|Firm||Financial Solutions 4 Professionals|
6 Anerley Road, Parktown, 2194
|Languages||English and Afrikaans (in order of proficiency)|
Certified Financial Planner, CFP®
Post Graduate in Financial Planning (UFS)
Advanced Post Graduate in Investment Planning (UFS)
B.Eng Mechanical (NWU)
Adv Dip Project Management (NWU)
|Life and Disability|
FOCUSWith a proven process, we focus predominantly on graduate professionals and business owners, who among other things, aspire to a work optional lifestyle.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
PPS for graduate professionals
Planning & Process
Our philosophy is based on effective decision making where we assist you with various strategies to protect and manage your wealth effectively. We exemplify the benefits of a financial planning roadmap to protect your family's longetivity.
2017 - Top Advisor within the Professional Provident Society's Life Advisory Division.
2016 - Top Advisor within the Professional Provident Society's Life Advisory Division.
To create a practice where professional clients will be offered financial solutions and serviced by professional advisers.
FS4P will create an environment where exceptional financial solutions are provided to professional clients in an environment that encourages professional financial advisers to reach their full potential. We subscribe to the values of ethics, superior customer service and client centred solutions in a nurturing working environment for the registered adviser.
Code of Conduct
We comply with a code of Conduct that focuses on Client centricity, honesty and ethical treatment of clients. Financial Solutions 4 Professional (Pty) Ltd (FS4P) # 2011/009695/07 operating as a Juristic Representative under Succession Financial Planning (SFP) # 41158
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R0.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes