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DANIE DELPORT |
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Firm |
Geonet Consulting |
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Suburb |
Lyttelton |
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Address |
1038 Clifton Avenue, Lyttelton, 0157 |
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GPS |
-25.850223, 28.205958 |
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FSP Licence |
2409 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
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Cel |
0824185552 |
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Website |
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Qualifications |
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B.Com (Hons) Business Management |
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This email address is being protected from spambots. You need JavaScript enabled to view it.
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SERVICES |
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
My services: - Financial Planning - Estate Planning - Investment Planning - Retirement Planning - Business Succession Planning
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COMPANIES REPRESENTED |
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Liberty
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EXPERIENCE |
I've worked at the follwing Financial Services Institutions
Liberty Life
Barclays Africa
Standard Bank
SA Reserve Bank
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ABOUT FIRM |
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.
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BUSINESS PRACTICES |
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R150000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
21 - 50 |
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Indemnity insurance |
Insurance: no |
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LATEST NEWS AND VIEWS |
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.
| Firm | Sanlam Financial Advisor |
| Suburb | Hartbeespoort |
| Address | 19 Malan Street, Schoemansville, Hartbeespoort, 0126 See Map |
| GPS | -25.725676, 27.873209 |
| FSP Licence | FSP 2579 |
| Languages | English, Afrikaans (in order of proficiency) |
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| Tel | 0122530093 |
| Cel | 0798821655 |
| Qualifications | |
| - Professional Accountant (SA)
- National Diploma - Internal Auditing
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Group Schemes |
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FOCUS
Life & disability assurance and tax planning.OTHER SERVICES
Personal Tax Planning.
Corporate Tax planning.
Personal Income Tax.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Sanlam
- 14 years Financial Industry experience.
- 4 years experience as Financial Manager of award winning KFC franchisee group of restaurants.
Luke Swart is a Financial Advisor working for Sanlam. Luke spesialises in life and disability cover including income protection. Luke is also a qualified Professional Accountant (SA) with several years experience in tax and financial management. Luke served as Financial Manager to the award winning Van Eeden Kitskos (Pty) Ltd group which was voted YUM! brand's KFC African franchisee of the year in 2011.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R250.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 2 |
| Indemnity insurance | Insurance: no |
Mr. ARNO BURGER
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ARNO BURGER |
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Firm |
FIDIUS |
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Suburb |
Pretoria |
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Address |
Boardwalk Business Park, Block D, Suite 2, Faerie Glen Pretoria |
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GPS |
-25.795901, 28.32314 |
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FSP Licence |
7384 |
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Languages |
English; Afrikaans. (in order of proficiency) |
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Tel |
(012) 991 5201 |
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Fax |
0866 773 342 |
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Website |
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Qualifications |
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1. CFP® - Certified Financial Planner® |
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Mail Me: View Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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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
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
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Minimum Levels of Premium/Investment accepted
Lump Sum: R500000.00
Recurring monthly: R1000.00Remuneration
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
Mr. ANTHONY COHEN
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Firm |
Heritage Financial Consultants |
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Suburb |
Hurlingham |
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Address |
37 Balmoral Avenue, Hurlingham, 2196 |
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GPS |
-26.10264, 28.02891 |
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FSP Licence |
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Languages |
English (in order of proficiency) |
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Tel |
0110214651 |
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Cel |
0836750345 |
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Fax |
0113265024 |
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Website |
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Qualifications |
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Certified Financial Planner CFP |
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Email Me: View Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
Lifestyle Financial Planning focusing on post/pre-retirement, Business Assurance, Individual Risk & Estate Planning. Specialist Employee Benefits Division
COMPANIES REPRESENTED
OTHER COMPANIES REPRESENTED
EXPERIENCE
I have been in the Financial Service industry since 1992 and hold a Post Graduate in Financial Planning (CFP). I have been interviewed on live television through CNBC Africa as well as 702 giving professional advice on personal insurance and investments.
My hobbies include Cycling,Golf,Squash and Gym and I am a avid sports fan for all sports.
BUSINESS PRACTICES
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Minimum Levels of Premium/Investment accepted
Lump Sum: R1000000.00
Recurring monthly: R5000.00Remuneration
Fee OR commission
Legal structure of employer
unknown
Number of staff
6 - 10
Indemnity insurance
Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS
The Heritage Financial Consultants website www.heritagefc.co.za allows you to see the full scope of the services we offer through our advisors.
| Firm | Round Square Financial Services |
| Suburb | Allensnek |
| Address | 22 Kudu St, Allensnek, Roodepoort, 1737 See Map |
| GPS | -23.82194, 30.162878 |
| FSP Licence | 703 |
| Languages | English Afrikaans (in order of proficiency) |
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| Tel | 0114754503 |
| Cel | 0848369611 |
| Fax | 0867593112 |
| Website | www.osquare.co.za |
| Qualifications | |
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Certificate in Estate Agency |
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Medical schemes |
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| Short-term insurance |
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| Business Assurance |
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| Offshore Investment |
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| Group Schemes |
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FOCUS
Ensuring that my clients portfolio is maximized for tax and estate duty purposesOTHER SERVICES
We also offer. Tax, Accounting, HR, Branding and in-house solutions
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Old Mutual
I have been with Telkom for 17 years where I spent my last 7 years consulting to Senior Management on Finance Management. In 2002, I joined Old Mutual as an Financial Advisor. In 2003 I was appointed as Sales Manager. I am accredited through Old Mutual to give specialzed service to my clients. Awards recieved was the Beginners Prize 2002, Area Manager Award 2002, Achievement Award 2003, Special Award 2003 (Chairman's Prize), Qualifiying for Member, Bronze and Silver in Club 51 within 12-18 months. I enjoy playing Golf and Cycling. Currently I am with Round Square Financial Services where we offer so much more. Insurance solutions, HR, Accounting and Tax Solutions.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R20000.00 Recurring monthly: R500.00 |
| Remuneration | Commission only |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | > 50 |
| Indemnity insurance | Insurance: yes Value: R5000000.00 |
| Firm | Investment Facilitators |
| Suburb | Pietermaritzburg |
| Address | Suite 3, Colenbrander House, 28 Hilton Ave, Hilton, Pietermaritzburg, 3245 See Map |
| GPS | -29.563868, 30.299147 |
| FSP Licence | 12971 |
| Languages | English (in order of proficiency) |
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| Tel | 0333435360 |
| Cel | 0727295820 |
| Qualifications | |
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Certified Financial Planner® Independent Investment advice, local and offshore. Retirement Planning. Retirement Income. Wealth Preservation. Education: Postgraduate Diploma in Financial Planning (University of the Free State) (2011) CFP BComm (Economics and Business Management) - Unisa (2001) Matric - Exemption Hilton College (1995) FSB Regulatory Exams (RE)-level 1: passed (2011) for KI (key-individual RE01) & Representative (RE05). |
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Offshore Investment |
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FOCUS
Investment Planning, Retirement Planning, Retirement Income.OTHER COMPANIES REPRESENTED
AIMS, Sygnia, Ashburton, Prudential
Managing wealth for private clients since 2004. Specializing in a range of investment strategies including Investment planning, Retirement Planning and Retirement Income.
Holistic financial planning is provided allowing clients the opportunity to address all aspects of their financial affairs.
Investment Facilitators is a fully independent practice.
We will develop a carefully considered plan that never loses sight of your long-term goals, yet is flexible enough to shift with your changing circumstances.
With a clear understanding of your goals, time horizon and your tolerance for risk, we will action your plan with a portfolio that is designed for both the journey and your destination.
Together we will review your plan and portfolio so that they continue to reflect your needs, track your progress and help you make adjustments as necessary.
We pride ourselves in being able to offer our clients access to institutional fund managers and hence offering lower/reduced fund management fees.
Talk to us about Tax Smart investing.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R500.00 |
| Remuneration | Fee OR commission |
| Legal structure of employer | Close Corporation (cc) |
| Number of staff | 6 - 10 |
| Indemnity insurance | Insurance: yes Value: R10000000.00 |
ADRIAN BUTCHER
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Firm |
Discovery |
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Suburb |
Gauteng |
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Address |
155 West Street, Sandton, 2031 |
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GPS |
-, |
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FSP Licence |
18147 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0113937919 |
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Cel |
0718709773 |
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Qualifications |
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NQF level 5 |
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This email address is being protected from spambots. You need JavaScript enabled to view it.: View Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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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
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R100000.00 |
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Remuneration |
Fee and Commission |
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Legal structure of employer |
unknown |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |
Mnr ANTON PHILIP DE WET
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MEMBER SINCE |
2004 |
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Firm |
Brokers Incorporated Gauteng |
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Suburb |
Monument Park |
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Address |
14 Piet My Vrou street, Monument Park, Pretoria, 0181 |
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GPS |
-25.798268, 28.227224 |
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FSP Licence |
15313 |
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Languages |
not specified |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
347 9432 |
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Cel |
082 856 9668 |
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Fax |
347 9421 |
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Website |
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Qualifications |
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National Diploma in Marketing |
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This email address is being protected from spambots. You need JavaScript enabled to view it. Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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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
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R1000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
6 - 10 |
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Indemnity insurance |
Insurance: yes |
TELANI JANSEN VAN RENSBURG
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Firm |
HerefordGroup |
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Suburb |
Monumentpark |
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Address |
Fountain Square, 78 Kalkoen Street, Monumentpark, 0181 |
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GPS |
-25.804962, 28.225550 |
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FSP Licence |
8000100021041 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
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Cel |
0848137312 |
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Website |
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Qualifications |
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This email address is being protected from spambots. You need JavaScript enabled to view it. See Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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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
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R0.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
unknown |
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Number of staff |
11 - 20 |
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Indemnity insurance |
Insurance: no |
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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Firm |
Sanlam |
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Suburb |
Pretoria |
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Address |
C/O Alkantrant & Sanlam Street, Lynwood, Pretoria, 0081 |
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GPS |
-25.766158, 28.283386 |
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FSP Licence |
1998/021121/06 |
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Languages |
English, Afrikaans (in order of proficiency) |
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This email address is being protected from spambots. You need JavaScript enabled to view it. |
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Tel |
0873648403 |
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Cel |
0825690850 |
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Fax |
0866067830 |
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Qualifications |
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BCom MBM |
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This email address is being protected from spambots. You need JavaScript enabled to view it. See Map:
SERVICES
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Medical schemes |
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Short-term insurance |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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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
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R50000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
1 |
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Indemnity insurance |
Insurance: no |