The Insurance & Investment Shop was formed in 1990 by Lincoln Myburgh. We specialise in Household, Business, Vehicle, Life and Medical Insurance. We serve individuals, families and businesses & take pride in professionally managing your Insurance and Investment Portfolios.
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OUR TEAM
Our highly experienced and qualified team we have the knowledge and experience to advise you.
Lincoln joined the agency force of Liberty Life in 1970 and achieved international quality awards, production awards and is a member of LUASA. Lincoln moved to Plettenberg Bay in 1990 and started his own brokerage called The Insurance & Investment Shop, one of very few Insurance Shops in the country where people can actually walk in and shop for life insurance, investments, medical aid, retirement planning or short term insurance. After 48 years he still enjoys each new deal that he negotiates!
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Kerry Joined the Insurance & Investment Shop in February 2014 after returning to South Africa from abroad where she had worked as a teacher as well as an Investment Administrator for various investment houses, abroad and in South Africa. Kerry holds a BA(HED) degree in teaching and also has an Investment Administrative Qualification. Kerry is our Medical Aid and GAP cover specialist.
LINCOLN MYBURGH
Life & investment Specialist
SHANNON BARNARD
Managing Member
Insurance / Investments / Life / Medical Specialist
KERRY WEST
Medical Aid & Gap cover Broker
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Corné joined an Independent Broker in 2003 and also worked for Santam Insurance as a Service Consultant. She joined The Insurance & Investment Shop in March 2012. She attends to all short term and commercial renewals as well as all amendments to existing short term and commercial policies.
Felicity started working at First National Bank in King Williams Town in 1995 as a data-capturer where after she moved to Plettenberg Bay to work as a multi skilled consultant at FNB in 2004. Felicity joined The Insurance & Investment Shop on 01 July 2013 and is the Claims Specialist handler in the Claims Department.
MARGARET VAN HUYSSTEEN
Compliance Officer & Life / Investment Administrator
CORNÉ GREYLING-VENTER
Insurance Administrator
FELICITY CHEMALY
Insurance & Claims Administrator
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CAROL FERNANDEZ
Receptionist and Shannon’s PA
BARBARA FABER
Medical Aid & Gap Administrator
MEGAN NAUDE
Short Term Broker & Administrator
OUR AWARDS

2019
Top 10 Elite Broker Country Wide
2013
Millionaires Guild Award of Excellence

2020
Bronze
Liberty Life
2019
Bronze
Liberty Life
2018
Gold
Business Excellence Award
2017
Bronze
Business Excellence Award
2016
Silver
Business Excellence Award
2015
Gold
Certificate of Achievement
2014
Platinum
Certificate of Achievement
2013
Platinum
Certificate of Achievement
2012
Gold
Certificate of Achievement
2010
Bronze
Certificate of Achievement
2007
Liberty Broker Production Club

2019/2020
Gold
Discovery Prestige Independent Financial Advisor
2019/2020
Gold
Prestige Award – Health
2019/2020
Gold
Prestige Award – Life
2018/2019
Bronze
Discovery Prestige Independent Financial Advisor
2018/2019
Silver
Discovery Prestige Independent Financial Advisor
2018/2019
Silver
Prestige Award – Health
2018/2019
Bronze
Prestige Award – Life

2018
Bronze Award
2017
Bronze Award
2016
Silver Award
2014
Bronze Award
2013
Silver Award
2012
Bronze Award
2010
Bronze Award
2008
Silver Award
2005
Outstanding work Performance
2004
Gold Award
2002
Bronze Award
