HOUGHTON FINANCIAL ADVISOR

Mr. PIET SCHOLTZ
Featured Financial Advisor
MEMBER SINCE 2009
Firm PS Financial Services
Suburb Houghton
Address Isle of Houghton, Boundary Road, Houghton, 2198
See Map
GPS -26.17804, 28.0496
FSP Licence 15854
Languages English and Afrikaans (in order of proficiency)
Email
Tel 011 484 8411
Cel 082 920 2224
Fax 011 4846370
Qualifications
B.Com
MBL
CFP
SERVICES
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 schemes
COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Santam, M&F, Topexec

EXPERIENCE

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.

ABOUT FIRM

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.

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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