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| Employer |
Consolidated Financial Planning KZN (Pty) Ltd |
| Address |
Erica, Sanyati Park, 3 Abrey Rd, Kloof |
| Qualifications |
- Post Graduate Diploma in Financial Planning
- Certified Financial Planner (CFP™)
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| 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
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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.
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
21 - 50 |
