| Address |
Isle of Houghton, Boundary Road, Houghton, 2198 |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
Investments, retirement planning, business insurance and group schemes |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
17 Years industry experience and 12 years as independant financial advisor.
Have contracts with a large variety of companies local and overseas which enables me to offer a wide spectrum of products.
Was awarded diamond class broker status with Sanlam for the last 7 years and came third overall in South Africa in 2008 with a 5 carrat diamond award on production and quality awards.
I am a golf fanatic, but sadly no awards in this field. |
| After having worked for Sanlam for 5 years and getting all the necessary training and qualifications such as CFP (Certified Financial Planner), I decided to start my own brokerage PS Financial Services. This enabled me to open contracts with various other companies and thereby offering a more complete service to my clients. |
| Other Companies represented |
Santam, M&F, Topexec |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
