|Firm||Liberty Group LTD|
87 Frikkie de Beer Street, Menlyn, Pretoria, 0081
|Languages||English (in order of proficiency)|
|National Certificate in Wealth Management (Milpark Business School)|
|Life and Disability|
FOCUSEverything I Do, I Believe in Positively Changing The Course Of My Clients Wellbeing, Financially.
Will and Trusts, Property Insurance against Death and Disability, Medical Gap Cover, Short Term Insurance (Referred to Partner)
OTHER COMPANIES REPRESENTED
Financial Advisor - 2013 - current
Becoming a financial advisor in Nov 2013 has always been a passion of mine and a calling for me. In my personal life I was directly impacted by the loss of the breadwinner for the family, because of the measures put in place for an unforeseen circumstance such as this I was able to receive the education I did which was the fundamental backing I needed as a child. I have been passionately helping families to make the same provisions for their partners and children in the unfortunate event that directly impacts the future of those close.
Everyone’s economic and life situation is unique, I keep that in mind when providing professional financial advice. I believe that a personalsied service is essential when matching my clients with the correct financial plan. I am dedicated to learning about your personal goals and looking after your financial portfolio by building a plan focused on your specific needs. Whether your current goals involve purchasing a new home, financing a child’s education or planning for retirement, I work tirelessly to help you make the best financial decisions with your money.
In conclusion, my mission is to assist my clients in making smart investment and financial decisions through a professional relationship based on uncompromising Integrity, Trust and Personalised Service.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||Listed Company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes