Lizette Joubert Email & Phone Number

WHAT DO I DO?* Solution design / Product implementationAs an independent specialist Discretionary Fund Management business, we design bespoke, branded model portfolios.While we believe in function, we also believe there is space for creativity and innovation.This is why we do not subscribe to in a one-size-fits-all approach. We believe that each and every challenge deserves its own unique, custom-made solution. It deserves its own time and space. Above all, it shows growth, the ability to put plans into action and solutions that will stand the test of time. WHO AM I?Regional Manager with over 21 years of relevant work experience. I studied at the University of Pretoria, obtaining a BCom degree specialising in Communications, Marketing and Business Management. I also hold a Diploma in Financial Planning from the University of the Free State. I am a registered Certified Financial Planner (CFP®) with the Financial Planning Institute (FPI). I completed my RE1 (Key Individual) and RE5 (Representative). My current role entails developing and supporting our valued business partners to obtain maximum productivity and effectiveness in their practice. I believe in working together on a business and personal level to achieve optimal results for all involved and building relationships based on mutual trust, support and optimising effective outcomes for all parties. CONNECT WITH ME IF*You are looking for more than a DFMMy goal is to support and assist you to create solutions for you and your clients. You can contact me at: lizette@analytics.co.za

Listed skills include Retirement Planning, Insurance, Risk Management, Financial Planning, and 9 others.