FINANCIAL ADVISOR LOG IN IS MY FINANCIAL ADVISOR LICENSED WITH THE FSB? POPULAR SEARCHES: Johannesburg Financial Advisors Cape Town Financial Advisors Pretoria Financial Advisors FIND AN ADVISOR IN THE MEDIA YOUR RIGHTS (ADVISER OBLIGATIONS) PERSONAL FINANCE GUIDES & TOOLS FSB (FINANCIAL SERVICES BOARD)	Your Name Your Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Recipient Name Recipient Email Add more Recipients Message Enter the numbers you see on the right Miss EVELYN HERZFELD Employer Evelyn Herzfeld Financial Planning Suburb Paulshof, Sandton Address P O Box 97300, Petervale, 2151   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  Financial Advisors Fields of Specialisation A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service. Services Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Offshore Investments Group Schemes Other Services Salary Structuring, Income Tax, Bond Cover, Income Protection, Dread Disease, Education and other Savings Plans LATEST NEWS & VIEWS: 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 COMPANIES REPRESENTED   Other Companies represented PSG Future Wealth Altrisk 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 in Financial Advisor organisation 1   Indemnity insurance Insurance yes Value R4,000,000 Please be sure to mention that you found this Financial Advisor on www.findanadvisor.co.za!