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| Employer |
Anam Cara Financial Coaching (Pty) Ltd |
| Address |
World Estate Building,
Cnr. Keurboom and Olienhout Str |
| Qualifications |
BA, BA (Hons), B Th, M Th (cum laude) , Certified Financial Planner -(Old Ilpa - Life and Pensions) |
| Financial Advisors Fields of Specialisation |
Retirement Planning and Wealth Creation |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
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| Managing Director of Anam Cara. Published ’Values Based Retirement Planning for South Africa’ in 2002. Frequently writes articles in media. First South African trained in San Diego as Values Based Trusted Advisor. Joined industry in 1982. Works almost exclusively on fees - R30 000 to R130 000. Marathon athlete - completed first Comrades in 2000. Lost over 20 kg in 1997-1998. |
| Other Companies represented |
FMI Dividend Investments |
| Companies through which more than 30% of income is derived |
SP2 |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R2,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
