MEMBER SINCE | 2010 |
Firm | Prestige Wealth Managers (Pty) Ltd |
Suburb | Benoni |
Address |
47 Lakefield Avenue,
Lakefield, Benoni, 1525
See Map |
GPS | -28.28564, 26.17983 |
FSP Licence | 9597 |
Languages | English, Afrikaans (in order of proficiency) |
Tel | 0861394395 |
Cel | 0824153231 |
Fax | 0866126680 |
Qualifications | |
Certified Financial Planner |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Medical schemes | |
Short-term insurance | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
I am a Certified Financial Planner who specialises in Personal and Business assurance. I am also an individual tax specialist with over 20 years experience.OTHER COMPANIES REPRESENTED
Altrisk, Mutual and Federal, Zurich, Santam, MUA
Companies through which more than 30% of income is derived:
Momentum
Minimum Levels of Premium/Investment accepted | Lump Sum: not specified Recurring monthly: not specified |
Remuneration | Fee and Commission |
Legal structure of employer | (Pty) Ltd company |
Number of staff | 11 - 20 |
Indemnity insurance | Insurance: yes Value: R2500000.00 |