|Firm||Succession Financial Planning (Pty)Ltd|
19 Frikkie de Beer str, Menlyn, Pretoria
|Languages||English, Afrikaans (in order of proficiency)|
|NQF 4 in Commercial and personal Short term Insurance. NQF 6 in Business Management obtained at GIBBS University. RE5 FIAS accreditation.|
|Life and Disability|
FOCUSI have 25 years experience in commercial and individual insurance. I also have vast experience in the banking industry .
Personal Lines, Employement Benefits
OTHER COMPANIES REPRESENTED
All major short term insurers in South Africa ie. AIC, M&F, Santam, CIB, One Sure, CIA, CTU, Guard Risk, Bryte, H&L, PPS, New Wheels, Miway, Momentum, Camargue
I started my career in 1994 with one of the leading brokerage companies in South Africa. During my 25 years in this Company I have build vast experience in my field of knowledge, obtained several awards as a Manager and achieved great success in managing people. I have build lasting relationships with all the major stakeholders in the Industry which allows me to obtain the best product for my clients .
I have my own short term franchise under the licence of SFP and are employing 6 other experience short term brokers.
SFP is an independant financial services provider looking to grow a professional practice while offering holistic advice to their clients.
We strive to provide complete independent advice to our clients and to source the most appropriate solutions from multiple product providers accredited with SFP.
SFP focus on creating strategic partnerships with organizations and their clients to find ways to add recprocal value to all concerned. We are authentic and transparent through out our dealings with our clients and understand their needs and concerns.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: R2000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes