MEMBER SINCE | 2006 |
Firm | DHA Financial Services |
Suburb | Walmer |
Address |
114 Prospect Road, Walmer, Port Elizabeth 6070
See Map |
GPS | -25.58939, 33.969986 |
FSP Licence | 6825 |
Languages | not specified |
Tel | 581 0578 |
Fax | 581 0579 |
Website | www.dhaonline.co.za |
Qualifications | |
B Comm, CFA(SA), AFP |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Accountants & Financial PlannersOTHER SERVICES
Monthly accounting, annual accounting, payroll, business consulting, tax consulting, entity registrations, secretarial services, administration of deceased estates and wills.
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.
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.
Minimum Levels of Premium/Investment accepted | Lump Sum: R1000000.00 Recurring monthly: R500.00 |
Remuneration | Fee and Commission |
Legal structure of employer | Close Corporation (cc) |
Number of staff | 6 - 10 |
Indemnity insurance | Insurance: yes Value: R1500000.00 |