Rhodesdrift Office Park,
Office number 1,
25 Rhodesdrift Street,
|Languages||Afrikaans, English (in order of proficiency)|
FP1 Full course 92%
Phase 2 Vesting Programme – Cum Laude
FP2 Estate Planning 98%
GEPF Full course 84%
Regulatory Examinations 80%
FP2 Investment 77%
Wealth Management 1 77%
Wealth Management 2 79%
Wealth Management 3 73%
NQF Level 5 Wealth Management
|Life and Disability|
FOCUSI am accredited to advise the public servants on Government Employee Pension Fund (GEPF)
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
I have been working at Sanlam for 5 years and have outperformed most of my targets and personal goals.I am truly committed to what I do as it has become my passion. I strive to further myself through studies to assist my clients in all regards to finance and educating them to become financially savvy themselves.
I am currently working with a group of excellent Sanlam financial advisors. This group is called Dynamis Bluestar. Dynamis consist of 6 Financial Advisors that is located throughout Limpopo. We have 5 administrative staff that attend to our client’s administrative needs and general enquiries. In Dynamis we also have 2 Short term insurance advisors that has over 20 years’ experience.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R5000.00
Recurring monthly: R150.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: no|
Sanlam is by far the innovators in the financial industry. Last year Sanlam Revolutionized Disability cover by not only looking at your ability to work or expecting you to be permanently disabled. They look at what the injury or illness your claim is for. For this reason, Sanlam`s disability consists out of 4 benefits:
1) Disability - conventional disability that covers your ability to work.
2) Impairment - For Physical and Functional impairment. Regardless if you can still work.
3) Accidental Injury - As the name says. Regardless if you can still work.
4) Then there are the Comprehensive and Elite options that has all of the above plus 7 additional benefits.
Sanlam has combined this benefit and still managed to compete premium wise with our competitor’s normal disability cover.