Medforum Building, Room 201, 2nd Floor, Heunis street, Secunda, 2302
|FSP Licence||Not specified|
|Languages||English & Afrikaans (in order of proficiency)|
Postgraduate in Certified Financial Planning, Financial Planning and Services;
|Life and Disability|
FOCUSWealth Creation, Growth and Preservation
Integrated Wealth Planning, Wealth Creation, Growth and Preservation, Tax Saving Planning, Budgeting
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Over the last 22 years, I have dedicated my career and life to becoming one of the top financial advisors in South Africa. I have spent countless hours perfecting my knowledge, my understanding of my profession, understanding my clients and developing strategies to achieve greatness. I achieved my postgraduate degree and certification in financial planning and services in 2006, and have since maintained; CoDA certification, club 51 and practice of the year (2009 / 2015).
The driving force one would think, was to become great, when the truth is so much simpler. It comes down to VALUES.
I believe in quality, trust, knowledge, loyalty and above all in excellence. My efforts are driven by these key factors, because I believe that when I make a recommendation to my clients they should have rock solid confidence in me. My clients know that I present options that are backed by excellence, experience and proper preparation. It is my mission to provide solutions that meet my client’s needs, desires and long term goals. I help build LEGACIES that last for generations. I help cultivate the right financial; thinking habits, education and support. I am not an adviser, I am an ADVOCATE for your financial success!
|Minimum Levels of Premium/Investment accepted||Lump Sum: R2500000.00
Recurring monthly: R10000.00
|Legal structure of employer||Listed Company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes
Value: not specified