PAULSHOF, SANDTON FINANCIAL ADVISOR

Miss EVELYN HERZFELD
Miss Evelyn Herzfeld
MEMBER SINCE 2004
Firm Evelyn Herzfeld Financial Planning
Suburb Paulshof, Sandton
Address P O Box 97300, Petervale, 2151
GPS -,
FSP Licence 6631
Languages English, Afrikaans (in order of proficiency)
Email
Tel 807 1958
Cel 082 689 2091
Fax 086 519 8201
Qualifications
B.Comm (UNISA) 1994, CFP (FPI/UNIV. OFS) 2000
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service.

OTHER SERVICES

Salary Structuring, Income Tax, Bond Cover, Income Protection, Dread Disease, Education and other Savings Plans

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

PSG Future Wealth

EXPERIENCE

In 1999, I became an independent broker after gaining three great years of training and experience with a Liberty franchise. Through highly personalised service, I have successfully fulfilled the financial planning needs and aspirations of many individual and corporate clients.

Representing 6 of the most reputable life assurers and two additional investment houses, Evelyn Herzfeld Financial Planning offers:

  • Life cover
  • Bond cover and restructuring
  • Capital disability and income protection
  • Dread disease cover
  • Medical aids and hospital plans
  • Pension and provident preservation funds
  • Retirement planning and implementation
  • Education and other savings plans
  • Unit trusts
  • Salary structuring, income tax advice and submissions
The success of Evelyn Herzfeld Financial Planning can be attributed to a strong belief in the values of listening to clients, building long-term relationships through professional up to date advice, attention to detail, customer satisfaction and after-sales service.

As each client is a unique individual with their own desires, needs and requirements, I offer professional step-by-step financial planning that is based on a detailed personalised financial needs analysis. This is undertaken over a period of time and in line with ever-changing budgetary and family requirements

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Remuneration Commission only
Legal structure of employer Sole Proprietor
Number of staff 1
Indemnity insurance Insurance: yes
Value: R4000000.00
COMMENTS