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| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7708 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
Bcom - Marketing and Finance
AIFM - Associate of the Institute of Financial Management (SAIFM),
IBSA - Institute of Bankers Diploma
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| Financial Advisors Fields of Specialisation |
COMMERCIAL SHORT TERM INSURANCE and
EMPLOYEE BENEFITS SOLUTIONS. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Assessment and Implementation of Retirement and Risk Benefit Solutions for medium to large businesses |
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I have been successfully operating in the financial services for the past 22 years, with experience in financial, business and distribution management. The areas I have had substantial experience in are unit trusts, risk products, employee benefits, short term insurance. I have worked for ABSA, Nedbank, Liberty Group, Legatus Trust and am currently Employee Benefits and Risk Services Manager at Private Client Holdings in Cape Town.
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In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, we believe that it is the hands-on service and in-depth understanding of each client's needs that differentiates the Private Client Holdings Group.
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| Other Companies represented |
Santam
Mutual & Federal
MUA
CIA |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R12,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
