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.
