| Firm | Sanlam Financial Advisor |
| Suburb | Hartbeespoort |
| Address | 19 Malan Street, Schoemansville, Hartbeespoort, 0126 See Map |
| GPS | -25.725676, 27.873209 |
| FSP Licence | FSP 2579 |
| Languages | English, Afrikaans (in order of proficiency) |
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| Tel | 0122530093 |
| Cel | 0798821655 |
| Qualifications | |
| - Professional Accountant (SA)
- National Diploma - Internal Auditing
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Group Schemes |
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FOCUS
Life & disability assurance and tax planning.OTHER SERVICES
Personal Tax Planning.
Corporate Tax planning.
Personal Income Tax.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Sanlam
- 14 years Financial Industry experience.
- 4 years experience as Financial Manager of award winning KFC franchisee group of restaurants.
Luke Swart is a Financial Advisor working for Sanlam. Luke spesialises in life and disability cover including income protection. Luke is also a qualified Professional Accountant (SA) with several years experience in tax and financial management. Luke served as Financial Manager to the award winning Van Eeden Kitskos (Pty) Ltd group which was voted YUM! brand's KFC African franchisee of the year in 2011.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R250.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 2 |
| Indemnity insurance | Insurance: no |
| MEMBER SINCE | 2005 |
| Firm | Round Square Financial Services |
| Suburb | Allensnek |
| Address | 22 Kudu St, Allensnek, Roodepoort, 1737 See Map |
| GPS | -23.82194, 30.162878 |
| FSP Licence | 703 |
| Languages | English Afrikaans (in order of proficiency) |
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| Tel | 0114754503 |
| Cel | 0848369611 |
| Fax | 0867593112 |
| Website | www.osquare.co.za |
| Qualifications | |
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Certificate in Estate Agency |
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Offshore Investment |
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| Group Schemes |
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FOCUS
Ensuring that my clients portfolio is maximized for tax and estate duty purposesOTHER SERVICES
We also offer. Tax, Accounting, HR, Branding and in-house solutions
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Old Mutual
I have been with Telkom for 17 years where I spent my last 7 years consulting to Senior Management on Finance Management. In 2002, I joined Old Mutual as an Financial Advisor. In 2003 I was appointed as Sales Manager. I am accredited through Old Mutual to give specialzed service to my clients. Awards recieved was the Beginners Prize 2002, Area Manager Award 2002, Achievement Award 2003, Special Award 2003 (Chairman's Prize), Qualifiying for Member, Bronze and Silver in Club 51 within 12-18 months. I enjoy playing Golf and Cycling. Currently I am with Round Square Financial Services where we offer so much more. Insurance solutions, HR, Accounting and Tax Solutions.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R20000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R5000000.00 |
ADRIAN BUTCHER
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Firm |
Discovery |
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Suburb |
Gauteng |
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Address |
155 West Street, Sandton, 2031 |
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GPS |
-, |
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FSP Licence |
18147 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0113937919 |
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Cel |
0718709773 |
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Qualifications |
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NQF level 5 |
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This email address is being protected from spambots. You need JavaScript enabled to view it.: View Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
Financial Advisor specialising in business assurance, retirement planning and investments. Giving advise on all Discovery products
OTHER SERVICES
Trusts, Accounting and tax
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
Started my career as a Financial Advisor at Standard Bank in 2007 before I joined Discovery in 2009.
I am passionate about the Financial services industry and the diffrence I get to make in my client's lifes on a daily basis.
I achieved gold and platinum status as a Discovery Financial Advisor.
5 Reasons why you should choose Discovery Life:
· the most comprehensive cover in the market
· upfront and ongoing discount for healthy living and driving well
· only life insurer to reward you throughout your policy term even if you claim
· cover that automatically adapts your benefits according to your changing needs
· we have an exemplary claims record
Discovery Life - Intelligent Insurance for life
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R100000.00 |
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Remuneration |
Fee and Commission |
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Legal structure of employer |
unknown |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |
Mnr ANTON PHILIP DE WET
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MEMBER SINCE |
2004 |
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Firm |
Brokers Incorporated Gauteng |
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Suburb |
Monument Park |
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Address |
14 Piet My Vrou street, Monument Park, Pretoria, 0181 |
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GPS |
-25.798268, 28.227224 |
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FSP Licence |
15313 |
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Languages |
not specified |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
347 9432 |
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Cel |
082 856 9668 |
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Fax |
347 9421 |
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Website |
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Qualifications |
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National Diploma in Marketing |
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This email address is being protected from spambots. You need JavaScript enabled to view it. Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
All round financial planning for clients in the Free State and Gauteng
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
MCubed
PIC
Companies through which more than 30% of income is derived:
Metropolitan
EXPERIENCE
10 years as a Senior Financial Advisor for Sanlam.
2 Years as an Independent Broker.
I like to LIve, Learn, and Leave a Legacy.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R1000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |
TELANI JANSEN VAN RENSBURG
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Firm |
HerefordGroup |
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Suburb |
Monumentpark |
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Address |
Fountain Square, 78 Kalkoen Street, Monumentpark, 0181 |
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GPS |
-25.804962, 28.225550 |
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FSP Licence |
8000100021041 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
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Cel |
0848137312 |
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Website |
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Qualifications |
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SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
Creating a comprehensive financial planning strategy. Doing a complete financial needs analysis. Providing expert advice on investments. Assisting with Will
OTHER SERVICES
Creating a comprehensive Financial Planning Strategy. Doing a complete Financial Needs Analysis.
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
Stanlib
Companies through which more than 30% of income is derived:
Liberty
ABOUT FIRM
Hereford Pretoria is a unique financial planning team, accredited with the Liberty Group
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R0.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
unknown |
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Number of staff |
11 - 20 |
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Indemnity insurance |
Insurance: no |
LATEST NEWS AND VIEWS
To provide our clients with the financial acumen and means to manage their own financial present in such a way that their financial futures are secure in any event.
BEN-JEANNE VILJOEN
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Firm |
Sanlam |
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Suburb |
Pretoria |
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Address |
C/O Alkantrant & Sanlam Street, Lynwood, Pretoria, 0081 |
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GPS |
-25.766158, 28.283386 |
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FSP Licence |
1998/021121/06 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0873648403 |
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Cel |
0825690850 |
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Fax |
0866067830 |
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Qualifications |
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|
BCom MBM |
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This email address is being protected from spambots. You need JavaScript enabled to view it. See Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
BEN-JEANNE VILJOEN is authorized to give advice and provide intermediary services on the following products:
• Sanlam Life long-term • Retirement Planning • Investments • Estate Planning • Life and Disability Assurance • Medical schemes • Short term insurance • Business Assurance • Offshore Investments • Group Schemes
OTHER SERVICES
Director of Plexikitchens www.plexikitchens.co.za
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
BUSINESS PRACTICES
|
Minimum Levels of Premium/Investment accepted |
Lump Sum: R50000.00 |
|
Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
1 |
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Indemnity insurance |
Insurance: no |
Mrs. CHERYL SALZWEDEL
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MEMBER SINCE |
2010 |
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Firm |
Unicorn Insurance Brokers |
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Suburb |
Moreleta Park |
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Address |
749 Rubenstein Drive Moreleta Park |
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GPS |
-25.84182, 28.18988 |
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FSP Licence |
38167 |
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Languages |
English, Afrikaans (in order of proficiency) |
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Tel |
087 35 34 485 |
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Cel |
0823711212 |
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Fax |
0865552278 |
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Website |
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Qualifications |
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FAIS Accedited |
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Contact Me: Map:
SERVICES
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Short-term insurance |
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FOCUS
Commercial and domestic insurance with a personal touch.
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
Etana, Execuline, Chartis, HIU, CIA, Riskguard, Gem and Jewel, Consort, Paladin, Kiln SA
EXPERIENCE
19 Years in the Short-Term Insurance Industry.
We are service orientated and pride ourselves on providing our domestic and commercial clients with exceptional personal service. Because of our personal work ethic, we do not believe in call centres or any kind of outsourced departments.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted |
Lump Sum: not specified |
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Remuneration |
Fee and Commission |
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Legal structure of employer |
Close Corporation (cc) |
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Number of staff |
3 - 5 |
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Indemnity insurance |
Insurance: yes |