|
|
| Employer |
Wisesure Financial Consulting cc |
| Address |
25 Morkel St, Sunward Park, 1475 |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
PPS Members & Self- employed persons. Full Accounting, Assurance and Investment needs |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Registering of cc and co's. Vat, Paye etc. Full accounting practice for clients from their tax, company's books to balance sheet and staff returns and payroll. Trusts and Wills including winding up of estates |
Started with Sanlam in 1988 as a financial advisor and then moved on to become an independent broker. Prior to this was a bookkeeper with Dorbyl. Have recieved many awards for top sales from Sanlam, including their Diamond Award, and PPS and Momentum. Have obtained many industry related qualifications including CFP and am currently studing towards H Dip Tax
Hobbies include judging of drum majorrettes at Gauteng and National competitions (of which I have recieved colours for both). |
| Been in practice since 1988. Fully compliant qualified CFP. Staff of 7 . We have professional indeminty insurance and never had the need to use it. |
| Other Companies represented |
Prudential, Franklin Templeton, NIB, RMB |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
