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| Employer |
Bay Willow Investments CC |
| Address |
2 Summer Place, 18 Sedgemoor Road, Camps Bay |
| Qualifications |
CFP - Certified Financial Planner
Fellow of FPI (Financial Planning Institute)
|
| Financial Advisors Fields of Specialisation |
Investment Planning: Local and Offshore |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
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| Have been working in the Financial Services Industry for over 20 years on
Life, Employee Benefits and Investment Sectors.
Qualified to give advice in the areas of Life, Estate, Business Assurance,
Investment and Health Care environments.
The firm specialises in the provision of investment opportunities that
are appropriate for individuals and businesses - This is
achieved through profiling clients correctly to ensure expectations are always
met.
All recommendations made are fully compliant, conforming to FAIS and FICA
and providing the necessary legislative protections.
Excellent back office research houses are utlised and only A-rated and approved
institutions considered, for client comfort and security.
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R200,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
