2nd floor, Waterstone Office Park, Waterstone Village, Cnr Main Road and R44, Somerset West, 7130
|Languages||Afrikaans, English (in order of proficiency)|
|Cel||084 669 0820|
|B Comm (Stell), CFP (UFS)|
|Life and Disability|
FOCUSWealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk
Accounting and Tax, Business Solutions, Personal estate planning, Risk management, Trust & Fiduciary Services
Four years as a Financial Advisor with North City Brokers (Liberty Life). Ten years as an independent advisor.
Adviceworx offers us a unique partnership to enable us to unlock very compelling propositions for our clients.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R2000000.00
Recurring monthly: R2500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes