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| Address |
348 Rivonia Boulevard, Sandton |
| Languages |
English
(in order of proficiency) |
| Qualifications |
National Certificate in Financial Services: Wealth Management at NQF Level 5 (SAQA ID: 23973) |
| Financial Advisors Fields of Specialisation |
Life Insurance, Disability Insurance, Inveastments, Medical Aid, Hospital Plans, Rettirement Planning, Estate Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Comprehensive Income Protection. Life Cover premium discount & paybacks. Structure your life cover to boost your retirement income. Investment Admin Fee discounts up to 100% & upfront investment boosts. |
Have you provided income protection in your insurance portfolio?What are you paying for your income protection?
The benefit will pay you a monthly income while you are disabled and not able to work.
While you are receiving the monthly benefit from the Income Continuation Benefit you dont need to pay the premium for it.
Discovery will upgrade you immediately to 100% of income when you become permanently disabled.
It can cost less than you expect:
To cover R15,000 for a 50yr old is around R460 per month.
If you are younger it could be cheaper.
Contact me for a quote to see what it could cost you |
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I have over 17 years experience in the Life Insurance and Investment industry.
In 1993 my career started in the financial services industry working for Liberty Life.
In 2000 I joined Standard Bank as an Executive Financial Planner & Investment Advisor working in the Private & Business Banking Divisions.
After considering various options I decided to join Discovery Life as I believed that their product innovation & service provided what the customers were looking for.
Contact me to learn more about the level of service and advice you get from myself and my team. |
Discovery Life pioneered South Africa’s risk protection market with its launch in 2000. While competitors have since adopted this risk-focused approach to life assurance – which strips out the investment element associated with traditional policies –Discovery Life remains the acknowledged leader in the market.
Through the integration of the Vitality programme you get upfront discounts as well as premium paybacks every 5 years.
Contact me for a comparitive quote or to learn more about the Discovery unique benefits. |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R40,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |
