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| Address |
472 Chironia avenue Helderkruin Roodepoort 1724 |
| Languages |
AFRIKAANS,
ENGLISH
(in order of proficiency) |
| Qualifications |
CERTIFIED FINANCIAL PLANNER |
| Financial Advisors Fields of Specialisation |
DONATIONS TO TRUSTS FOR THE BENEFIT OF ESTATE DUTIES AND TAX. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
TRUST DOCUMENTS AND DONATIONS TO TRUSTS eg.INTERVIVOS AND BUSINESS TRUSTS |
ABSA BROKERS 1990-1997 QUALIFIED FOR 7 OVERSEAS CONVENTIONS
INCUDING 6 DIAMOND AND 2 PLATINUM AWARDS AT MOMENTUM.
MOMENTUM AGENT SINCE 1998.QUALIFIED FOR 9 DIAMOND AWARDS
AND 1 PLATINUM AND OVERSEES CONVENTION.
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| VERY DEDICATED TO CLIENTS AND THEIR NEEDS. WILLING TO GO THAT EXTRA MILE. |
| Other Companies represented |
ALTRISK |
| Companies through which more than 30% of income is derived |
MOMENTUM |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
2 |
