gave me additional infomation so I can make sure I'm taking the right option.  Very patient and overall a WONDERFUL guy!"

ASI Client

"My query was attended to immediately. I am happy with the service."

Health

"The consultant is prompt and efficient. It is always a pleasure dealing with her."

Insure

"The process was quick and very simple, it only took a few hours thank you very much!"

Health

"Excellent service."

Wellness

"Brilliant service"

Wellness

“Professional and efficient. Prompt response too.”

Health

"The consultant's telephone manner was very professional. He explained the various options in a very detailed manner that was easy to understand." 

Health

"After I complained to her about the lack of service from my insurer, she really went out of her way to assist me to my fullest satisfaction."

Insure

"The consultant is very helpful and always delivers when I need help."

ASI Client

"The consultant is an excellent advisor."

Wellness

"The consultant was efficient and did an excellent job."

Health

"Precise, great listener and gave great advice."

Health

"The consultant was able to assist me and responded to my emails with a call."

ASI Client

"Overall, I was very impressed."

Wellness

"I am very satisfied, the consultant is a friendly and helpful person.  He came back to me, as he said he would, with the problem resolved. Thank you."

Health

“I truly appreciate each and every one of you. My claims and complaints during pregnancy and delivery went smoothly, all thank to you guys.”

Health

"Thank you so much for all your assistance. You have been a great pleasure to work with."

Insure

"I was assisted in a professional yet kind manner as a customer!"

Insure

“Timely, provided clear options & recommendations.”

Gap Cover

“My matter was dealt with within a short turnaround time. Staff very professional indeed.”

Insure

“Quick response and excellent advice on benefit option.”

Retire

"Always professional and always on top of claims when submitted. "

Insure

“Your service was great. Thank you”

Wellness

"I cannot thank you enough for going out of your way to get this sorted out to my fullest satisfaction. Thank you"

Insure

"Excellent service! 5 stars! Fast, efficient, went the extra mile truly!!"

Insure

"Excellent, friendly and speedy service."

Wellness

“I always get a response within few minutes of sending my query. I am really impressed.”

ASI Client

"Fantastic service! This is the first time I experienced someone going out of their way to assist without being asked!"

Health

"Thank you for assisting me with my Medical Aid and resolving it, Well done, continue to give off your best.”

Health

“Request handled swiftly and excellent communication. Many thanks, my plan has already been adjusted and I have received confirmation.”

GAP Cover

“Very knowledgeable and helpful.”

Insure

"Consultant is proactive and provides insightful updates."

Health

“Great service from beginning to end, thanks.”

Administration House

“All my questions were answered, I was given full information that I needed. The service was 100% satisfying. Thanks very much.”

Retire

"On the ball!" Ensuring swift, quick, service and support."

Insure

"Exceptional service! Lovely to engage with you – you always keep one in the loop when it’s time to claim. Thanks, you are the best!!"

Insure

“Very professional whilst friendly and caring.”

Wellness

“Always willing, always attentive, always prompt.”

ASI Client

"Excellent and prompt service. Every query is attended to in record time. Thank you."

Health

“The performance was excellent I received the info that was needed for me in order to apply for my Medical Aid.”

Health

“Very prompt response and resolution."

Insure

“Excellent, professional and highly competent.”

ASI Client

"Service excellence with kindness."

Insure

Our Actuarial Advisory team offers solution-driven analysis of all employee benefits

Our

CSI PHILOSOPHY

Financial empowerment through education and building better lives by helping people build wealth are the golden threads that hold ASI Financial Services (PTY) Ltd together. We encourage our people to foster their own community projects, while living our passion for financial empowerment and building wealth by guiding multiple outreach initiatives each year.