Zurk Botha Associates (Pty) Ltd (ZBA) is a family business. The founder, Henning Johannes Oosthuizen, established the business as HJ Oosthuizen and Labuschagne in 1961. The name was changed to ZBA in 1990 after the current Managing Director (Zurk Botha CFP®), took over the reins on 1 May 1989. As an independent financial advisory practice, we focus on comprehensive employee benefits advice and intermediary services, global investment advice, retirement planning, estate planning (including last will and testament) risk assurance (life and disability cover) and related intermediary services.
We hold a FSCA category 2 license, which puts us in place to perform discretionary services on a higher level and provide DFM services. We place a premium on highly skilled staff and collectively we have more than 100 years of experience.
Strategic alliances are in place to provide those services not in our focus area but required by our clients. Such current alliances are with professionals like specialist estate planning attorneys, accountants, etc.
We hold membership of the Financial Planning Institute (FPI) and the Certified Financial Planner (CFP®) professional designation, in high regard. We believe in the continuous knowledge and skills development of all staff and the embracing of technology for the ultimate benefit our clients.