GAUTENG FINANCIAL ADVISOR

STEFAN BOTHMA
 Stefan Bothma
Firm Financial Solutions 4 Professionals
Suburb Gauteng
Address 6 Anerley Road, Parktown, 2194
See Map
GPS -28.047998, 26.168642
FSP Licence 1044
Languages English and Afrikaans (in order of proficiency)
Email
Tel
Website www.fs4p.co.za
Qualifications

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)

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

With a proven process, we focus predominantly on graduate professionals and business owners, who among other things, aspire to a work optional lifestyle.

OTHER SERVICES

Fiduciary Services

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
PPS for graduate professionals

EXPERIENCE

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.

Awards

2017 - Top Advisor within the Professional Provident Society's Life Advisory Division.

2016 - Top Advisor within the Professional Provident Society's Life Advisory Division.

ABOUT FIRM

Vision

To create a practice where professional clients will be offered financial solutions and serviced by professional advisers.

Mission

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

BUSINESS PRACTICES
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
Value: R5000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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