Our services

Insurance & Funeral Cover

Momentum, Liberty, Discovery Life, Santam , King Price, Avbob, Hollard, Brightrock, Sanlam

Investment's

Momentum Wealth, Liberty, Alan Grey, Glacier, PSG, Coronation, Discovery, Sanlam, Old Mutual, Standard bank, Investec, RMB, Stanlib, PSG

Medical Aid

Discover Health, Status Medical Aid, Momentum, Liberty Health,

What else we provide?

Financial Planning

Selecting the correct product for your personal need is essential in securing your future

Estate Planing

Our team is there to insure all documents is in place and that your will be done as you planned

Business Insurance

Shareholders agreement and buy and sell agreements, life insurance on business partners and insurance on the all important stock and equipment

Do you want to...

Contact James for an appointment

Our team

What our clients say

Great personal advice, I enjoy that all the options is put on the table by James to be discuss that the correct product can be decided upon. Paperless is great 

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Christiaan Tredoux
Business Owners and Family Man

Great service, I know my family need is taken care from the beginning to end. Thanks James and Lulu

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James Stevens
Manager

Who we are

Insurance brokerage was founded in May 1990. At the time James Wallace Reid was employed by a large assurance company since 1987.

To maintain impartiality and independence James established relationships with a range of assurance(1), and investment companies(2), offering a wide range of products and services(3), as I believed that independence from any large company and it’s influences was paramount in serving clients needs and best interest.  Therefore no share holding in any insurance or investment house is held.

James left the large assurance Company in December 1997 as it had lost its focus on the client interest.

Brokerage name change to Insurance on the move when James had completed the change to a paper less office 

All financial service providers had to be registered with the Financial Services Board(F.S.B).  James licence was issued 17 June 2004. Licences number 2426. Advisors also needed to be register with Medical Council for Medical Schemes. Licence number 3858

Our commission or fees does not exceed 30% from any company.

Lulu joined insurance on the move from April 2017. Lulu worked for Avbob from 2005 to 2013.Lulu left Avbob to start a family and further her studies in LLB. 

Insurance
65%
Medical Aid
47%
Investment
93%
Strategy Estate Planning
51%

Company documents

About us

James is comarades runner and will soon complete his 30th comrades. Some of the greatest achievements on the endurance are ….

This endurance is taken to financial advisory to stick with client for their best interest