| Address |
55 Forge Road, SPARTAN, Kempton Park, 1619 |
| Languages |
English
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
We specialise in the design and implimentation of Group Burial Schemes.
We perform the function for employers, brokers, informal sector groups. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Group Schemes
|
| Other Services |
Individual and Group Funeral Insurance. The risk is placed with industry players who operate in this niche market. |
I have worked in this industry since 1978. I worked in the administration area of a large life insurance company, working my way into marketing and later marketing management.
Over the years I received the following awards:
Runner consultant of the year
Anton Der Post award for excellence
Awards for outstanding achievements.
I enjoy cycling, gym, yoga and entertaining.
|
| We comply with the requirements of the BEE charter. |
| Other Companies represented |
We are associated with IEMAS and have access to all industry players.
Regent Life, Charter Life, Safrican, KGA, African Life, Old Mutual Group schemes. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
