| Firm |
Consolidated Financial Planning KZN (Pty) Ltd |
| Address |
“Erica”, Sanyati Park, 3 Abrey Road, Kloof, 3610 |
| Languages |
English only.
(in order of proficiency) |
| Qualifications |
Certified Financial Planner (CFP), B.Sc(Hons) Mechanical Engineering, B&A (Hons) Business Administration and MBA |
| Financial Advisors Fields of Specialisation |
Nominated by the Financial Planning Institute and the media (Personal Finance) as one of the top financial Planning Practices in SA for the past 4 yrs. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
| See article on Moneyweb entitled "the First Financial Planner could be your downfall" Google "Bob Clive Moneyweb" to read. |
| I have been in Financial Services business since 1984 and specilise in holistic retirement planning. I am analytical by nature, and bring this to the table in planning successful retirements. There are no miracles in financial planning and your future depends on finding the correct strategy for your needs and then sticking to it. Regular reviews are the key to this. |
| Consolidated is a national company with offices in Johannesburg, Pretoria, Capetown, Port Elizabeth and Kloof KZN. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
