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| Firm | DBF Financial Planning & Wealth Solutions CC |
| Suburb | Randpark Ridge |
| Address |
66 Monkor Dr, Randpark Ridge, JHB, 2169
See Map |
| GPS | -27.960420, 26.109786 |
| FSP Licence | 37885 |
| Languages | English (in order of proficiency) |
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| Tel | |
| Cel | 0829004749 |
| Fax | 0865459247 |
| Website | www.dbfgroup.co.za |
| Qualifications | |
| I am a Certified Financial planner | |
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Investments, 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 Value: R5000000.00 |
