FISH HOEK FINANCIAL ADVISOR

SONJA LINDE
 Sonja  Linde
Firm Insync Financial Services (Pty) Ltd
Suburb Fish Hoek
Address 211B Valyland Centre, Recreation Road, Fish Hoek, 7975
See Map
GPS -18.421397, 34.132749
FSP Licence 43961
Languages English and Afrikaans (in order of proficiency)
Email
Tel 0217824988
Website www.insyncfs.co.za
Qualifications
-Post Graduate Diploma in Financial Planning
- University of the Free State

Advanced Post Graduate Diploma in Financial Planning
- University of the Free State 
Specializing in Risk Management and Estate Planning
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Lifestyle Financial Planning - Independent Financial Advice on Creating and Protecting Wealth - Retirement, Risk & Estate Planning, Investments, Healthcare

OTHER SERVICES

Will & Trusts, Administration of Deceased Estates

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

I have been in the financial services industry for  more than 15  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).

ABOUT FIRM

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration unknown
Legal structure of employer unknown
Number of staff 2
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS
In July 2013 Sonja had a baby girl - Lianie. This has completely changed her life and she is loving every minute of being a mom!
WHERE THIS FINANCIAL ADVISOR IS BASED
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