| Firm |
Independant Portfolio Management Group |
| Address |
Fincon House, 57 Reitz Street, Somerset West, 7130
& Sea Point |
| Languages |
Afrikaans, English
(in order of proficiency) |
| Qualifications |
B Comm (Stell), CFP (UOVS) |
| Financial Advisors Fields of Specialisation |
Employee benefits/Group Retirement funds, Investments, |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Personal Share Portfolios, Offshore banking and transfers |
Four years as a broker with North City Brokers (Liberty Life). Three years as an independent advisor.
|
At IPMG we pride ourselves in that we are the leaders in fee based financial planning in South Africa. We forge relationships with specialist product and service providers in every possible area of specialisation to ensure accurate and up to date advice to our valued clients.
We use a shared infrustructure with highly qualified administrators to ensure cost effective, efficient and friendly service.
Our motto is that we represent the client and not the product supplier. |
| Other Companies represented |
Oasis |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
