| Firm |
WEALTH & ASSET FINANCIAL SERVICES |
| Address |
Office 7/8 First Floor, Howard Centre, Cnr Forest and Howard Drives, Pinelands, 7430 |
| Qualifications |
Associated Financial Planner (AFP) of the Financial Planning Institute |
| Financial Advisors Fields of Specialisation |
Personal Financial Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
|
| WE OPERATE FROM OUR OWNED PREMISES. KEITH THYSSE IS A MEMBER OF THE FPI AND IBC AND THE COMPANY IS A MEMBER OF THE SOUTH AFRICAN FINANCIAL SERVICES INTERMEDIARIES ASSOCIATION.THE COMPANY MEMBERS HAVE MANY YEARS EXPERIENCE IN ADVISING & SELLING FINANCIAL PRODUCTS THAT FALL INTO THE 'AUTHORISED PRODUCT CATEGORIES' FOR WHICH WE ARE LICENSED. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R25,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
