SANDOWN, JOHANNESBURG FINANCIAL ADVISOR

ANTHONY COHEN
 Anthony Cohen
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)
Email
Tel 320 4046
Cel 0836750345
Fax 320 4229
Website www.heritagesa.com
Qualifications
CFP
SERVICES
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 Investments
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Acsis - independent investment and asset consultants, FMI - Income protection Solutions, Cadiz - specialised investments, Channel Life, Stanlib, African Life, M Cubed

EXPERIENCE

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.

ABOUT FIRM

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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