|Firm||Absolut Wealth Management|
|Suburb||Benmore | Map|
|Address||2nd Floor, Benmore Gardens Shopping Centre, Cnr Benmore Rd & Grayston Drive, Benmore, 2010|
|Languages||English or Afrikaans (in order of proficiency)|
|Tel||0860 999 925|
|Fax||011 784 1390|
I hold a B Com (Honours) Degree in Business Economics and Finance from the University of Witwatersrand. I have also completed my Post Graduate Diploma in Financial Planning from the University of the Freestate.
Life and Disability Assurance
Other Services:Wills / Estate Planning / Tax
For the past few years I have been working for Cidel Bank and Trust as a Wealth Manager specializing in Offshore Investments for high net worth individuals.
In February 2013 I joined a Financial Planning practice - Absolut Wealth Management in the capacity as an Independent Financial Advisor. Absolut Wealth Management was founded in the new regulatory environment of the FAIS and FICA Act’s, allowing it to be positioned using best practices and new financial thinking in the industry.
My value proposition to my clients is to empower them to make wise financial decisions and to understand their vision for their lives and help facilitate the materialization of that Vision.
I do this by playing three key roles:
- As a Partner where I need to understand your life journey and your dreams and objectives.
- As a Guide where I will use my financial expertise and in-depth knowledge of my clients to develop and individualize a financial life plan.
- I act as an educator or financial tutor to explain financial products or concepts in plain English.
I personally own the investments and products that I recommend or advise my clients to own.
I am an independent Financial Planner meaning that I am not employed or tied to any specific financial institution. This allows me to create solutions that will best meet my client’s needs. Please visit our Website www.abolutwm.co.za
|Minimum Levels of Premium/Investment accepted||Lump Sum: R
Recurring monthly: R
|Legal structure of employer|
|Number of staff in Financial Advisor organisation||3 - 5|
|Indemnity insurance||Insurance: no|
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