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|
| Address |
1 Valerie Crescent, cnr. Louis Botha Avenue, Bagleyston |
| Languages |
English
Afrikaans
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
Employee Benefits Investments Financial Needs Analysis EstatePlanning AssetProtection MedicalAid Trusts Foundations Offshore structuring. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Fee Based Financial Planning
Offshore structuring for Individuals and Corporations |
I have had a vast and varied experience in business. I joined the financial industry in 1991 and, having worked as a traditional independent broker, I saw the inherent problems and realised why I had been the victim of such poor unsound advice and, in retrospect, unjustifiable advice.
I changed my business model to one of "fees only" allowing me to commit totally to my clients needs as well as providing them with a substantial reduction in my clients' cost for product.
I am a memeber of the FPI EB ISG Committee currently working on the changes to the employee benefitd regulations. |
| Other Companies represented |
RMB Acsis OCRA Altrisk FMI. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |
