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| Qualifications |
Business Insurance - ILPA
Retirement Planning - ILPA
Gentax - Unisa |
| Financial Advisors Fields of Specialisation |
Holistic approach to - Trusts, Retirement & Estate planning, Business insurance & sales, Investments & Networking |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
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| Other Services |
Trusts - Creation, Opinions, Amendments, Trustee Training, Corporate Governance, Restructuring of assets into Trust(s) |
Was national manager for advanced legal technical training Southern Life designing courses, planning presentations and doing presentations nationally.
Had contract with Eskom Pension Fund to assist members with retirement planning at point of retirement.
Designed and compiled own Retirement and Estate planning software.
Designed and compiled training seminar to educate inter vivos trust trustees regarding relevant statutory issues in order that proper Corporate Governance may take place in order that relevant trust not be classified as a "sham".
Assist "Trust-clients" with holistic financial planning and implimentation thereof.
Interests/hobbies - Fly fishing, 4x4 trips & vacations, model & experimental rocketry |
| Other Companies represented |
DIV. PIC. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |
