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| Employer |
Foresight Financial Services |
| Address |
104 Nellie Rd, Norwood, JHB |
| Languages |
English and Afrikaans (in order of proficiency) |
| Qualifications |
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| Financial Advisors Fields of Specialisation |
Business Assurance, Life and Disability Assurance, Estate and Retirement planning, Medical Aid and Investments |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Group Schemes
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I worked for Nedcor for 5 years in the private client asset management division where as a team we managed high networth client’s portfolios from R3 million to R50 million.
I later moved to Discovery as a consultant where I marketed their products to financial advisors. I achieved Discovery’s targets and became a Discovery ’SEAL’ where I finished number 11 in the country. SEAL stands for Service Excellence , Education, Business Astuteness and Leadership and I continue to run my business by those principals.
I left Discovery to further my career as a financial advisor tailoring solutions to suit my clients needs. In my first two years as an advisor I achieved Discovery’s Gold broker status.
I enjoy the outdoors, going on adventurous holidays and speinding time with my family. |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |