|Firm||Beta Wealth Financial Services (Pty) Ltd|
1 Westridge Close,
Cape Town. 7806
|Languages||English, Afrikaans (in order of proficiency)|
BBusSci Finance (Hons), UCT
PGDip FinPlan, Stellenbosch Business School
|Life and Disability|
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
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: no|