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Mr. COLIN LONG Mr. Colin Long
Firm Consolidated Financial Planning KZN (Pty) Ltd
Suburb Kloof
Address Erica, Sanyati Park, 3 Abrey Rd, Kloof, 3610
FSP License  FSP Licence 12980
Languages English Afrikaans
(in order of proficiency)
Email
Tel 031 764 3250 Fax 031 764 3404
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
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 in KZN . 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. We are a national company with offices in Durban, Cape Town, Port Elizabeth, Johannesburg and Pretoria.

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.
ABOUT FIRM
We are a national company with offices in Durban, Cape Town, Port Elizabeth, Johannesburg and Pretoria.
 
Our sharholders include Consolidated management as well as RSM Betty & Dickson Chartered accountants. RSM is the 9th largest accounting network in the world.
COMPANIES REPRESENTED  Financial Institutions South Africa


BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R1,000,000
Recurring monthly R5,000
Financial Advisor Fees  Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation > 50
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R6,000,000
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