CONSTANTIA FINANCIAL ADVISOR

HENRY POULOS
 Henry Poulos
Firm Beta Wealth Financial Services (Pty) Ltd
Suburb Constantia
Address 1 Westridge Close, Constantia, Cape Town. 7806
See Map
GPS -18.444254, 34.049927
FSP Licence
Languages English, Afrikaans (in order of proficiency)
Email
Tel
Cel 0817264361
Website www.betawealth.co.za
Qualifications

BBusSci Finance (Hons), UCT

PGDip FinPlan, Stellenbosch Business School

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Financial Planning
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

Having 5 years plus experience in the corporate financial industry, a passion for financial planning and people, I believe that I am the best choice as your advisor. I hold core to my beliefs: honesty, integrity and long term relationships. Having a clean bill of financial health myself, as a property owner with no short term debts and financial freedom, I am the logical choice. I don't strive to make money, rather I strive to look after people and make sure they are not overinsured or misguided financially.

ABOUT FIRM

Beta Wealth manages close on R100m of clients money and is fully independent with 3 key advisors who are well educated with proven track records. A great team with under 250 clients means that you will not be just a number. We provide a full range of solutions from Gap Cover to Medical Aid, Short Term, Life & Disability Cover, Investments & Retirement. We can direct you with your tax & legal needs through our network of trusted partners. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration unknown
Legal structure of employer (Pty) Ltd company
Number of staff 3 - 5
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
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