Certified Financial Planner
Current
Jul 2022 - Present
AeroLeads people directory · profile
Derick Grant, Certified Financial Planner Email & Phone Number
Helping professionals to protect and grow their personal wealth through The Future Proof Your Wealth System
at
Argo_FP
1 work email found
@legacyfp.co.za
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping professionals to protect and grow their personal wealth through The Future Proof Your Wealth System
Location
City Of Johannesburg, Gauteng, South Africa
Who is Derick Grant, Certified Financial Planner? Overview
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Quick answer
Derick Grant, Certified Financial Planner is listed as Helping professionals to protect and grow their personal wealth through The Future Proof Your Wealth System at Argo_FP, based in City Of Johannesburg, Gauteng, South Africa. AeroLeads shows a work email signal at legacyfp.co.za and a matched LinkedIn profile for Derick Grant, Certified Financial Planner.
Derick Grant, Certified Financial Planner previously worked as Certified Financial Planner at Argo_Fp and Independent Financial Adviser at Mondaine Group Financial Advisors. Derick Grant, Certified Financial Planner holds Post Grade Dip In Financial Planning, Personal And Business Financial Planning, Estate Planning, Wills And Trusts, Investments, (Nqf Level 8), Saqa No. 30912 from Milpark Business School.
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Email format at Argo_FP
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{first}@legacyfp.co.za
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Profile bio
About Derick Grant, Certified Financial Planner
* Do feel that your Financial Advisor is more concerned about his commission than rather your needs?* Does your Financial Advisor fully understand your situation and your goals?* Can you maintain your lifestyle if you or the main bread winner can no longer work any more?People lose money due to the implementations of wrong solutions. Why? Because your situation is not fully understood! Thus costing them money and paying for cover they do not need.However there is another way, having a structured and planned approach that is customized to meet your goals and aspirations. Having worked with hundreds of individuals around South Africa, I realized there were three core areas of struggle:1. The Analysis – What are the financial outcomes in different scenarios that are unique to you.2. The Solution – How to choose the correct the one3. The Monitoring – Why no on gonging reviews are done to make sure implemented solutions remain relevant and current.To Solve these problems, I designed a program that helps you:1. Go from uncertainty to the beginning of understanding2. Go from being exposed to be protected3. Go from the implementation to tax efficient structure that protects you and your familyIt is called Future Proof Your Wealth and it helps you protect your personal wealth in 60 days.
Listed skills include Strategic Financial Planning, Investments, Estate Planning, Retirement Planning, and 17 others.
Current workplace
Derick Grant, Certified Financial Planner's current company
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12 roles
Derick Grant, Certified Financial Planner work experience
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Independent Financial Adviser
Mondaine Group Financial Advisors
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.
Aug 2017 - Oct 2022
Independent Financial Planner
Ifsa (Pty) Ltd
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.
May 2016 - Sep 2017
Ifa, Authority In Lifestyle Protection
Succession Financial Planning Advisory Services (Sfp)
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.
May 2014 - Mar 2016
Cfp®, Authority In Lifestyle Protection
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.
Aug 2008 - Apr 2014
Financial Advisor
- 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
Aug 2007 - Aug 2008
Business Owner
Chrome Systems Cc T/A Chrome Labs
We imported and sourced locally specialized equipment for sales the to Laboratories and Clean Rooms.
Apr 2006 - May 2007
Freelance Sales Representative
Freelance Sales Representative
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.
Nov 2003 - Mar 2006
Sales Representative
Instavet Import & Export (Pty) Ltd
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.
Jul 2000 - Oct 2003
Sales
Biz Net 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.
Jan 2000 - Jun 2000
Sales Executive & National Sales Executive
Instrulab Cc.
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.
Jul 1996 - Dec 1999
Senior Veterinary Technologist
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.
Jun 1990 - Jun 1996
3 education records
Derick Grant, Certified Financial Planner education
Post Grade Dip In Financial Planning, Personal And Business Financial Planning, Estate Planning, Wills And Trusts, Investments, (Nqf Level 8), Saqa No. 30912
Milpark Business School
National Certificate In Financial Planning, Personal And Business Financial Planning And Investments, (Nqf Level 6) Saqa No. 57695/62795,
Milpark Business School
National Certificate Financial Services: Wealth Management, Personal And Business Financial Planning, (Nqf Level 5), Saqa No. 57608
Momentum Academy
FAQ
Frequently asked questions about Derick Grant, Certified Financial Planner
Quick answers generated from the profile data available on this page.
What company does Derick Grant, Certified Financial Planner work for?
Derick Grant, Certified Financial Planner works for Argo_FP.
What is Derick Grant, Certified Financial Planner's role at Argo_FP?
Derick Grant, Certified Financial Planner is listed as Helping professionals to protect and grow their personal wealth through The Future Proof Your Wealth System at Argo_FP.
What is Derick Grant, Certified Financial Planner's email address?
AeroLeads has found 1 work email signal at @legacyfp.co.za for Derick Grant, Certified Financial Planner at Argo_FP.
Where is Derick Grant, Certified Financial Planner based?
Derick Grant, Certified Financial Planner is based in City Of Johannesburg, Gauteng, South Africa while working with Argo_FP.
What companies has Derick Grant, Certified Financial Planner worked for?
Derick Grant, Certified Financial Planner has worked for Argo_Fp, Mondaine Group Financial Advisors, Ifsa (Pty) Ltd, Succession Financial Planning Advisory Services (Sfp), and Momentum.
How can I contact Derick Grant, Certified Financial Planner?
You can use AeroLeads to view verified contact signals for Derick Grant, Certified Financial Planner at Argo_FP, including work email, phone, and LinkedIn data when available.
What schools did Derick Grant, Certified Financial Planner attend?
Derick Grant, Certified Financial Planner holds Post Grade Dip In Financial Planning, Personal And Business Financial Planning, Estate Planning, Wills And Trusts, Investments, (Nqf Level 8), Saqa No. 30912 from Milpark Business School.
What skills is Derick Grant, Certified Financial Planner known for?
Derick Grant, Certified Financial Planner is listed with skills including Strategic Financial Planning, Investments, Estate Planning, Retirement Planning, Wealth Management, Financial Planners, Insurance, and Retirement.
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