MEMBER SINCE | 2004 |
Firm | Evelyn Herzfeld Financial Planning |
Suburb | Paulshof, Sandton |
Address |
Paulshof, Sandton
See Map |
GPS | -28.046400, 26.039600 |
FSP Licence | 6631 |
Languages | English, Afrikaans (in order of proficiency) |
Tel | 011 807 1958 |
Cel | 082 689 2091 |
Fax | 086 519 8201 |
Qualifications | |
B.Comm (UNISA) 1994 CFP (FPI/UNIV. OFS) 2000 |
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
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:
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 |