MENLYN FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Foord, Prudential, Rezco, Glacier
Companies through which more than 30% of income is derived:
Allan Gray

My focus is long-term investing.
Helping you be and stay a confident investor. A winner.

You are eager to invest because you:

• Want to boost your retirement investment
• Changed or are changing jobs and want to re-invest your provident or pension fund monies
• Received an inheritance
• Sold a business
• Recently divorced or are divorcing and want to invest your settlement monies
• Have cash in a bank account which you want to invest.

People fascinate me. Investor behaviour too.

While investing is a story about numbers, people have a number of stories too.
So it starts with you, your unique story. I’ll respect it. No judgment.

I use an easy, disciplined discovery process to know you better.
You are at the center. It engages and keeps you involved.
You and I shall understand your financial self and financial risk.

I found it enhances communications and matching of advice. I also found it deepens the relationship with clients. And it helps me to help you to make wise investment decisions.

I am flexible towards fees and prefer to co-create fees with my clients.

www.ettiennevorster.co.za

Your confident, down-to-earth investment adviser in Pretoria.
A representative of Accredinet Financial Solutions (Pty) Ltd.
Accredinet is an authorised financial services provider FSP8933.
I’m independent and sole owner of my business since 2001.

• I completed my schooling at Afrikaanse Hoër Seunskool.
• Qualified as metallurgical engineer at the University of Pretoria. B.Eng. (cum laude).
• My work career started at UCOR (Uranium Enrichment Corporation).
• While there, I studied law part time through UNISA. Obtained BProc.
• Practised as an attorney who patented inventions at Hahn and Hahn.
• Started my career as financial adviser and employee at Sanlam.
• Then became an independent financial adviser at Accredinet Financial Solutions.
• Furthered my studies:
  1. Advanced Postgraduate Diploma in Financial Planning at University of Free State:
     • Asset types and Investment Planning
     • Personal Risk Management
  2. RPE (Registered Persons Exams) (Equities) through SAIFM.
  3. Practice development programme presented by Fundhouse
  4. Class of Business - Class 7: Investments: Integrity Academy
  5. Retirement Wealth Preservation and Planning: Integrity Academy
• Keep myself up to date by attending fund managers’ road shows, events and workshops.