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| 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) |
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| Tel | |
| Cel | 0817264361 |
| Website | www.betawealth.co.za |
| Qualifications | |
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BBusSci Finance (Hons), UCT PGDip FinPlan, Stellenbosch Business School |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Financial Planning
OTHER COMPANIES REPRESENTED
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.
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.
| 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 |
