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 * HOME
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   * OUR STORY
   * OUR MISSION, VISION & VALUES
   * OUR TEAM
 * WHAT WE OFFER
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   * FINANCIAL PLANNING
   * INSURANCE
     * PERSONAL INSURANCE
       * BUILDINGS INSURANCE
       * HOUSEHOLD CONTENTS
       * ALL RISKS
       * PERSONAL LEGAL LIABILITY
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       * WATERCRAFT INSURANCE
       * CYCLE INSURANCE
       * JEWELLERY INSURANCE
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       * SMART HOME APPLIANCE COVER
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       * PUBLIC LIABILITY
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       * PLEASURE CRAFT
     * SPECIALIST INSURANCE
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       * ENVIRONMENTAL IMPAIRMENT
       * PROFESSIONAL INDEMNITY
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       * JEWELLERY INSURANCE
     * TRAVEL INSURANCE
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01

Specialist Financial Solutions to suit your needs


SPECIALIST FINANCIAL SOLUTIONS TO SUIT YOUR NEEDS

We value people first, processes second, and build our business around lasting
relationships, mutual confidence and trust. Operating for over 25 years, we at
Halcyon desire to meet the financial planning needs of our clients with
unprecedented excellence.


02

More than 2000 businesses trust the Halcyon team


MORE THAN 2000 BUSINESSES TRUST IN US.

Operations are kept on the cutting edge, through the efficient networking of
individually managed cost centres, each with its own base of specialised
expertise. The interaction and cross-reference that occurs between these units
has leveraged internal economies of scale and the distinct client value-add of a
complete financial services offering under the same umbrella. This allows for
the effective management and monitoring of the client’s full spectrum of
financial affairs.


03

At Halcyon, we understand your needs


WE UNDERSTAND YOUR NEEDS

The Halcyon Group is dedicated to providing you with the best options. At
Halcyon we understand that the heart’s desires are more powerful for achieving
significant things in life than the head. But the astuteness of the mind is the
key to developing long term success. We value both these elements: the bravery,
truth and integrity of the heart, and the clarity, vision and strategy of the
mind.


WHAT WE OFFER

TAILOR-MADE SOLUTIONS TO SUIT YOUR NEEDS


OUR SERVICES

TAILOR-MADE SOLUTIONS TO SUIT YOUR NEEDS


WEALTH MANAGEMENT

Wealth Creation
Drawing on our expertise and experience, we craft a personalised investment
strategy that integrates various financial solutions and services to meet the
unique needs of our clients.
Wealth Protection
Wealth protection is essential for ensuring financial stability, protecting
finances and achieving long-term financial goals.


FINANCIAL PLANNING

Financial planning is an essential component of achieving financial stability
and realising long-term goals. Connect with our experienced financial advisors
who can guide you through your financial journey


INSURANCE

Short-term insurance is essential for effective long-term financial planning, as
it plays a crucial role in managing and mitigating risks in both personal and
business matters. This includes personal insurance, commercial insurance,
specialist insurance and travel insurance.


FUNERAL

We offer peace of mind with our comprehensive funeral plans and services
tailored for both individuals and groups. Contact us today to learn more about
how we can support you during these challenging times.


HEALTHCARE

Halcyon offers a broad spectrum of medical aid and gap-cover solutions.




PERSONAL INSURANCE

Cover all your personal belongs from your building to house hold contents


BUSINESS INSURANCE

Business Insurance is all about partnership and at Halcyon we consider our
business clients to be our partners in business.


SPECIALIST INSURANCE

We pride ourselves on our ability to tailor a product based on the individual
needs of our client


CONTRACTOR’S ALL RISK

If you are a contractor, you would want all-risk cover to protect you whilst you
on-site.


CYBER INSURANCE

An Emerging risk whereby no business can afford to go without taking up Cyber
cover for their protection as well as for business continuity.


MARINE & GOODS IN TRANSIT

Insurance for goods in transit is cover for goods transported via sea, air, road
and rail.


TRAVEL INSURANCE

Don’t leave home without it. Going abroad can be very expensive if things go
wrong and you don’t have travel insurance.


KIDNAP & RANSOM COVER

Kidnap and Ransom Cover offers a comprehensive solution to provide you with
peace of mind.


VALUE-ADDED PRODUCTS

We can assist with value-added products, which are complimentary to a product
offering – providing support with supplementary cover in certain areas.


WEALTH MANAGEMENT

Look after your Future. Financial Planning, Wealth Management, Employee Benefits
and Investments are just some of what our Invest division has to offer.


FUNERAL COVER & SERVICES

Halcyon Direct Sales provide an extensive range of funeral cover and services to
SME businesses, employer groups and individuals.


MEDICAL AID

Looking after your Health. Medical Aid, Hospital Cover, Group Scheme Policies


GAP COVER

Gap cover closes the gap, providing you with peace of mind and protects you from
the potential burden of debt due to medical aid shortfalls.


LIFE INSURANCE

Life Insurance provides financial protection for your family should the
unforeseen happen.


PROPERTY INTELLIGENCE

Our team understand that property is a vital part of a client’s financial
journey and combine both passion and understanding


BESPOKE MOTOR TRADERS

Bespoke motor trader insurance offers customised coverage tailored to the unique
needs and risks of motor traders.


OUR MISSION

The be the financial services company who is identified by clients and
prospective clients alike as the preferred financial solutions provider
nationally. Provide comprehensive, best-practice financial advice, service and
administration to our clients.


OUR VISION

Achieve a partnership with clients that not only adheres to but entrenches the
highest ethical code in the financial services industry. Uphold the
individuality and dignity of each of our clients while imparting financial
intelligence to them.


OUR VALUES

We strive towards unparalleled excellence where ethical conduct forms the
backbone of our operations. We emphasize honesty and integrity in all we do! We
have a people-first approach and value relationships above all.


FINNANCIAL PLANNING PROCESS

Experience tailored and personalised planning solutions. Our mission is to
foster meaningful positive change in your life with steadfast, long-term
support.




WHAT CLIENTS SAY

Thank you so much for your excellent service Lindelwa. You have totally been on
top of this claim from day one.
C. Darlington
As a NGO, we are very aware of how we spend our money. I was absolutely amazed
that our premium, on the same cover, was reduced substantially. We were then
able to review additional risks that we face, and take additional cover out. So
in the end, I am still spending the same amount of money per month, but have so
much more cover!
Melissa KnoxSt. Bernard's Hospice
Good Morning, I would like to commend Tatum on her super efficient and friendly
service over the past week or so. She has been a breath of fresh air from day
one. She has kept me in the loop during the process of my claim. Its wonderful
dealing with someone who actually cares. Tatum is a real asset to your Company.
Lindy Gower KIA MOTORS Sales Executive.
Lindy Gower Sales Executive
A big thanks to Halcyon Insurance for handling our current accident claim so
professionally. Tatum and your team are brilliant Claire Barnes . Well done on
awesome customer service. Dale Moulton
Dale Moulton
Awesome service Claire .. really appreciated! Thanks and take care!
Tracey GroenewaldCash & Carry Supervisor
I would just say how greatful I am for having your team handling my
insurance.You guys have really gone an extra mile in assisting and this is the
reason why I will always send as many people to you so they can experience the
professional service you and your team offers.It really has been great in the
way you treat your clients and once again thanks to you and your team for the
help in my 3rd party claim.
Shane Schwagele - Monti Feeds Logistics Manager
Good Morning Claire I would like to inform you of the excellent service I
received whilst lodging a claim for a theft which occurred at my home. Tatum
Arnold went the extra mile before and during the processing of this claim, I
want to commend her on her excellent work ethic and the professional manner in
which she handled the whole claim. It was a pleasure dealing with this lady.
Gary ElliottSales Manager
Just a quick note to say a BIG THANK YOU for your help and guidance, I feel as
if I have found a home for my Insurance and at this stage Investment
requirements.
Heidi Curtayne
Many thanks for your most kind and prompt attention to my claim.
Harvey CarrLeisure Lodge Bed and Breakfast
Thank you for your incredible service and passion. I can’t thank you enough for
all your help and for going above and beyond. It is much appreciated!
Simone IoannidesEsenbee Design and Print
I would like to thank you for your excellent service with this difficult claim!
It is reassuring to know that even when the claims are tough you ladies do not
back down and go the extra mile to resolve the issues. I would not hesitate to
recommend you OR Halcyon to any of my clients.
Pauline Boswell
On behalf of JMJ Sales I would like to thank you for your wonderful assistance
with our recent fire claim. You really went the extra mile and we appreciate
your effort! We would also like to extend our thanks to Zintle who handled much
of the paperwork going to the insurer. Once again many thanks for assisting JMJ,
we do appreciate it!
JMJ Sales
I just wanted to let you know that Zintle has been an absolute star (10 star
rating), dealing with our lightning claim. She kept in contact constantly and
has gone over and above to try and help me in the process.
Leanne MogridgeMogridge Design
Hi Jess, Wow! What can I say – you have done such an outstanding job on this
one. You do your company proud. Well done!
Bruce Swartz
Thank you so much for your excellent service Lindelwa. You have totally been on
top of this claim from day one.
C. Darlington
As a NGO, we are very aware of how we spend our money. I was absolutely amazed
that our premium, on the same cover, was reduced substantially. We were then
able to review additional risks that we face, and take additional cover out. So
in the end, I am still spending the same amount of money per month, but have so
much more cover!
Melissa KnoxSt. Bernard's Hospice
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WE UNDERSTAND YOUR NEEDS

The Halcyon Group is dedicated to providing you with the best options.


SYNERGY ADDS VALUE

We work together to create a solution that brings you value.


PEOPLE FIRST

We aim to build long lasting relationships with our clients.


INTEGRITY AT ALL TIMES

We believe in providing you with an ethical and professional approach.


TOP INSURERS

We are proud to offer cover from South Africa's Top Insurers.


EXPERIENCED ADVISORS

We are proud of our experienced, respected advisors.


PROPERTY INTELLIGENCE WITH HEART

Unlocking the potential of a property requires a combination of experience,
expertise and vision.
Our team understand that property is a vital part of a client’s financial
journey and combine both passion for property together with the understanding
that property is an important asset.

Services Offered:
~Property Valuation,
~Residential & Commercial Property
~New Developments
~ Investment sales & acquisitions
~Manage and Develop Real estate to ensure maximum returns




SKILLED & HIGHLY EFFICIENT

Whether you are a company, parastatal organisation or, a professional
association we can work with you to provide the most affordable, comprehensive
solution for your group.
We are able to secure superior cover and preferential rates for you and your
employees

Salary Protection | Pension Funds | Funeral Plans | Wills | Life Insurance




BANKING AND FOREIGN EXCHANGE

To our corporate clients who manage large amounts of money, or our individual
clients who need a cash management strategy as a part of their investment plan,
Halcyon Financial Solutions offers a comprehensive corporate banking service.
We also provide a Forex service which allows for the easy transfer of funds to
and from other countries. For exporters we can arrange for foreign funds to be
held in a holding account, which provides a natural hedge against Rand
volatility.




WEALTH + INVESTMENTS

Look after your Future. Financial Planning, Wealth Management, Employee Benefits
and Investments are just some of what our Invest division has to offer.




SHORT TERM EXPERTS

We pride ourselves on our ability to tailor a product based on the individual
needs of our client. Your risk is meticulously examined and optimized. Tailor
made solutions are then devised to isolate you from the consequences of loss,
damage and liability.

Our highly experienced team strive to deliver unquestionable superior customer
service.

Household Contents (at and/or away from home) | Home/Dwelling | Personal
Liability
Motor Vehicles (including Roadside Assistance)
Watercraft | Personal Accident | Travel




MEDICAL AID + GAP COVER

Looking after your Health. Medical Aid, Hospital Cover, Group Scheme Policies




BUSINESS + SPECIALIST INSURANCE

Business Insurance is all about partnership and at Halcyon we consider our
business clients to be our partners in business. We are mandated by our business
clients to look after their short term risk exposure and we take this
responsibility seriously. Short term risk management for companies is a hands-on
affair and that’s why South Africa’s leading insurance companies do not offer
direct insurance to businesses. Our role as a broker is to be close to our
business clients, to understand their specific risk exposure and most
importantly, to stay in touch with the changes in their risk so that they can
take care of their core business.




FUNERAL COVER & SERVICES

Halcyon Direct Sales provide an extensive range of funeral cover and services to
SME businesses, employer groups and individuals. We own and manage a number of
funeral parlours within the Eastern Cape. We consistently deliver efficient and
exceptional service to ensure you the peace of mind that you and your family
will not have to deal with financial worry and stress while grieving.




PROPERTY INTELLIGENCE WITH HEART

Unlocking the potential of a property requires a combination of experience,
expertise and vision.
Our team understand that property is a vital part of a client’s financial
journey and combine both passion for property together with the understanding
that property is an important asset.

Services Offered:
~Property Valuation,
~Residential & Commercial Property
~New Developments
~ Investment sales & acquisitions
~Manage and Develop Real estate to ensure maximum returns




SKILLED & HIGHLY EFFICIENT

Whether you are a company, parastatal organisation or, a professional
association we can work with you to provide the most affordable, comprehensive
solution for your group.
We are able to secure superior cover and preferential rates for you and your
employees

Salary Protection | Pension Funds | Funeral Plans | Wills | Life Insurance




BANKING AND FOREIGN EXCHANGE

To our corporate clients who manage large amounts of money, or our individual
clients who need a cash management strategy as a part of their investment plan,
Halcyon Financial Solutions offers a comprehensive corporate banking service.
We also provide a Forex service which allows for the easy transfer of funds to
and from other countries. For exporters we can arrange for foreign funds to be
held in a holding account, which provides a natural hedge against Rand
volatility.




WEALTH + INVESTMENTS

Look after your Future. Financial Planning, Wealth Management, Employee Benefits
and Investments are just some of what our Invest division has to offer.




SHORT TERM EXPERTS

We pride ourselves on our ability to tailor a product based on the individual
needs of our client. Your risk is meticulously examined and optimized. Tailor
made solutions are then devised to isolate you from the consequences of loss,
damage and liability.

Our highly experienced team strive to deliver unquestionable superior customer
service.

Household Contents (at and/or away from home) | Home/Dwelling | Personal
Liability
Motor Vehicles (including Roadside Assistance)
Watercraft | Personal Accident | Travel




MEDICAL AID + GAP COVER

Looking after your Health. Medical Aid, Hospital Cover, Group Scheme Policies


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We value people first, processes second, and build our business around lasting
relationships, mutual confidence and trust. Operating for over 25 years, we at
Halcyon desire to meet the financial planning needs of our clients with
unprecedented excellence.

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 * 072 096 7850

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