Investment And Risk Planner
Current•Professional Wealth Creation and Wealth Protection Advice and Recomendation. Retirement Planing / ILLA's / Pension funds / Provident Funds / Employee Benifits /Tax planing / International Investments/ Endowmwnts/ Linked Investments / Education Planing. •Professional Risk Advice and RecommendationsBusiness Insurance / Buy and sell agreements and Key Persons Insurance and drafting of Key man contracts / Personal Insurance (Life Insurance and Disability Planing) / Income Protection / Dread Disease Planning / Sickness Insurance benifits for proffessional.Commercial Insurance (Short Term Insurance) Providing companies with risk cover on their Business and ensuring that they have the Correct covers in place for their Business Premises, machinery , Contents, All Risk, Vehicles and Liability insurance. Personal Line Insurance ( Short Term Insurance)Providing the ordinary person thebest cover for the best price, being it Buildings,Pools, contents Allrisk Items, Vehicles , Watercrafts. Liability Covers. Dealing with Claims. Doing the entire claim for the client from lodging till payout. My team will do all the correspondence on the clients behalf. .•Constantly Asissting and Educating Young and Old professionals and providing them with tailor made solutions in Investments and Risk industry ( Long Term and all aspects of the Short Term).•Reviewing their current Portfolio's of potential clients and then providing written recommendation.•Adding value to my clients and creating a life long relationships with them.
