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One advisor, one relationship, every part of your financial life: medical aid, life cover, investments and retirement, planned around your family, not a product list. Based in Durbanville, serving Cape Town, South Africa and international clients.
For 23 years, Persona has been the calming force between our clients and the complexity of finance, simplifying medical aid, cover, investments and retirement into decisions you actually understand.
Every plan is built to be easy to understand, not just easy to sell.
You get a relationship, not a call centre. Our clients become family.
More than insurance: support for the moments that don't fit a policy.
Your goal is our goal, at the pace that's safest for your life.
Already a client, or ready to become one? Get straight through to Tersia and the team, no call centre queue.
Contact us →Medical aid, life cover, investments, retirement, or business insurance: see what each is actually for.
Browse services →Four Cornerstones of the company, most of them with a decade or more alongside Tersia. Here's who you'll actually speak to.
About Persona →Real reviews from real clients.
Tersia has been part of our family since 2012. Her passion for her work, honesty and integrity is what bound us to her and her team. Nothing is ever too much effort and she always makes time for us. I will go to war with this woman!
I want to say thank you to Tersia, going above and beyond to help us in our time of need. She treated us as family and not just a number. I am thankful to have her in my corner knowing she is looking after myself and my family.
Ons het lank gesoek vir iemand om na ons belange, beleggings en aftrede te kyk soos ons dit sien. Tersia is een van die min makelaars wat altyd jou belange eerste stel. Sy raak jou vriendin deur dik en dun.
Tersia is an absolute specialist in what she does. She combines her knowledge of the products she sells with your requirements. She really listens to your needs and finds solutions that fit them. I feel safe knowing Tersia is handling my affairs.
Tersia is very professional, honest and will do her best to ensure that your investments perform as well as possible. She is always willing to assist with any queries and is very thorough, as well as her support team behind her.
They are the best team in the business!!!! I will definitely recommend them to everyone I know. Great service, friendly staff and very knowledgeable in their jobs.
Financial Advisors