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Mnr. OKKIE SLABBERT Comments I Send to a friend
 
Mnr. Okkie Slabbert
MEMBER SINCE 2007
Firm Adviceworx
Suburb Somerset West | Map
Address 2nd floor, Waterstone Office Park, Waterstone Village, Cnr Main Road and R44, Somerset West, 7130
FSP License  FSP Licence 26618
Languages Afrikaans, English (in order of proficiency)
Email
Tel 0218505840
Cel 084 669 0820
Website www.adviceworx.co.za
Qualifications B Comm (Stell), CFP (UFS)


 
>Services
Financial Advisors Fields of Specialization: Wealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk
 
Services Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes
 

Other Services:

Accounting and Tax, Business Solutions, Personal estate planning, Risk management, Trust & Fiduciary Services
Experience
Four years as a Financial Advisor with North City Brokers (Liberty Life). Ten years as an independent advisor.
About Firm
Adviceworx offers us a unique partnership to enable us to unlock very compelling propositions for our clients.
Companies Represented  Financial Institutions South Africa


Other Companies represented:
Adviceworx, Skybound Hedge Funds
 
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: R2000000.00
Recurring monthly: R2500.00
Financial Advisor Fees   Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation > 50
Professional indemnity Insurance  Indemnity insurance Insurance: yes
Value: R5000000.00
MAP
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