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SIR GROUP

Providing consolidated financial solutions.
Strategic Investment and Realty Group (SIR Group), a financial services business that tailor makes solutions to clients who have requirements relating to funding, building technologies, short-term insurance, healthcare, fiduciary services and financial planning.
R
BILLION

Banking deals facilitated for our clients over the last 2 years

R
BILLION
Gross value of assets insured
R
MILLION

Total Annual Short Term Insurance Premiums

R
MILLION

Total Annual
Long Term Assurance Premiums

R
MILLION

Investment Assets 

Under Management

CLIENTS

Financial Planning
Clients served

ABOUT US

SIR Group, a South African based holding company, invested in various subsidiaries to provide a consolidated delivery of financial services and products. The group started in 2014 as a strategic alliance between companies focused within the banking and insurance environment. These acquired companies unlock a wide spectrum of value-added products, bringing with them 25 years of focused financial experience and supplier relationships, complementing the overall business proposition to our clients.
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FUNDING

Bespoke funding solutions for commercial clients originated through banks and other registered financial institutions adding value in property, asset and business finance areas.

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BUILDING
TECHNOLOGIES

Preferred procurement, solar solutions, security & technology solutions and best efficiency practices, drive down the costs of property management, development and redevelopment.

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SHORT TERM
INSURANCE

Short-term insurance products sourced from South Africa’s leading underwriters. Our business unit provides tailored solutions by sourcing comprehensive insurance rates and structures.
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FINANCIAL
PLANNING

We strongly believe in the “client for life” philosophy and in addition to the competent team of planners, we have employed Relationship Managers to service and maintain the relationship with our valued clients.
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EMPLOYEE
BENEFITS

Given the complexities of the ever changing landscape around the healthcare and retirement fund environment in South Africa the SIR Group have the capabilities to render advice and assistance to Corporates and Individual clients alike.

COMPANY TIMELINE

Strategic Investment and Realty Group (SIR Group) is a proudly South African based holding company that has invested in various subsidiaries to provide a consolidated delivery of financial services and products. The company started in 2014 as a strategic alliance between various financial-based companies, with the goal of providing a wide range of financial solutions to an existing client base. Through key mergers and acquisitions the  SIR Group has established itself as an investment and realty holding company, capable of unlocking a wide spectrum of value added products within the financial sector to our clients. Some of these business units bring with them over 20 years of focussed financial experience and supplier relationships, complimenting the overall business proposition to our clients.

OUR TEAM

At SIR Group we pride ourselves on tailor made packages for every company or individual’s needs.
Our dedicated team is here to be of service.

Mark Biagi

Group Director

Gareth Alexander

Group Director

Aleks Pesic

Momentum Financial Planner and Franchise Shareholder

Evan Fennell

Momentum Financial Planner and Franchise Shareholder

Alan Norris

Director

Declan Galletis

Deal Analyst

Melissa Graney

Manager

Carey-Leigh Galletis

Group Secretary

Jade Joffe

Admin Support

Micaela Green

Admin Support

Vanessa Johnson-Erasmus

Admin Support

Atish Dhunpath

Deal Facilitator

Anthea Wilkins

Relationship Manager

Barbara Roylance

Relationship Manager

Brad Van Heusden

Momentum Financial Planner

Philip Colepeper

Momentum Financial Planner

Kirti Dowlathram

Momentum Financial Planner

Thertia Blundell

New Business & Internal Compliance

Clint Bowyer

Independent Financial Planner

Shalen Naicker

Deal Facilitator

Gerald Manickum

Independent Financial Planner

Anthony Gerpinis

Momentum Financial Planner

Laurence Upton

Momentum Financial Planner

Clare Smit

Momentum Financial Planner

Ross Smilkstein

Momentum Financial Planner

Sifiso Molotshwa

Momentum Financial Planner

Zach Rabi

Momentum Financial Planner

Kim Van Es

Independent Financial Planner