Ian Swanepoel Email & Phone Number

PROFESSIONAL MISSION:I assist individuals, families, business owners and companies in achieving the best outcome, whatever that goal may be for them in terms of financial products and actuarial services. The compelling drive is to accumulate wealth, to protect wealth and to preserve or distribute wealth to the next generation. Basically, as one of my teachers and coaches will say: "So that you have more money at the end of the month, than month at the end of your money".I serve my clients by utilising my knowledge, skills, experience, background and pose, whilst continually improving through ongoing learning, engagement and hands-on engagement in order to maintain the authentic ability to connect and communicate strategic and sound financial advice.I am excited to build long-term relationships and create and implement beneficial and tailored financial solutions. SPECIALTIES:- FINANCIAL PLANNING• Provide advice in Financial Planning• Provide advice in Superannuation• Provide advice in Life Insurance• Provide advice in Managed Investments• Provide advice in Securities• Provide advice in Derivatives• Provide advice on Financial Products • Provide advice on Margin Lending• Advise on Financial Risk- FINANCE AND MORTGAGE BROKING• Provide Finance and Mortgage Broking Services• Present Broking Options• Identify Risk and apply Risk Management Processes• Assess Credit Applications • Prepare Loan Applications- ACTUARIAL SERVICES• Actuarial valuations and reviews• Retirement Fund / Superannuation and Health Care Consulting• Bonus and interest rate declarations • Withdrawal, death and retirement calculations for members of a Retirement Fund• Database integrity checks

Listed skills include Financial Planners, Strategic Financial Planning, Investments, Actuarial Science, and 34 others.