| Firm |
En Avant Financial Services |
| Address |
9 Forest Mews, Lonsdale Way, Pinelands, 7405 |
| Languages |
English, French,
(in order of proficiency) |
| Qualifications |
Registered Financial Planner, Masters degree in Life Studies |
| Financial Advisors Fields of Specialisation |
Specialised, comprehensive guidance and counselling preparing for, and at the time of retirement. Written reports provided. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Mortgage Bonds, Senior’s bonds, Wills, Trusts, Deceased estates, tax advice. |
| Other Companies represented |
Prudential Portfolio Managers, Coronation Asset Managers, Cadiz, Stanlib,Seniors Finance, Altrisk, Fraters, Marriott, PSG, RMB, Franklin Templeton, Saracen, Ashburton, Orbis, M & G |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
3 - 5 |
