|Firm||Epsilon Financial Planning Consultants CC|
1 Suurvy Street,
|Languages||Afrikaans & English (in order of proficiency)|
National Certificate in Financial Planning
Postgraduate Diploma in Financial Planning
Advanced Diploma in Estate and Trust Administration
FOCUSInvestments (local & offshore) and retirement planning.
OTHER COMPANIES REPRESENTED
I have been woking in the finacial services industry for 11 years. During this time I gained experience in investments, risk planning, income tax, and estate planning. Throughout this time I have maintained a strong focus on investments.
Our focus is on you in order to help you achieve your financial goals.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes