| Address |
Naisan Centre
67 Sutherland Street
Newcastle |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
Certified Financial Planner® |
| Financial Advisors Fields of Specialisation |
Investment and retirement planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Companies represented |
Altrisk |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
