|Firm||Insync Financial Services (Pty) Ltd|
211B Valyland Centre, Recreation Road, Fish Hoek, 7975
|Languages||English and Afrikaans (in order of proficiency)|
-Post Graduate Diploma in Financial Planning
Advanced Diploma in Estate and Trust Administration
|Life and Disability|
FOCUSLifestyle Financial Planning - Independent Financial Advice on Creating and Protecting Wealth - Retirement, Risk & Estate Planning, Investments, Healthcare
Fiduciary Services Administration of Deceased Estates
OTHER COMPANIES REPRESENTED
I have been in the financial services industry for more than 20 years; in various roles (administration, management, marketing, training and sales). Through the years I have gained extensive experience and invaluable knowledge in many areas of financial planning, which include but are not limited to - Risk Planning, Estate & Retirement Planning, Investments, Healthcare Solutions, Wills, Trusts and Administration of Deceased Estates.
I have been an independent financial advisor since 2007. In July 2012, I opened my own financial planning practice in Fish Hoek.
I am a member of the FPI (Financial Planning Institute) and FISA (The Fiduciary Institute of Southern Africa).
Insync Financial Services (Pty) Ltd is an independent financial planning practice based in Fish Hoek. We provide Lifestyle Financial Planning to our clients and proud ourselves on excellent service.
We have a passion for education and to empower our clients to understand and achieve their financial goals and objectives which will assist them to become financially independent.
Please visist our website for more detail on our full range of services.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||2|
|Indemnity insurance||Insurance: yes