|Firm||Heritage Financial Consultants|
Block 3 Fountain Grove,
Cnr William Nicol and 2nd Street,
|Languages||English (in order of proficiency)|
Certified Financial Planner CFP
|Life and Disability|
FOCUSLifestyle Financial Planning focusing on post/pre-retirement, Business Assurance, Individual Risk & Estate Planning. Specialist Employee Benefits Division
I have been in the Financial Service industry since 1992 and hold a Post Graduate in Financial Planning (CFP). I have been interviewed on live television through CNBC Africa as well as 702 giving professional advice on personal insurance and investments.
My hobbies include Cycling,Golf,Squash and Gym and I am a avid sports fan for all sports.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: no|
The Heritage Financial Consultants website www.heritagefc.co.za allows you to see the full scope of the services we offer through our advisors.