PAULSHOF, SANDTON FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Sygnia, and PSG Future Wealth
Companies through which more than 30% of income is derived:
Momentum, but only 32.6%

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