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| Employer |
Financial Insight and Guidance cc |
| Address |
1 Albert Road, Tamboerskloof 8001 |
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
Fellow of the Chartered Insurance Institute (UK) |
| Financial Advisors Fields of Specialisation |
I specialise in Privately Administered Retirement Funds that use the Separation of Services Model to ensure efficiency of cost and service. All Service Providers are strictly compliant with FAIS and FSB Regulations. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
My business is the sponsor to an Umbrella Provident Fund and I serve on the Board of Trustees. Our seperation of Services model ensures we can offer a combination of best cost risk products and high perfomance investments to members. This ensures that the member has maximum funds available for investments whilst still enjoying the benefits of Risk cover.
This is a perect solution for Small Medium Enterprises |
My career started at Commercial Union in the sales environment. Worked as a broker consultant, Broker Manager and Regional Sales Manager. After 18 years I left and set up the Financial Services Company of Grant Thornton in Cape Town, where I was the Managing Director. In March 2006 I left and set up Financial Insight and Guidance, as an independent.
Awards:
Broker Consultant of the year 3 times
Broker Manager of the year: 2 times
Regional Manager of the year 1 time
LUASA Gold Awardee
Million Dollar Round Table, multiple awardee: Court of the Table and Top of the Table
Charity of Choice: Breast cancer: Annual Fundraising lunches
Serve on several Industry bodies |
| Other Companies represented |
Glacier, RMB-IS, Aeon as Administrator |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R300,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |
