In 1984, Kobus Swart, after parting with his partners at Fintrust, established SCHONBERGTRUST FINANCIAL BROKERS (PTY) LTD. Kobus had a clear vision to deliver comprehensive quality personal financial services to his client base and created the necessary infrastructure to achieve this. This was done at a time when almost everyone in this industry still operated on their own or as a representative of a big institution.
Over time the business expanded as an independent brokerage and investment solution house, every employee handpicked by Kobus. After 28 years with SchonbergTrust, 23 years of which Patty von Molendorff supported him as personal assistant, Kobus decided it was time to say farewell to the insurance industry. An illustrious industry career spanning 40 years!
The company provides boutique investment and risk analysis services. This is still done by following a disciplined process of gathering relevant information and presenting clients with a comprehensive report. Although big investments have been made to upgrade software and systems, in essence we stay true to Kobus’ work ethic and service philosophy, an approach which has served the business well over the years, through various business cycles.