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Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

My services: - Financial Planning - Estate Planning - Investment Planning - Retirement Planning - Business Succession Planning

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Liberty

I've worked at the follwing Financial Services Institutions

Liberty Life

Barclays Africa

Standard Bank

SA Reserve Bank

As management of Geonet Consulting we strongly believe that Financial wellness starts with by having a Financial Plan, that is why our skilled advisory team is accredited as well as registered with the Financial Services Board.

They strive to deliver solutions based on the needs of our clients, delivered within the legislative framework of the South African Financial services industry and with the full support and .product range of Liberty and Stanlib.

Structure and support is important and this foundation is created with the assistance of the experienced members of our administrative team, we believe in running a tight ship and audits on a regular basis failed to prove otherwise.

We proud ourselves that as a team we have industry experience of more than a hundred years, backed by a wide range of products that covers the protection and creation of wealth for our individual, business and corporate clients. Be assured whether its service on an Individual or Corporate level, we strive to do our best.

As a Liberty Life Financial Advisor, I help clients to pursue and obtain their financial goals and needs so that they have more Peace of Mind to protect their future and that of their loved ones.

My passion is to show clients how to use Financial Planning Solutions to protect, accumulate, preserve, and distribute their wealth!

Contact me if you:

- want information or advice on how to ensure that you and your family are protected against all odds in life.

- wants to ensure you have enough money to live comfortably at retirement.

- are looking for financial solutions to accumulate and preserve your wealth.

- want to protect and secure your income.

- want personalised strategies to all of your Wealth Planning needs.

Mr. ARNO BURGER

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SERVICES

Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Arno Burger CFP® Post Graduate in Financial Plannig. Specialising in Investment Strategies, Instruments and ideal blending of Investment Portfolio Structures

OTHER SERVICES

Estate Administration;Income tax Practitioners

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

ABSA Investment Management Services (AIMS), Momentum Wealth, Glacier, Galaxy and most other unit trusts/mutual fund managers.

EXPERIENCE

1. Arno BurgerCFP® is the managing member of FIDIUS.

2. He is a postgraduate in financial planning through the University of the Free State and participates in the management of FIDIUS the professional financial planning practice in Gauteng and the Free State since 1990.

3. ARNO BURGER was nominated finalist in the FPI & Personal Finance’s FINANCIAL PLANNER OF THE YEAR competition in 2007.

4. FIDIUS, the Independent, Fee Based, Financial Planning Practice, was nominated finalist in the Celestis & FA News’s BEST PRACTICE OF THE YEAR AWARD in 2007. 

Find comprehensive information at: www.fidius.co.za

 ABOUT FIRM

1. The practice specializes in the fields of wealth creation and wealth preservation.

2. Strategic partnerships with portfolio management teams result in active portfolio management, in line with the specific needs of our clients.

3. We enable our clients to make informed decisions through advice based on experience, sound knowledge and in depth analysis of  all available options.

4. This results in synchronized planning and portfolio management to optimize achievability of objectives of our clients. 

5. We will lead you through the process of financial planning and take all relevant and material information into consideration before we advise you on your wealth creation, wealth preservation and wealth utilization needs.

6. Our well trained and qualified team of financial planners and financial planning administrators are backed up by a state of the art electronic administration system.

FIDIUS – Make your Financial and Investment Decisions, Through Integrity and Unsurpassed Service.

Find comprehensive information at: www.fidius.co.za

BUSINESS PRACTICES

Minimum Levels of Premium/Investment accepted	Lump Sum: R500000.00  Recurring monthly: R1000.00
Remuneration	Fee only
Legal structure of employer	Close Corporation (cc)
Number of staff	6 - 10
Indemnity insurance	Insurance: yes  Value: R5000000.00

LATEST NEWS AND VIEWS

Our opinion on fee vs commission:

FIDIUS is a fee based financial planning practice. We thus distance ourselves from commission driven sales of insurance products without necessarily rendering a service relevant to the remuneration. We focus on client needs, analysis, writen advice, implementation,  monitoring and only charge a fee relevant to a service rendered.

It is our opinion that professionalism and objectivity to the benefit of a client may be lost if the remuneration or fees will only be earned through commissions if a product is sold. Many clients need advice or restructuring of current asstes only which we can provide without having to force sell a product to earn income for services rendered.

Therefore we offer our services on a fee basis to our clients whilst they have the choice of paying us directly or via a fee account. The fee account is credited to the benefit of the client with any commissions that may be transferred to us with the full consent and knowledge of our clients.

Fees are always quoted in advance and our fee structure is discussed and agreed upon during your first complementary consultation.

Find comprehensive information at: www.fidius.co.za

ADRIAN BUTCHER

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SERVICES

Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Financial Advisor specialising in business assurance, retirement planning and investments. Giving advise on all Discovery products

OTHER SERVICES

Trusts, Accounting and tax

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

Started my career as a Financial Advisor at Standard Bank in 2007 before I joined Discovery in 2009.

I am passionate about the Financial services industry and the diffrence I get to make in my client's lifes on a daily basis.

I achieved gold and platinum status as a Discovery Financial Advisor.

ABOUT FIRM

5 Reasons why you should choose Discovery Life:

• the most comprehensive cover in the market
• upfront and ongoing discount for healthy living and driving well
• only life insurer to reward you throughout your policy term even if you claim
• cover that automatically adapts your benefits according to your changing needs
• we have an exemplary claims record

Discovery Life - Intelligent Insurance for life

BUSINESS PRACTICES

Mnr ANTON PHILIP DE WET

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SERVICES

Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

All round financial planning for clients in the Free State and Gauteng

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

MCubed
PIC 
Companies through which more than 30% of income is derived:
Metropolitan

EXPERIENCE

10 years as a Senior Financial Advisor for Sanlam.
2 Years as an Independent Broker.
I like to LIve, Learn, and Leave a Legacy.

BUSINESS PRACTICES

TELANI JANSEN VAN RENSBURG

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SERVICES

Retirement
Investments
Estate Planning
Life and Disability
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Creating a comprehensive financial planning strategy. Doing a complete financial needs analysis. Providing expert advice on investments. Assisting with Will

OTHER SERVICES

Creating a comprehensive Financial Planning Strategy. Doing a complete Financial Needs Analysis.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Stanlib
Companies through which more than 30% of income is derived:
Liberty

EXPERIENCE

ABOUT FIRM

Hereford Pretoria is a unique financial planning team, accredited with the Liberty Group

BUSINESS PRACTICES

LATEST NEWS AND VIEWS

To provide our clients with the financial acumen and means to manage their own financial present in such a way that their financial futures are secure in any event.

BEN-JEANNE VILJOEN

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SERVICES

Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

BEN-JEANNE VILJOEN is authorized to give advice and provide intermediary services on the following products:

• Sanlam Life long-term • Retirement Planning • Investments • Estate Planning • Life and Disability Assurance • Medical schemes • Short term insurance • Business Assurance • Offshore Investments • Group Schemes

OTHER SERVICES

Director of Plexikitchens www.plexikitchens.co.za

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

BUSINESS PRACTICES