Personix Financial Group

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

Photos from Personix Financial Group's post 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.

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!

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. 🕊️

Photos from Personix Financial Group's post 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.

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.

Photos from Personix Financial Group's post 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.

Photos from Personix Financial Group's post 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.

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.

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.

Photos from Personix Financial Group's post 24/07/2026

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

Financial planning myths are surprisingly common, and surprisingly convincing.

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Location

Category

Telephone

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