| Firm |
Absolut Wealth Management |
| Address |
58 Brooke Ave, Sandton, 2191 |
| Languages |
English / Afrikaans (in order of proficiency) |
| Qualifications |
Certified Financial Planner TM Post Graduate Diploma in Financial Planning International Capital Markets Qualification (S.A.I.F.M / I.C.M.Q) Member of the Financial Planning Institute of South Africa.
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| Financial Advisors Fields of Specialisation |
Investments & Retirement Planning |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Group Schemes
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| Other Services |
Wills / Estate Planning / Tax |
| Visit my Blog at http://www.factualfin.com/blog/index.php for up to date news and views. |
I hold a Post Graduate Diploma in Financial Planning from the University of the Free State and an International Capital Markets Qualification from the London Securities Institute. I am a practicing Certified Financial Planner and a member of the Financial Planning Institute of South Africa.
I started my career in the Financial Services industry working for a Boutique Stock Broking firm and Asset Management company in 1998. This was then bought out by the Appleton Group and subsequently listed to become a private client Asset Management, Stock broking and Financial Advisory Company. Shortly after the listing I transferred to the Asset Management Division, where I held the position of Investment Manager, responsible for private client funds.
In mid 2002 Appleton was sold to the PSG Group and in early 2003 I joined the Liberty Life Management Academy as an Agency Manager. In January 2004 I started my own Financial Planning practice - Absolut Wealth Management. Absolut Wealth Management was founded in the new regulatory environment of the FAIS and FICA Act’s, allowing it to be positioned using best practices and new financial thinking in the industry.
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My value proposition to my clients is to empower them to make wise financial decisions and to understand their vision for their lives and help facilitate the materialization of that Vision.
I do this by playing three key roles:
1. As a Partner where I need to understand your life journey and your dreams and objectives.
2. As a Guide where I will use my financial expertise and in-depth knowledge of my clients to develop and individualize a financial life plan.
3. I act as an educator or financial tutor to explain financial products or concepts in plain English.
I personally own the investments and products that I recommend or advice my clients to own.
I am an independent Certified Financial Planner meaning that I am not employed or tied to any specific financial institution. This allows me to create solutions that will best meet my client’s needs. Please visit our Website www.abolutwm.co.za |
| Other Companies represented |
Stanlib
Cadiz FSG
Asset House
HSBC
Altrisk |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |