| Firm |
Consolidated Financial Planning KZN (Pty) Ltd |
| Address |
Erica, Sanyati Park, 3 Abrey Rd, Kloof, 3610 |
| Languages |
English
Afrikaans (in order of proficiency) |
| Qualifications |
- Post Graduate Diploma in Financial Planning
- Certified Financial Planner (CFP™)
|
| 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
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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 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.
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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. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |