About us

About Us

Established in 1973 in Johannesburg, Success Brokers has consistently grown by seeking and creating opportunities, whilst remaining steadfast in our commitment to become the best financial adviser’s we can be in an ever changing and challenging environment. Success Brokers services clients nationwide and has recently opened a new branch in Cape Town.

Our consistent success is due to a total commitment to providing excellent client service, tailor made solutions, value for money, integrity and utmost good faith. Our mantra has always been “the client does not care how much you know, until he knows how much you care”. We care and we would like to take care of you.

Our team is made up of financial advisers and administrative consultants that has expert knowledge in their respective fields. Technical knowledge, business know how, and latest IT systems in addition to our comprehensive range of short term and financial planning product provider relationships, provide us the tools to ensure that we are able to service our clients no matter what their needs are.

Our BEE partnership started many years ago and has recently been improved to Level 2. We are involved actively with social responsibility and host a golf day annually with the proceeds going to various charities selected by our staff.

Our decisions and actions are not led by merely sales, but are fueled by ensuring the proper outcome for your business and personal cover in respect of short term and financial planning. With that in mind, we are able to provide bespoke insurance solutions that create and add value where and when it matters. We provide Insurance with Assurance.

Social Responsibility

We are constantly engaged with our community and support various charities. Success Brokers believe in the upliftment of our community and social responsibility. Below are some of the organisations we support.

 

Leading Success

P.G.C. GEFFROY

MANAGING DIRECTOR AND CHAIRMAN


Geff or “Mon Ami” as he is fondly known as, is the chairman and managing director of the company. With his wealth of experience in the insurance industry and his business acumen, Geff now shares his knowledge with Simon and the team. He constantly checks up to ensure that the standards are maintained, the staff are motivated and clients’ needs put first. Being in sales for over 50 years, Geff continues to bring in new opportunities to the group.

Geff’s goal has always been to build and grow a sustainable business. Geff has now handed over the reins to his son Simon. Recently Geff has mentioned that it has been great to be able to let go and have the security knowing that his son is taking over. Seeing his son Simon taking the business to another level, has been one of the most satisfying and rewarding feeling’s a father can have.

SIMON GEFFROY

DIRECTOR – CHIEF EXECUTIVE OFFICER – KEY INDIVIDUAL


Simon started his career in 1998 after finishing school. He studied to become a Certified Financial Planner. Simon became CEO of the group in 2010 and has since seen the expansion of the group to include opening a new branch in Cape Town.

To quote Sir Thomas Watson “To be successful, you have to have your heart in your business, and your business in your heart”. Taking over and running a family business, Simon believes he is uniquely qualified for this exciting opportunity.

With over 20 years in the industry, Simon brings energy, passion and enthusiasm to the group. He has revitalized the existing staff and attracted new quality talented professionals.

Simon believes that reputations are built on achievements and not promises. He is constantly proud of how the team has progressed over the last few years. Simon believes that the future of Success Brokers is pregnant with opportunities and looks forward to growing and sharing this success with our staff and clients.

IVAN PEROVIC

DIRECTOR – KEY INDIVIDUAL


Ivan joined Success Brokers in 2011 as a financial advisor and has subsequently been promoted to director and KI of the group. With almost a decade of experience in the insurance sector he is well equipped to provide technical advice in short term insurance, life assurance and investments, areas where his client bases have been developed. Ivan completed a BCom degree in finance, insurance and risk management from Wits University, and received an Honours degree in business finance and investment management a year later. Ivan is an avid sportsman and enjoys spending his free time playing tennis and fencing, where he has previously represented South Africa as part of the national team in various international events.

“Integrity and trust are fundamental aspects of business, which has a lot to do with the process of building long term client relationships. I am confident in discussing any aspect of short term insurance and financial planning and I put the best interests of my clients first.

My team and I are striving to build a company that is fundamentally driven by service and excellence. We’re proud of what we do and proud of our team that allows us to do it so well. We offer a wide spectrum of financial solutions to meet the needs of each individual client and business.”

 

Success Values

Established in 1973 in Johannesburg, Success Brokers has consistently grown by seeking and creating opportunities whilst remaining steadfast in our commitment to become the best brokers we can be despite challenges in our country, economy and significant changes in our industry in recent times. Success Brokers services clients nationwide and has recently opened a new branch in Cape Town which enable us to further grow our business and service offering to new and current clients.

Our technical knowledge /business know how / skills and latest IT systems in addition to our comprehensive range of short term insurance products provide us the tools to ensure that we are able to service our clients no matter what their needs are.

The raison dëtre to our consistent success is a total commitment to providing excellent client service, tailor made solutions for our clients, value for money, integrity and utmost good faith. Our mantra has always been “the client does not care how much you know, until he knows how much you care” We care and we would like to take care of you.

Our BEE partnership started many years ago and has recently been improved to Level 2. We are involved actively with social responsibility and host a golf day annually with the proceeds going to various charities selected by our staff.

Our decisions and actions are not led by merely sales, but are fueled by ensuring the proper outcome for your business and personal cover in respect of short term and life assurance. With that in mind, we are able to provide bespoke insurance solutions that create and add value where and when it matters as our product is intangible and only tangible via claims paid and policy documents. We provide Insurance with Assurance.


The Success Commitment

As Advisors we are problem solvers and we have a “can do” attitude. We are loyal to our clients and will fight for what’s right when it comes to claim payments/settlement.


Our intention is to contribute to the upliftment of our staff.

• We value and respect diversity within our country and our group.

• We are passionate about our job, our clients and the Success brand.

• We are honest in our dealings and deliver on our promises made to clients.

• We sell an intangible product that is only tangible during claim stage and this is where we show our mettle.


Success Credentials

The Success Groups subsidiaries are FAIS compliant and approved Financial Services Providers.

Licence Numbers FSP 13966, FSP 14402, FSP 17893, FSP 14399 and FSP 44098 (Curemed)

Success Brokers is an approved credit broker through Intermediaries Guarantee Facility (IGF) and is a registered member of South African Financial Services Intermediaries Association (SAFSIA) and Life Underwriting Association of South Africa (LUASA).

We have operating agencies with all reputable risk carriers and are accredited brokers of the Financial Intermediaries Association of Southern Africa (FIA).

Success is BEE compliant and enjoys a Level 2 B-BBEE Status.

Success Values and Commitments

At Success we pride ourselves on excellent client service levels and commitment to doing what’s best for our clients. We are avid problem solvers and we have a “can do” attitude. We are loyal to our clients and work hard on resolving and claim payments/settlement timeously.

Our intention is to contribute to the upliftment of our staff.

    • We value and respect diversity within our country and our group.

    • We are passionate about our job, our clients and the Success brand.

    • We are honest in our dealings and deliver on our promises made to clients.

    • We know that we sell an intangible product, that is only tangible during claim stage and this is where we show our mettle.

  • Priscilla is a pleasure to contact when requiring assistance. She is very pleasant, helpful and efficient and always goes the extra mile. Whenever I require anything done, I know I can contact Priscilla with the confidence and comfort that she will do everything in her power to assist.   In short Priscilla is a real “gem”.
    Cathy van der Nest
  • The service that you offer is beyond the mind can comprehend. Always pleasant and polite and get work done to the customers satisfaction. Goes the extra mile for what the customer ask within reason.

    Priscilla can take on a task that big or small and does it with utmost care and pride. You never have to ask twice for anything besides the normal follow up. You get as the customer precise and accurate information, nothing is sugar coated. Always a pleasure to deal with Priscilla and she puts the customer first in dealing with anything.

    Angela
  • I am very pleased with you personal services provided to me both personally and our business. You always attend to matters right away and believe you to be an asset to the company you are employed by.
    Kevin Kirsten
  • Success Brokers has given our family a peace of mind knowing we have everything insured through them. Sharon Germishuizen our broker goes beyond to ensure we are taken care of when a claim is made from start to end. I will always highly recommend Success Brokers to all my family and friends. Thanks for the great service
    Charese D'Alessandro
  • We have been insured with Success for many years and its pleasing to see how this company has grown and yet are still able to provide personal service and competitive premiums. Thank you for always having my interest at heart. Mike Kramer
    Ontime Property
  • I have been a client of Success Brokers for many years, specifically dealing with Marina Mariotti, her professionalism, attention to detail & observance is above client expectation and service delivery. Always willing to help with any query, and always ready to take on any challenge. Her kindness always adds a personal touch. I am a very happy client, and will continue to be a part of the Success Brokers Family. A huge thank you for always being there for me.
    Jo-Ann Gama
  • This is to appreciate the great service that Success Brokers is offering our company. Keep up the good work!
    Lindi
  • Dear Enos

    It is with great pleasure that I am able to comment and commend the service received by myself from Success Brokers. I have been a loyal customer with Success Brokers for several years and I am pleased to say that the service received is always of a very professional and high standard. Success Brokers have always dealt with my claims and accounts expediently. My claims were always very timeously dealt with and the communication maintained was invaluable.

    I was always treated with the utmost respect and I was always updated on new products and various ways to save costs. My policies were professionally maintained and all correspondence was always received positively. The brokers went out of their way to ensure my comfort, both physically and financially. I wish Success Brokers everything of the best in the future and I will remain a loyal customer for as long as they will have me.
    Dr Vivesh Dehal
  • I have been a client of Success Brokers for at least 20 years now and this was my first experience of needing their assistance after being involved in a car accident. I have always received exceptional and professional service from Michelle (my previous broker) and now from my current broker, Marina. Very helpful team. Constantly kept in contact with me. Once I completed the claim forms, I received a call to collect a loan car which is an absolute blessing. Thank you Michelle, Marina and the team.
    Sasha Alexander
  • It is rare in business these days to deal with a firm of such dedicated and committed individuals. Success Brokers comprises a team of experts in their field whose product knowledge and service delivery is unsurpassed.
    Mrs. Deborah McMahon
  • You guys are an amazing company to work with and I thank you for all your efforts.
    Justin Berman
  • Thank you to the team of professionals at Success Brokers who are always available to assist me when needed. I value our relationship and thank you for always going the extra mile. Mario Sequeira
    CH Africa
  • Insurance is a grudge purchase however working with Success Brokers has taught me the value of having insurance and protected me when I needed them the most. Thank you Simon for looking after my business and personal insurance and also my life policy.
    Anton Kramer
  • We provided a solution to the Success Brokers team for digital backup solutions and after meeting their team and Simon specifically we decided to move our business to these guys as they are very professional, understand your needs and have a burning desire to look after your interest. Well done to Simon and his team. Daniel Kritzas
    Digital Cabinet
  • Simon Geffroy and Priscilla Nyathi and the team from Success Brokers have handled my accounts since 2003 have consistently delivered a brilliant service, quick turnaround in claims and it constantly amazes me how they are always willing to assist no matter what. Thank you for being the best brokers. Vincent Teixeira
    Cartridge Retail
  • Success Brokers have been my brokers for many years based on their caring attitude and their willingness to always go the extra mile. Thank you to the claims team who recently handle my claim in a professional and speedy manner and sort us out. You always make a plan!! Uri Krost
    Krost Shelving
  • Dear Simon.

    As a long standing client of yours, allow me to convey my sincere thanks and appreciation for the consistent, efficient and courteous level of service that we as the Cartridge Hyper group have received from Success Brokers.

    I have had the pleasure of dealing with yourself, Priscilla and the whole team since 2003, and am always treated in a professional, yet personal manner. As a group, it is important to us to have partners that share our values.

    May we continue this long standing partnership, and may your business continue to grow from strength to strength.

    Vincent Teixeira
    Cartridge Hyper
  • One of the most important drivers for the effective management of any company’s insurance portfolio is the relationship you establish with your broker. If you are aligned with suppliers and can synergise as partners, both businesses will experience higher success rates, decreased risks and enhanced collaboration. Very few customer-supplier relationships qualify as partnerships. Success Brokers (Pty) Ltd.’s engaging and professional environment has paved way for a truly gifted mutually beneficial relationship, which has tremendously enhanced Stallion’s foothold within the Security Industry. Success Brokers (Pty) Ltd.’s is a company that works, lives, and breathes exceptional customer value, but most importantly this is a company that can enable a real partnership relationship based on confidence, credibility and mutual benefit.
    Ross Wicks
  • Since we joined you 10 + years ago, we have not had one single bad experience. The service is world class, We will not even consider changing ever! our broker (Enos) is just the best! he has gotten to know our entire family and feels part of our family.
    Joanne and Victor Kreutzfeldt