FINANCIAL PLANNER
Business & Private Banking
INTRODUCTION and VALUE PROPOSITION:
As a Certified Financial Planner® (CFP®) and member of the Financial Planning Institute of Southern Africa (FPI), I am dedicated to helping you achieve your financial goals. I offer personalized guidance and advice to ensure you stay on track, whether you are focused on wealth accumulation, risk management, retirement planning, estate planning, or more.
Here’s how I can assist you:
• Investment Plans: Tailored for capital growth and income, whether for individuals, companies, or family trusts.
• Risk Benefits: Life cover, disability cover, severe illness cover, and income protection to safeguard your personal, business, or asset interests.
• Local & Offshore Investments: Offering options in major currencies like the Euro, US Dollar, Sterling, and Australian Dollar, with accessible and fixed-term solutions.
• Business Assurance: Keyperson, buy-and-sell, contingent liability, and debt cover assurance to protect your business.
• Offshore Banking: Account services through Standard Bank Isle of Man.
• Guaranteed Investment Plans: Secure growth or income with capital protection.
• Employee Benefits: Retirement funds, and risk cover, ensuring peace of mind for business owners and their employees.
• Retirement & Tax Savings options: From retirement annuities to preservation and pension funds, I’ll help you save and plan for your future.
• Options at Retirement: Life annuities, living annuities, and guaranteed living annuities to suit your retirement lifestyle.
• Estate Planning: Draft a Last Will & Testament to secure your legacy and protect your assets.
• Tax-Free Savings & Unit Trusts: Solutions to grow your wealth with local and offshore exposure.
• Portfolio Review: Ensuring your existing portfolios deliver value and align with your goals.
I am accredited and authorized to offer financial advice and services for the following product providers:
o Standard Bank
o Melville Douglas Investments
o Stanlib
o Momentum
o Hollard Life and Hollard Investments
o Liberty Group
o PPS (Professional Provident Society)
o Old Mutual & Old Mutual International
Thank you for your time and consideration.
I look forward to the opportunity to engage with you soon.
FINANCIAL SERVICES
Promotional Risk Specialists
INTRODUCTION
At Halo, we love big ideas as much as you do, but sometimes big can mean risky.
We work with agencies and brands to understand your big promotional ideas and then take the risk out.
PROMOTIONAL MANAGEMENT
We will advise you on how to develop promotions that deliver maximum impact with zero risk.
FIXED FEE SOLUTIONS
Outstanding promotions that deliver results for a one-off upfront fixed fee.
PROGRAMME FULFILLMENT
Best-in-class options guarantee smooth delivery of your promotion.
WHY CHOOSE US?
At Halo, we provide peace of mind at a fair price – GUARANTEED.
We offer promotional risk solutions globally and across multiple sectors. By setting the industry standard, we are now the preferred provider to many agency and brand owners due to our:
- Expertise
- Agility
- Value
- Security
