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MEMBER SINCE | 2006 |
Firm | Heritage Financial Consultants Pty Ltd |
Suburb | Sandown, Johannesburg |
Address |
Heritage,
cnr Grayston Drive and Daisy St,
Sandton,
Johannesburg, 2031
See Map |
GPS | -28.064076, 26.100197 |
FSP Licence | 9309 |
Languages | English (in order of proficiency) |
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Tel | 320 4046 |
Cel | 0836750345 |
Fax | 320 4229 |
Website | www.heritagesa.com |
Qualifications | |
CFP |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
All round but specialise on Business assurance, Retirement planning and InvestmentsOTHER COMPANIES REPRESENTED
Acsis - independent investment and asset consultants, FMI - Income protection Solutions, Cadiz - specialised investments, Channel Life, Stanlib, African Life, M Cubed
Started in the industry in 1992. Prior to this I had succesfull sports shops in the Sandton area. Wrote my CFP exams in 2002 and qualified in the same year. Enjoy most sports and actively play golf and frequent my gym club usually daily
Lifetime Planning for retirement and Investments. Specializing in Life, Disability and Dread Disease for the individual. Corporate insurance covering Partnership, Keyman, Contingent Liability and others. Pension, Provident funds and Group Risk benefits with independent investment consulting. All products are fully transparent showing all costs.
Minimum Levels of Premium/Investment accepted | Lump Sum: R500000.00 Recurring monthly: R2000.00 |
Remuneration | Fee and Commission |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 6 - 10 |
Indemnity insurance | Insurance: yes Value: R20000000.00 |