|Firm||Absolut Wealth Management|
5 Wessels Road, Rivonia, 2128
|Languages||English / Afrikaans (in order of proficiency)|
CERTIFIED FINANCIAL PLANNER®
|Life and Disability|
FOCUSInvestment & Retirement Planning Specialist
Wills / Estate Planning / Trusts
OTHER COMPANIES REPRESENTED
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.
Getting to know you and your personal circumstances is a key factor for us to build a long-term mutually beneficial relationship. We cherish the relationships that we have built with our clients over the years.
Absolut Wealth Management was established in January 2004 as a completely independent financial planning and advisory practice.
We have partnered with Graviton Financial Partners to give you all the benefits of interacting with a large organisation while still giving you a personal touch. Our partnership with Graviton also offers you the benefits of dealing with truly independent and skilled financial planners.
My value proposition is to empower you to make wise financial decisions and to understand your vision for your live and help facilitate the materialization of that Vision.
I do this by playing three key roles:
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
|Minimum Levels of Premium/Investment accepted||Lump Sum: R2500000.00
Recurring monthly: R5000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes
THE ABSOLUT PROMISE to our clients
We promise to honor the trust that you have placed in us, by treating you fairly, and engaging you in a transparent and professional manner.
We promise to offer you quality advice that at all times that is in your best interest.
We promise to keep our business model aligned with our clients interests, so that we can share a long and mutually beneficial partnership.
We promise to always offer you maximum value and efficient service at a competitive price.