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| Employer |
D Vrey - Authorised Financial Services Provider |
| Address |
450 Ontdekkers Road, Florida Park, Roodepoort |
| Qualifications |
N.B. PLEASE ONLY CONTACT ME IF YOU ARE A POTENTIAL CLIENT. I AM NOT INTERESTED IN NEW PRODUCTS/ INVESTMENTS/ BUSINESS SERVICES, SO DO NOT CONTACT ME ABOUT THOSE.
Qualifications
National Diploma in Unit Trusts (now Collective Investment Schemes) - Boston City Campus (A.A.UT.) Level 2 (2001)
RPL - Unisa - 2004
In-house insurance courses:
Sanlam:- Retirement & Investment Planning,
Business Assurance,
Counselor Selling,
Personal Assurance Planning - Phases 1 - 3
Southern Life:-
Initial Phase
Member of FPI
Certified Estate Agent
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| Financial Advisors Fields of Specialisation |
Investment Portfolio Structuring & Monitoring in line with client needs/circumstances/market conditions along " The All Weather Portfolio Philosophy."
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| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Trusts: Inter vivos and policy trusts
Tax Services |
My career goes back to May '95 - Sanlam and Southern Life. At Sanlam I was unit trust champion in my region for a long period. That's when I realised my passion and flair for structuring investment portfolios and solutions for clients.
Portfolio structuring is very much a blend of art and science, and client, market and offering variables all need to be considered.
Risk profiling and monitoring is ongoing and non-negotiable.Values are communicated back to clients by e-mail, fax, sms and telephone.
The All Weather Portfolio
I will construct a portfoilio for ALL market conditions, regardless of market direction. More than 90% of client monies are structured according to this philosophy.
My business is to grow your money, so that my practice can also grow.
I am currently busy with my Registered Persons exam (an investment qualification)
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
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| Legal structure of employer |
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| Number of staff in Financial Advisor organisation |
2 |
