MEMBER SINCE | 2009 |
Firm | PS Financial Services |
Suburb | Houghton |
Address |
Isle of Houghton, Boundary Road, Houghton, 2198
See Map |
GPS | -28.0496, 26.17804 |
FSP Licence | 15854 |
Languages | English and Afrikaans (in order of proficiency) |
Tel | 011 484 8411 |
Cel | 082 920 2224 |
Fax | 011 4846370 |
Qualifications | |
B.Com
MBL
CFP
|
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Investments, retirement planning, business insurance and group schemesOTHER COMPANIES REPRESENTED
Santam, M&F, Topexec
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.
Minimum Levels of Premium/Investment accepted | Lump Sum: R100000.00 Recurring monthly: R500.00 |
Remuneration | Commission only |
Legal structure of employer | Close Corporation (cc) |
Number of staff | 2 |
Indemnity insurance | Insurance: yes Value: R3000000.00 |