3rd Floor, Sanlam Park, 59 Western Ave, Vincent, East London 5217
|FSP Licence||c/o Sanlam|
|Cel||082 461 6163|
|Life and Disability|
FOCUSFinancial Planning Audits, with focus being on interlinking areas of Investment Planning/ Retirement Planning/ Estate Planning.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Sanlam and PPS
Have been in practice since June 1994 with Sanlam Life. My main focus is to conduct a comprehensive Financial Planning Audit or Needs Analysis for each and every client, so as to set the foundation for any plans that need to be carried out, as well as to highlight areas requiring attention.
My practice has a network of highly qualified support individuals who are qualified in the legal field, accounting field, and short-term insurance arena. This affords clients the opportunity to integrate all of the areas within their financial portfolio.
Currently I am a Senior Independent Financial Planner emplyed by Sanlam Life, but I also have contracts in place with PPS, Liberty Life and Old Mutual. I have extensive experience working with people who are professionally qualified, such as Doctors, Accountants, Lawyers, Engineers, IT Professionals, Vetinary Surgeons etc.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: R250.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Listed Company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes
Value: not specified