300 Bryanston Drive,
|Languages||English (in order of proficiency)|
|Bachelor of Science (Actuarial Science) and an Associate Actuary|
|Life and Disability|
FOCUSI am passionate about people making wise decisions with their hard earned money and reaping the rewards. "If your ship doesn't come in, swim out to meet it"
OTHER COMPANIES REPRESENTED
I have worked in the financial services industry since January 2000 in pensions, group risks, short term insurances and actuarial consulting. With a vast financial background, I am well positioned to assist you with your financial planning.
On a more personal note, I am married with 2 beautiful daughters.
EQ-FIN PTY LTD is an outsourced assurance management company which represents Liberty Group Ltd and STANLIB in the South African financial services industry.
While we distribute Liberty Group Ltd insurance and risk products, retirement planning solutions, short and long-term savings products, medical aids and corporate benefits, it is our vision that drives us to provide even more, and assures you of our service.
We are determined to be the first choice for clients and financial advisers in the South African financial services sector.
Our customer takes first priority.
We are an established business that specialize in bespoke individual as well as group financial services to a diverse and valued client base.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||unknown|
|Number of staff||> 50|
|Indemnity insurance||Insurance: no|
While the Covid pandemic can be downright depressing, it may be a useful time to get your financial affairs in order.
Nobody enjoys talking about insurance, getting a will in place or seeing if they are on track for a decent retirement. But now may be the best time to initiate these conversations and get your financial planning on track.
Please contact me for a no obligation consultation and let's get started.