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| Address |
71 Madeline Road
Morningside
Durban |
| Languages |
Englsih
Afrikaans
(in order of proficiency) |
| Qualifications |
B.Comm (Finance & Management) |
| Financial Advisors Fields of Specialisation |
Investments, offshore investments, direct share portfolios |
| Services |
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Offshore Investments
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I am an Investment Manager with Warwick Private Wealth. We deal primarily with retiring/ retired persons investing and structuring pensions but also deal with voluntary non-pension investments.
My previous experience has been through a momentum franchsie as well as for standard banks'' financial consultancy where I assisted clients with a full range of financial planning.
I enjoy the country side having grown up there as well as a good game of golf! |
Established in 2001 Warwick is the largest private national wealth management comapny in South Africa. We cater specifically for the over 50''''s market and have a string relationship with the bowls community of South Africa which has resulted in Warwick being the largest sponsor of bowels in the country.
We have a wealth of experience and knowledge in terms of investing pensions and voluntary monies both local and offshore.
As complementary services we also over an extremely personal and through dedicated wills department as well as a short term product aimed at the over 50''''''''s market. |
| Other Companies represented |
Warwick Private Wealth |
| Companies through which more than 30% of income is derived |
Warwick Private wealth |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |
