Derick Grant, Certified Financial Planner Email & Phone Number

Gauteng, South Africa

West Rand, Gauteng, South Africa

People I have worked with have found great value from our lifestyle protection model. The things you work so hard for in life is absolutely worth protecting. Have the life you want without the worry.Working as a Independent Financial Planner that is fully independent and not tied to any product provider. Our clients appreciate the individual care they receive and the transformational value and peace of mind that our customized solutions have brought to their lives.Consumers are experiencing the effects of new regulation, the rise of consumer representative bodies, strict code of conduct and ethics, all aimed to protect and raise the standard. A true professional always puts their client’s needs first above their own interest. This is a fiduciary duty we take very seriously. If you are tired of the outdated model that provides you with mere transactional service that comes with a product peddling mentality, then we will work well together.

People I have worked with have found great value from our lifestyle protection model. The things you work so hard for in life is absolutely worth protecting. Have the life you want without the worry.Working as a Independent Financial Planner that is fully independent and not tied to any product provider. Our clients appreciate the individual care they receive and the transformational value and peace of mind that our customized solutions have brought to their lives.Consumers are experiencing the effects of new regulation, the rise of consumer representative bodies, strict code of conduct and ethics, all aimed to protect and raise the standard. A true professional always puts their client’s needs first above their own interest. This is a fiduciary duty we take very seriously. If you are tired of the outdated model that provides you with mere transactional service that comes with a product peddling mentality, then we will work well together.

Pretoria Area, South Africa

People I have worked with have found great value from our lifestyle protection model. The things you work so hard for in life is absolutely worth protecting. Have the life you want without the worry.Working as a Independent Financial Planner that is fully independent and not tied to any product provider. Our clients appreciate the individual care they receive and the transformational value and peace of mind that our customized solutions have brought to their lives.Consumers are experiencing the effects of new regulation, the rise of consumer representative bodies, strict code of conduct and ethics, all aimed to protect and raise the standard. A true professional always puts their client’s needs first above their own interest. This is a fiduciary duty we take very seriously. If you are tired of the outdated model that provides you with mere transactional service that comes with a product peddling mentality, then we will work well together.

Pretoria Area, South Africa

What to expectThe aim is to provide a clear, personalized protection solution whilst taking into account your current as well as future needs and goals. A snapshot is taken of your situation as it is now. The information gathered, is then analyzed.For peace of mind, a signed confidentiality agreement is entered into with all our clients. This is done to protect your privacy in personal and financial matters.After implementation of your solution, a service level agreement is established to monitor the ongoing relevance of the plan to your life. Our clients include families, young savers, businesses and trustees. It is these comments from them that make us smile..“Thank you for that peace of mind, that surety of knowing I’m protected and for the quiet knowledge that you’ve got my back”“You went that extra mile.”“Your service was a ‘10’, plus a gold star” “Financial stress was a burden we did not have to contend with”“I for one feel very secure knowing you are on top of things” “there was never any doubt in my mind that I’d made a really, really GOOD decision when I signed up with you”“The service and professionalism is outstanding…very friendly and accommodating”“Surpassed our expectations both on corporate and personal levels” “ethics, honesty, consistency and commitment makes you superior to those in your field and we have been extremely fortunate to have someone of this calibre dealing with our needs”

Pretoria Area, South Africa

At Liberty I mostly focused on giving solutions to my clients in the following Areas:• Pre and post retirement planning.• Investments (Endowments and RA)• Wills• Life cover, Disability cover, Critical Illness cover and Income Protector

South Africa

We imported and sourced locally specialized equipment for sales the to Laboratories and Clean Rooms.

South Africa

I was involved in sales to the Animal Industry, representing the following companies:a) Instavet Import & Export (Pty) Ltdb) Janssen Animal Health 2003/11/01 to 2004/05/31With Instavet Import & Export (Pty) Ltd my responsibilities have remained the same as listed below.For Janssen Animal Health I represented the Ethical range of products to the Veterinary Practitioners and liaison with the wholesalers in my allocated area.As from 1 July 2004, Janssen Animal Health stopped sales to their clients, as Bayer took over the distribution of products, but not personnel.The area I was responsible for both companies was; Free State, East-rand, North West Province and Pretoria.

South Africa

I was involved in the sales of veterinary equipment, vitamins and feed additives directly toVeterinary Practitioners and liaison with wholesalers in my allocated area.Other responsibilities include the sales of products to Feed Lots, Pig Farmers, Private (ARC),Government institutions (Dept. of Agriculture i.e. Government Veterinary Offices &Government Veterinary Laboratories) and any new industries that the company branched outinto.The area I was responsible for was; Free State, Westrand, Vereeniging, Potchefstroom, NorthWest Province & part of Pretoria. As of January 2003 it was changed due to staff additions tothe following; Free State, East-rand, North West Province and Pretoria.

South Africa

I bought a franchise in the company selling e-commerce related products and setting up customer’s web pages.Later I was involved in the designing and maintenance of Biz Net South Africa’s web pages presenting the different products they had.

South Africa

1996/07/01-1999/02/28 Sales ExecutiveI was involved in the sales of general laboratory equipment directly to companies.The area I covered was divided into two sections form Northern Pretoria, Brits, Rustenburg, Thabazimbe to Ellisras and Eastern Johannesburg, Nigel, Heidelberg to Secunda.The people I dealt with ranged from the laboratory technician, laboratory manager, and middle management to upper management.For the financial year 1998-1999, I was the top performer in the company. My personal sales increased by ±25% from the previous year.1999/03/01-1999/12/31 National Sales Executive – PrecisaI was promoted to manage the Precisa portfolio country wide (the companies flag ship). These products included balances, pH meters and water vapor permeability testers.This position involved meeting with all our sub-distributors (motivating them to sell our product by giving them training and support and also helping them with any problems), and expanding the company’s distributorship network.One of the responsibilities involved heading up any new projects where the balances needed to be linked with computers via computer software and where software or application packs need to be made to customers requirements.

South Africa

From 1990/06/25 to 1991/12/31 I completed my studies and practical year at Onderstepoort Biological Products (OBP).In my practical year I worked in the Quality Control section where I did routine laboratory work, sterility and safety tests on all vaccines, viral and bacterial titration’s to determine the yield and potency of the vaccines. I also worked with small and large experimental animals in the completion of some of these tests. I was responsible for documenting the test results and helped with the completion and issuing of test certificates.Once qualified I was transferred to the Freeze drying, Bottling and Packaging section where all Biological Products produced are bottled and packed. This was one of the largest sections at OBP.I was second in charge of the section and was directly responsible for 5 people (all in supervisory positions) and indirectly for 26 people (assistants, operators, etc.). My responsibilities included the scheduling of all items that needed to be sterilized on a weekly basis and ensuring that it was done. I had to ensure that there were enough raw materials for the Bottling and Freeze drying processes, otherwise it could result in a major loss of production time and hundreds of thousands of rands per batch of vaccine produced.Organizing that breakdowns in production equipment were seen to and repaired.The running of the Freeze Drying Plant (then worth approx. six million rand) as well as the supervision and control of other apparatus used in the section (liquid nitrogen cabinets, autoclaves, filling and capping lines, etc.). All the external ordering for the section as well as the composition of service contracts and tenders under R 100 000.

Post Grade Dip In Financial Planning, Personal And Business Financial Planning, Estate Planning, Wills And Trusts, Investments, (Nqf Level 8), Saqa No. 30912

National Certificate In Financial Planning, Personal And Business Financial Planning And Investments, (Nqf Level 6) Saqa No. 57695/62795,

National Certificate Financial Services: Wealth Management, Personal And Business Financial Planning, (Nqf Level 5), Saqa No. 57608