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 COLIN LONG  Colin Long
Employer Consolidated Financial Planning KZN (Pty) Ltd
Suburb Kloof
Address Erica, Sanyati Park, 3 Abrey Rd, Kloof
FSP License  FSP Licence 7901
Languages not specified
Email
Tel 031 267 2145 Cel 083 661 3291 Fax 031 266 2678
Website www.consolidated.co.za
Qualifications
  • Post Graduate Diploma in Financial Planning
  • Certified Financial Planner (CFP™)
SERVICES 
Financial Advisors Fields of Specialisation Nominated by the Financial Planning Institute and the media (Personal Finance) as one of the top financial Planning Practices in SA for the past 4 yrs.
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
LATEST NEWS & VIEWS:
EXPERIENCE
I have been involved in the financial services since February 1996 . In 2002 I was nominated as a finalist in the Financial Planner of the year competition. This is a competition based on the level of advice given to clients and is judged by the financial planning institute and the media (Personal Finance, Bruce Cameron) . As well as being a member of the Financial Planning Institute (FPI), I am also a member of the FPI regional committee . We follow a very unique style of financial planning called Lifestyle Financial Planning. This approach links your investment strategy to your particular lifestyle goals, and not to a risk profile. The key focus is on the return needed to achieve your goals. I have two partners who are also internationally recognised as Certified Financial Planners.

In my leisure time I enjoy a number of activities including cycling, camping, sailing, hiking, the theatre and movies.

Thank you for your enquiry, we at Consolidated Financial Planning look forward to hearing from you.
OTHER LISTED MEMBERS OF THIS FIRM
COMPANIES REPRESENTED  Financial Institutions South Africa
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R500,000
Recurring monthly R1,000
Financial Advisor Fees  Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff in Financial Advisor organisation 21 - 50
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R6,000,000
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