|Standard Bank Financial Consultancy (SBFC)
43 Bradford Road,
Eastgate Shopping Centre,
|English; Afrikaans (in order of proficiency)
|082 924 5767
|B.Com Industrial Psychology and Labour Relations Post-graduate Diploma in Financial planning Post-graduate Diploma in Estate planning Certified Financial Planner®
|Life and Disability
FOCUSInvestment Planning including offshore investments, Estate Planning, Life Assurance, Retirement Planning and Business Assurance
Drafting of a Will.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Liberty and STANLIB
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.
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.
|Minimum Levels of Premium/Investment accepted
|Lump Sum: R50000.00
Recurring monthly: R1000.00
|Legal structure of employer
|Number of staff
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.
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.
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).