| Suburb |
Randpark Ridge, Johannesburg |
| Address |
38 Monkor Rd, Randpark Ridge, Randburg, 2156 |
| Languages |
English
Afrikaans
(in order of proficiency) |
| Qualifications |
- PFM-Unisa (Distinction)
- RFP
- Currently studying CFP
|
| Financial Advisors Fields of Specialisation |
Holistic, pro-active Financial Planning- specialising in helping you achieve your investment goals. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
Negative psychology that isn't based on the fundamentals creates opportunity for long-term investors!
Take advantage of current low interest rates to pay off debt and then put the disposable income to work for you!
|
Have been studying investments since school. Worked for SCMB (Standard Bank) and overseas. Always updating my knowledge on investment trends. My friends and family are highly respected Financial Analysts /traders and my clients are able to benefit from these extra resources. Prospective clients are welcome to contact existing clients for feedback on service levels and performance. I play league tennis and golf.I run half marathons. Recently won a CNBC competition for predicting exchange rate movement.
|
| Other Companies represented |
Prudential,
Equinox
|
| Companies through which more than 30% of income is derived |
Momentum |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
1 |
