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| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7708 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
BComm Hons in Investment & Financial Management (Unisa)
Certified Financial Planner (Stellenbosch University)
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| Financial Advisors Fields of Specialisation |
Investment and Retirement Planning – especially setting up and optimising Living Annuities – structure, appropriate funds and cost effectiveness |
| 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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| Other Services |
Share Portfolio Management |
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I have been in the financial services industry since 2001, initially working within a financial services company where I got to learn how the industry works from a number of different roles within that company before moving on in 2004 and using this knowledge and my qualifications as a financial adviser. This combination of experience has provided me with the ability to provide my clients with comprehensive financial advice. I believe that earning a client’s trust is the key ingredient to a mutually satisfying advisor / client relationship.
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In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, we believe that it is the hands-on service and in-depth understanding of each client's needs that differentiates the Private Client Holdings Group.
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| Other Companies represented |
- Cadiz
- Prudential
- RMBIS
- Realtime Financial Solution
- City Asset Management
- Blue Ink
- BJM
- SPI
- Standard Financial Markets
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
