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Who are we

Who are we

B2 Financial Services (registered as BSQD Financial Services) is an independent brokerage with specialist knowledge and experienced in the Medical Aid field, Gap Cover, Short-Term Personal and Commercial Insurance, Live Cover & Investments, Funeral Cover, and Estate Preservation. We work with various financial service providers without any special sales agreements, that puts us in a position to give independent advice and to tailor solutions for our clients to address their particular needs.

WHY USE US ?

Dealing with financial instruments can be a painful and confusing time, especially while suffering from an illness or a traumatic experience. We are there to take the frustration out of making sense of your products and dealing with providers.

We step in to assist and deal with claims handling and any queries and concerns that you might have. Our clients remain our first priority and therefore we pride ourselves in providing a prompt, simple, and easy-to-understand response and resolution without any jargon.

We are open, honest, and transparent in all aspects relating to your financial products. Your interest and needs will always be placed above all else.

Services

Will and Estate

Peace of mind

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Short Term Insurance

This type of insurance covers your vehicles, the contents of your home, and any personal items that are specified.

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Gap cover

Does exactly what it says… covers the gap made by your Medical Aid.

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Medical Aid

Medical aid is expensive! My medical aid doesn’t pay for anything! - We’ve all heard this in conversations with friends, family, and strangers in the supermarket.

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Investments

If you start investing according to a plan at an early age, you will be able to retire at 65, and take those long-deserved world tours!

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Life Cover

In the current economic state, we rely on one or both partners in a household to contribute towards the costs of living and upkeep of the family. If one partner were to pass away, the other would be left with financial strain and inability to sustain their current way of living – Life Cover addresses this need!

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Funeral Cover

Ideal for any person wanting to make provision for the family after their passing.

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Services

STRAP IN. THE ROAD IS ABOUT TO GET BUMPY.

On the 22nd April 2024

A lot is happening in the world right now, and it affects us in a big way. I will not wander down the "BRICS" road, nor will I talk about who supplied who and who is on who's side. I can tell you that now is the time for you as a consumer to start holding onto your hats; the train has left the station, and if you are not strapped in, it will get bumpy

UNMASKING INSURANCE IN THE MONTHS TO COME

On the 25th July 2022

And by a click of a button, we have gone back in time to business activities that we knew very well; we are back to dealing like we did pre-covid, with more relaxed activity and fewer masks. When you look at the economy, it is slowly getting the move we require, and the job market has also picked up. There is still some uncertainty about how the Russia and Ukraine debacle will impact us; however, we see small positive steps after being beaten down to the knees. In today's newsletter, I want to touch on five topics that might assist you and your family restart your financial planning process.

It’s never too late to get back on track. SUCCESS AWAITS.

On the 25th January 2022

George Elliot, a well-known author, once said, “It is never too late to be what you might have been.” This phrase haunted me throughout December 2021 and early January 2022. Over December, I watched many YouTube and Tik Tok videos with my kids, especially the epic fails ones.

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