SOMERSET WEST FINANCIAL ADVISOR

Mnr. OKKIE SLABBERT
Mnr. Okkie Slabbert
MEMBER SINCE 2007
Firm Adviceworx
Suburb Somerset West
Address 2nd floor, Waterstone Office Park, Waterstone Village, Cnr Main Road and R44, Somerset West, 7130
See Map
GPS -34.071147, 18.846788
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
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Wealth management (accumulation, protection, enjoyment and eventual transfer of wealth). Optimal ownership of assets,tax planning, business structures, risk

OTHER SERVICES

Accounting and Tax, Business Solutions, Personal estate planning, Risk management, Trust & Fiduciary Services

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Adviceworx, Skybound Hedge Funds

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.

BUSINESS PRACTICES
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
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS