|Firm||DBF Financial Planning & Wealth Solutions CC|
66 Monkor Dr, Randpark Ridge, JHB, 2169
|Languages||English (in order of proficiency)|
|I am a Certified Financial planner|
|Life and Disability|
FOCUSInvestments, Life Assurance, disability cover, dread disease, offshore investments, keyman assurance, business assurance, pension funds and provident funds.
OTHER COMPANIES REPRESENTED
Stanlib, Brightrock, Fedgroup
Companies through which more than 30% of income is derived:
Liberty and Stanlib
I have more than 30 years experience in the financial planning industry after starting as an agent at Liberty Life in 1988 and then becoming a broker in 1990 for a corporate brokerage thereafter starting DBF Financial Planning and Wealth Solutions CC at the end of 2008.
DBF Financial Planning & Wealth Solutions Cc, is an independant financial planning practice focussing on all aspects of Life assurance (Personal & Business) and Investments (local and Offshore). Employee benefits including Pension and Provident Funds.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R500.00
|Remuneration||Fee OR commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||2|
|Indemnity insurance||Insurance: yes