TAMBOERSKLOOF FINANCIAL ADVISOR

Ms JENNY HALL
Ms Jenny Hall
MEMBER SINCE 2006
Firm Financial Insight and Guidance cc
Suburb Tamboerskloof
Address 1 Albert Road, Tamboerskloof, 8001
See Map
GPS -33.919289, 18.40682
FSP Licence 22803
Languages English, Afrikaans (in order of proficiency)
Email
Tel 423 5846
Cel 082 446 5713
Fax 424 4307
Qualifications
Fellow of the Chartered Insurance Institute (UK)
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

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.

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

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Glacier, RMB-IS, Aeon as Administrator

EXPERIENCE

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

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R300000.00
Recurring monthly: R500.00
Remuneration Fee OR commission
Legal structure of employer Close Corporation (cc)
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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