3 Jumper Street, South Crest, Johannesburg, 2058
|Languages||English (in order of proficiency)|
|I have a BA Law degree and have done RFP3|
|Life and Disability|
FOCUSFinancial Planning, wealth creation and estate planning
I have two tax consultants that I refer my clients to.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
I have been in the financial services industry for over 18 years. I have been quite successful in my career and have been a top 50 achiever for some time. I see financial planning as a tool that should be accessible to everyone. My passion is to assist clients in their financial planning by recommending financial solutions that could help them become financially independent. I believe as a financial planner, one should be knowledgeable and competent in their profession in order to assist the client with honesty.
I am consistently growing my business and want to assist anyone who is serious about their future to be financially secure and independent.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||unknown|
|Number of staff||1|
|Indemnity insurance||Insurance: yes
Value: not specified