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| Employer |
Consolidated Financial Planning KZN (Pty) Ltd |
| Address |
“Erica”, Sanyati Park, 3 Abrey Road, Kloof |
| Qualifications |
Certified Financial Planner (CFP ), B Sc (Hons) Mechanical Engineering, B&A (Hons), Business Administration MBA
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| 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
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| I have been in the Life Assurance & Investment business since 1984. I specialise in retirement plans. Being analytical by nature, I enjoy looking at a person's financial position from different points of view.
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Partnership |
| Number of staff in Financial Advisor organisation |
6 - 10 |
