Who do you trust to prudently manage your wealth?
Who do you call when you need financial advice?
Our clients and their families have been counting on us at Bobats to do just this for over 90 years
Bobats creates tailored wealth solutions to protect, preserve and grow your hard-earned money and to bring order to your financial life. The Bobats business is built on its age-old values, embodied in The Bobats Way and our Guiding Principles. Our People are trustworthy, diligent, highly qualified and experienced in their respective fields to give you the best advice and service. We give you the freedom to focus on the finer things in life, knowing your wealth is in safe hands with us.

Wealth Solutions Menu

  • An Introduction to Our Process
  • Pre-retirement
  • Post-retirement
  • Unfortunate Events (death, disability, illness)
  • Debit Order Investing
  • Saving and Investing
  • Business Assurance
  • Investment Truths

Losing Your Life

Inability to Work

Protecting your Health

  • Medical Aid
  • Gap Cover
  • Medical Insurance

Protecting your Personal Belongings

  • Vehicles
  • House and Buildings
  • All Risk

Investment Structures

Investment Types

  • Employee Benefits
  • Estate Planning
  • Wills