|
|
| Address |
Old Main Rd,
Umhlali,
4390 |
| Languages |
English,
Afrikaans
(in order of proficiency) |
| Qualifications |
REGISTERED FINANCIAL PLANNER |
| Financial Advisors Fields of Specialisation |
Medical Aid & Gap Cover |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Professional drafting of wills, Setup and administration of trusts. |
| 2001 Joined the industry as a medical aid broker 2003 Joined Matthew & Son Financial Planning 2006 Joined The Robert Group 2008 Qualified as a Registered Financial Planner |
| The Robert Group has 4 Financial Advisors specialising in different areas ensuring that our clients have the best service no matter what their insurance or investment needs. |
| Other Companies represented |
Stanlib
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
