Three Decades of Dedication
Bay Union was started in 1990 by Dave Pearse and Nando Menin as a small composite insurance and investment brokerage based in the centre of Durban. At the time there were no cell phones or tablets, Nelson Mandela had just been released from prison after 27 years of incarceration, the Personal Computer was only 10 years old and Tim Berners-Lee published his proposal for the World Wide Web and the first web page appeared.
More than three decades later, the world has changed a lot and so has Bay Union, but the founders are still very much involved in the business – which has now grown into a multi-disciplined, independent financial services group. The breadth and depth of our expertise gives us a unique advantage. Our insightful strategies and professional approach offer optimal value to your business, employees and assets.
Tailored solutions that work.
Bay Union has developed into a business that provides a multitude of financial services to a wide range of clients, across many industries and professions.
These broadly include:
– Insurance solutions
– Risk management
– Retirement fund consulting
– Personal financial planning
– Group risk consulting
– Employee benefit consulting
– Healthcare consulting
– Investment planning
Making it our mission
Some things remain the same – Bay Union still values the entrepreneurial spirit – it’s how we started in 1990 and how we’ve grown our businesses on the back of personal relationships. Listening to clients and understanding their needs and challenges and then finding unique and innovative offerings and solutions, reacting to changes in the market and seizing new opportunities is core to what makes us leaders in our field.
The Bay Union Group comprises three distinct business units:
INVESTMENT PLANNING SERVICES
focuses on individuals and families – designing comprehensive wealth creation and protection programs.
Provides short-term solutions and risk management consulting to individuals and businesses.
EMPLOYEE BENEFIT CONSULTANTS
Consults to employers and individuals with regards to the human risks they face.