Associated Companies

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As a professional services firm, we take care to associate only with companies whose visions and work ethics align with ours.

Corporate Guarantee Limited is an insurance company with an unique approach to short-term insurance. We offer innovative risk management products as an alternative to conventional insurance products. Because we understand that the financial needs and risk profiles of each of our clients are different, we focus on structuring unique solutions.

We have a philosophy of building strong and lasting relationships. That is why we view our customers and stakeholders as valuable partners in creating alternative solutions.

Etana is a truly South African company – diversified, innovative, optimistic and down to earth. The company is built on a set of simple philosophies that guide behaviour, influence relationships and commit the team to doing what needs to be done.

Our expertise covers a wide range of insurance classes aimed specifically at business. This specialist knowledge provides a solid base from which to serve companies of all sizes – from multi-billion rand conglomerates to the family shop on the corner.

In a nutshell, we know business insurance like no one else!

The Financial Services Board is a unique independent institution established by statute to oversee the South African Non-Banking Financial Services Industry in the public interest. 

The FSB is committed to promote and maintain a sound financial investment environment in South Africa.


INTERNATIONAL

 

Since LUMENROCK's inception it has been a member of GMN International, an association of carefully selected professional accounting firms established and respected in their own countries. Each firm is a separate and independent legal entity. The GMN firms are situated all over the world and is represented on all the continents of the world.

The mission of GMN is to be a leading association of quality accounting firms worldwide. The relationships between member firms of GMN, forged by regular personal contact, positions them to access international information and support rapidly and at a high level. GMN even has a "48 hours rule": when a GMN member company contacts a member firm for an advice, this member guarantees to respond within 48 hours. And, of course, the clients get the benefits of this!

Two of the original firms, before the consolidation of firms that set up LUMENROCK, were members of GMN International, the first since 2003. Our one director, Ignus Kempen currently serves on the 3-man Management Committee of GMN International and he is also the immediate past chairman and a member of the Management Committee of GMN Africa. Our other director, Pieter Esterhuizen, currently serves on the Marketing and Business Development Group of GMN International and also serves on the Management Committee of GMN Africa.

We wanted an international association to help us in serving our clients in a globalizing world. GMN and LUMENROCK have a lot in common: flexibility, rapid solutions and personal contact are points of recognition. Or, as the motto of GMN says: "Know-how is knowing who"!

Disclaimer

GMN International is an association of independent accounting and business advisory firms. Each firm is a separate and independent legal entity and as such has no liability for the acts or omissions of any other member firm. GMN International is an association and does not fall within the definition of "network" under the International Federation of Accountants (IFAC) Code of Ethics, Section 290 and the European Union Statutory Audit (revised 8th Company Law) Directive. As such, GMN International provides no services to clients and has no liability for the acts or omissions of any member firm.""

Since Investec was founded in South Africa in 1974, we’ve expanded through substantial organic growth and strategic acquisitions in South Africa, the United Kingdom and elsewhere.

Our strategic goal is to develop an efficient and integrated business on an international scale, by actively pursuing certain core competencies in our six business areas.

Investec became the first South African group to list in London and Johannesburg in July 2002, by implementing a Dual Listed Companies (DLC) structure. The London listing has increased our global profile, enhancing our ability to raise capital and improving access to international capital markets.

On 10 June 2004 Old Mutual (OM) announced the creation of Masthead Distribution Services.

Masthead was an initiative aimed to ensure that independent brokers would have all the security and assistance they needed to run a successful and sustainable financial practice, while remaining independent.

There had been speculation that the introduction of the Financial Advisory and Intermediary Services (FAIS) Act and the Financial Intelligence Centre Act (FICA) would mean the death of the small broker.

The new company was launched to provide support & assistance to independent brokers facing these significant changes.

Masthead offers these brokers a free service to handle licence applications, inspect their practices, be their compliance officer, submit annual audits and assist client complaints through an ombudsman.

Momentum is a leading provider of insurance and asset management services to the South African market.

Our values, operational structure and background are rooted in the company’s highly distinct philosophy “making a success of life”.

The South African Institute of Chartered Accountants (SAICA) is the foremost accountancy body in South Africa and one of the leading Institutes in the world.

It plays an influential role in a highly dynamic business sector.

SAICA offers a wide range of support services to its members, so that they, too, can play a key role in the developments in our economy.

Sanlam is a leading financial services group, originally established as a life insurance company in 1918.

We provide financial solutions to individual and institutional clients.

These solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, home and personal loans, savings and linked products, investment, asset management, property asset management, stockbroking, risk management and capital market activities.

Since our establishment we have grown into a diversified one-stop financial services group, offering our clients a journey for life for their financial needs.

At Santam, we believe in a simple principle.

We believe that insurance is something that should add value, not questions or uncertainty. It should provide peace of mind, not parameters or excuses, and that has been our philosophy since we first opened our doors in 1918. 

We consider our broker relationships to be one of our core strengths, and we continue to promote it as a channel of choice to our clients. We do, however, provide clients with multiple points of access, so that you can deal with us in the way that you feel most comfortable. 

At Santam, we believe in doing insurance good and proper, and we've been doing it that way for nearly 100 years. With a market share exceeding 22%, Santam focuses on corporate, commercial and personal markets.

The South African Revenue Service was established by legislation to collect revenue and ensure compliance with tax law. Its vision is to be an innovative revenue and customs agency that enhances economic growth and social development, and supports South Africa's integration into the global economy in a way that benefits all citizens.

In accordance with the South African Revenue Service Act 34 of 1997, the service is an administratively autonomous organ of the state: it is outside the public service, but within the public administration.

So, although South Africa's tax regime is set by the National Treasury, it is managed by SARS.

SARS aims to provide an enhanced, transparent and client-orientated service to ensure optimum and equitable collection of revenue.

The Society of Trust and Estate Practitioners (STEP) is the leading worldwide professional body for practitioners in the fields of trusts, estates and related issues. STEP members help families plan their long term financial future, facilitating good stewardship and financial planning across future generations. STEP members also help families comply with the often complex tax rules surrounding trusts, estates and inheritance.

STEP is a unique professional body providing members with a local, national and international learning and business network. STEP provides education, training, representation and networking for its members.

Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates. Members advise clients on the broad business of the management of personal finance.

 

Trusted Business Partners

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Willie Esterhuizen
Relationship Executive: Commercial / Absa Retail a
Absa Bank has been associated with LUMENROCK (and previously KSE & Associates) for many years. We are very proud and privileged to be the bankers of a professional group like LUMENROCK – that really adds value to all their customers’ financial affairs. Pieter Esterhuizen has always demonstrated the highest levels of integrity and it is a real pleasure dealing with each and every one at LUM...
Bertu Nel
Louis Oosthuizen Junior Golf Academy
On behalf of the Louis Oosthuizen Junior Golf Academy, we wish to thank LUMENROCK for the outstanding advice and services rendered to the Academy. We value the honesty, professionalism and very high ethical standards of the company, directors and staff. It is a pleasure and honour to be associated and do business with LUMENROCK.
Gerrit and Agnes Kirsten
Gerrit and Agnes Kirsten
We would like to thank Jaco van Niekerk for his financial advice and assistance in setting up our retirement options, and are looking forward to a longstanding business relationship with him and LUMENROCK Financial Consultants. We appreciate his honesty and sincerity and the professional way in which everything was done. - See more at: http://lumenrock.co.za/about/client-feedback#sthash.g9udwoyq.d...

 

 


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Tel : +27(0) 86 187 3255
Fax: +27(0) 86 509 4151
Email: info@lumenrock.co.za