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| Address |
114 Prospect Road, Walmer, Port Elizabeth |
| Financial Advisors Fields of Specialisation |
Accountants & Financial Planners |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Monthly accounting, annual accounting, payroll, business consulting, tax consulting, entity registrations, secretarial services, administration of deceased estates and wills. |
| 33 years in the Financial Services Industry and have experience in the following areas: Business consulting, planning and structuring; accounting; taxation; life assurance; business assurance; retirement planning; estate planning; financial planning; employee benefits, administration and planning of estates and short term insurance. |
| Other Companies represented |
Altrisk, Auto & General, Barclays, BOE, Bonlife, HSBC, Insight Investments, Invesco, Irish Life, Mcubed, Mutual & Federal, Nedgroup Investments, Odyssey, OMFMG, OM Int, Ovation, Policylink, PSG, RMB, S A Eagle, Sasfin, Stanlib. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
