| Firm | Investment Facilitators |
| Suburb | Pietermaritzburg |
| Address | Suite 3, Colenbrander House, 28 Hilton Ave, Hilton, Pietermaritzburg, 3245 See Map |
| GPS | -29.563868, 30.299147 |
| FSP Licence | 12971 |
| Languages | English (in order of proficiency) |
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| Tel | 0333435360 |
| Cel | 0727295820 |
| Qualifications | |
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Certified Financial Planner® Independent Investment advice, local and offshore. Retirement Planning. Retirement Income. Wealth Preservation. Education: Postgraduate Diploma in Financial Planning (University of the Free State) (2011) CFP BComm (Economics and Business Management) - Unisa (2001) Matric - Exemption Hilton College (1995) FSB Regulatory Exams (RE)-level 1: passed (2011) for KI (key-individual RE01) & Representative (RE05). |
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| Retirement |
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| Investments |
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| Estate Planning |
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| Life and Disability |
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| Offshore Investment |
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FOCUS
Investment Planning, Retirement Planning, Retirement Income.
OTHER COMPANIES REPRESENTED
AIMS, Sygnia, Ashburton, Prudential
Managing wealth for private clients since 2004. Specializing in a range of investment strategies including Investment planning, Retirement Planning and Retirement Income.
Holistic financial planning is provided allowing clients the opportunity to address all aspects of their financial affairs.
Investment Facilitators is a fully independent practice.
We will develop a carefully considered plan that never loses sight of your long-term goals, yet is flexible enough to shift with your changing circumstances.
With a clear understanding of your goals, time horizon and your tolerance for risk, we will action your plan with a portfolio that is designed for both the journey and your destination.
Together we will review your plan and portfolio so that they continue to reflect your needs, track your progress and help you make adjustments as necessary.
We pride ourselves in being able to offer our clients access to institutional fund managers and hence offering lower/reduced fund management fees.
Talk to us about Tax Smart investing.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R500.00 |
| Remuneration | Fee OR commission |
| Legal structure of employer | Close Corporation (cc) |
| Number of staff | 6 - 10 |
| Indemnity insurance | Insurance: yes Value: R10000000.00 |