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| Address |
Building 3 Clearwater Office Park
Cnr Millenium and Christian de Wet Rd
Strubensvalley
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| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
CFP Professional(R) Certified Financial Planning Law (UFS) Bcom Management (Unisa) RE 5 regulatory exam
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| Financial Advisors Fields of Specialisation |
Insurance and Estate Planning. Advanced investements and Portfolio managment. Tax efficiency and general wealth management. Pension funds and group life. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Financial Plans and analysis, Wills, Trusts, Marital Contracts, deceased Estates administration. |
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I am a CFP(R) professional advisor with 6 years experience, at an Independent Brokerage and a member of the FPI. My clients can be assured that they are dealing with someone who comes highly qualified and specialized in various areas of financial planning. My primary focus is to obtain a good understanding my clients needs and then apply the most correct and relevant methods to assist my clients in achieving their goals. The financial planning software I use is the latest available in the industry and follows a FAIS complaint process to ensure you are always treated fairly and get the best advice.
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1.618 Financial services is an Independent Brokerage with a team of experts working together to create the perfect financial solution for our clients. |
| Other Companies represented |
Altrisk |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
