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| Employer |
Exbuscon Financial Services |
| Address |
18 Bisset Rd, Kenilworth, 7708 |
| Languages |
English,
Afrikaans
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
How to have up to 55% of your Life policy premiums refunded every 5yrs. How to have your medical aid contribtions less your claims refunded at age 65. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Group Schemes
|
| Other Services |
GapCover: Covers the shortfall between the fee of a specialist in hospital and the reimbursement amount from your medical aid.
Denis Dental; Covers dental treatments and or sports injuries. |
For 13 yrs I have been advising clients how to spend as little as possible on their Risk Benefits and as much as possible on their Investment planning. As an advisor it is my job to ensure that clients know the consequences of not planning for death/disability and old age.
I do not advise clients on premiums alone. Come claim time you want the policy to work. It is therefore also my duty as an advisor to make sure you aware of all the exclusions, terms and conditions and investment risks when choosing a Financial product to satisfy a financial need.
|
| Other Companies represented |
GapCover,
Denis Dental |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R40,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
11 - 20 |
