|Firm||Accredinet Financial Solutions (Pty) Ltd|
4D House Block 2, The Boardwalk, Lakeside, Haymeadow Crescent, Faerie Glen 0043
|Languages||Afrikaans and English (in order of proficiency)|
|Tel||012 440 4163|
|Cel||082 882 5855|
|Fax||086 670 8190|
Advanced Postgrad. Dipl. Financial Planning
B.Eng. (cum laude)
FOCUSLong-term investing for retirement or a special goal. Helping clients be and stay confident investors.
For existing clients:
OTHER COMPANIES REPRESENTED
Foord, Prudential, Rezco
Companies through which more than 30% of income is derived:
My focus is long-term investing.
Helping clients to be confident long-term investors.
You are eager to invest because you:
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.
I am an investment adviser based in Pretoria.
And 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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R20000.00
Recurring monthly: R1000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes