BEDFORDVIEW FINANCIAL ADVISOR

MAURITZ JOUBERT
 Mauritz  Joubert
Firm Standard Bank Financial Consultancy (SBFC)
Suburb Bedfordview
Address 43 Bradford Road Eastgate Shopping Centre Bedfordview 2094
See Map
GPS -28.117829, 26.178002
FSP Licence 3825
Languages English; Afrikaans (in order of proficiency)
Email
Tel 0829245767
Cel 082 924 5767
Website www.standardbank.co.za
Qualifications
  1. B.Com Industrial Psychology and Labour Relations
  2. Post-graduate Diploma in Financial planning
  3. Post-graduate Diploma in Estate planning
  4. CERTIFIED FINANCIAL PLANNERĀ®
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Investment Planning including offshore investments, Estate Planning, Life Assurance, Retirement Planning and Business Assurance

OTHER SERVICES

Drafting of a Will.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

STANLIB Investments
Companies through which more than 30% of income is derived:
Liberty and STANLIB

EXPERIENCE

I am a Financial Advisor with more than 6 years of working experience in the field of Financial Planning. I furthered my studies in the financial field by completing Post Graduates in both Financial and Estate Planning. 

 

Ek is 'n Finansiele Adviseur met meer as 6 jaar ervaring in Finansiele Beplanning. Ek het my studies in die finansiele veld voortgesit deur nagraadse studies te voltooi in Finansiele en Boedel beplanning. 

ABOUT FIRM

Standard Bank Financial Consultancy (SBFC) is a trusted South African Financial Services Provider.  

 

Standard Bank Financial Consultancy (SBFC) is 'n vertroude Suid-Afrikaanse Finansiele Dienste Verskaffer. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R1000.00
Remuneration Commission only
Legal structure of employer Listed Company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS

Latest News: July 2021

Standard Bank Group announces firm offer to buy 100% of Liberty Holdings, click on the link below to find out more. 

https://www.standardbank.com/sbg/standard-bank-group/whats-happening/newsroom/standard-bank-group-announces-firm-offer-to-buy-liberty-holdings

Kind Regards

Mauritz Joubert

 

Latest News: December 2020

This year I completed Post Graduates Diplomas in Financial Planning and Estate Planning. Both these qualifications have increased my knowledge and broadened my vision of working in the financial sector. I believe that the completion of these qualifications will allow me to offer an even better service to my clients. Areas of focus included Personal Financial Planning, Corporate Financial Planning, Estate Planning and Personal Financial Risk Management. Contact me if you want to set up a remote or face-to-face meeting to discuss your personal financial planning needs. 

Kind Regards

Mauritz Joubert

 

Latest News: November 2020

The COVID-19 pandemic has taught us many things, one of which is how to connect in new and different ways. Meetings to discuss your personal financial planning needs can be scheduled over Zoom at a time that is convenient for you. I will still be available for face-to-face meetings for those who prefer this route (provided that it is allowed by the current COVID-19 regulations). 

Kind Regards

Mauritz Joubert

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