|Firm||Old Mutual Franchise Div|
24 Desani Crescent,
|Languages||English (in order of proficiency)|
High school and Regulatory exam from Inseta.
Financial Planning Diploma Damelin college
|Life and Disability|
FOCUSProviding Financial Planning for customers Holistically across most products. Providing info and preparing for the inevitable, Death, Disability, & Trauma Ben.
Love to assist Clients in any Financial Matter Pertaining to their Financial Wellbeing. Help in drafting a Will, in most cases free (t/c) Business Assurance, Employee Benefits, regarding Retirement, death & disability.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
22 years experience in the Financial Industry as a Financial Planner.
Prior to joining Old Mutual, was employed in HR department, interacting with staff in employment and salary and monetry discussions on financial wellbeing. this period developed a passion to work with people, thus I joined the Financial Industry. Today meeting with ordinary and professional people to solve money matters is rewarding in itself to know some day the client will be happy.
In the past years won awards after joining the elite 51 Club of Old Mutual.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: R350.00
|Legal structure of employer||Listed Company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: no|
Old Mutuals Special Offering on Retirement Annuity
The Optimal Retirement Plan, which has a Booster, ie Bonus added to your Retirement Plan. Optimal Booster will be increased by 1% So that customers can enjoy a 3.5% injection into their fund value.
NB: this offer is for a limited period only