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| Employer |
Private Wealth Management |
| Financial Advisors Fields of Specialisation |
RETIREMENT PLANNING, INVESTMENTS, RISK |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Offshore Investments
|
| Other Services |
COMPREHENSIVE PLANNING WITH A FULL WRITTEN FINANCIAL ACTION PLAN |
| HAVE A NUMBER OF YEARS EXPERIENCE IN THE FINANCIAL INDUSTRY EG. BANKING ETC. |
| Companies through which more than 30% of income is derived |
Old Mutual |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |