|Life and Disability|
FOCUSAccountants & Financial Planners
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