Lizette Joubert Email and 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
Portfolio Analytics (Pty) Ltd
View- Website:
- analytics.co.za
- Employees:
- 5
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Regional ManagerPortfolio Analytics (Pty) Ltd Apr 2023 - PresentWestern Cape, South Africa -
Business ConsultantMomentum Oct 2021 - Apr 2023South AfricaWHAT DO I DO?* Solution design / Product implementation* Risk Management* Savings* Medical Aid at Momentum Medical Scheme* Group Schemes - Funds@work* Complimentary Products - Multiply and Gap CoverCONNECT WITH ME IF* You need assistance with risk management* You need help with savings* You need assistance with medical aid from Momentum Medical Scheme* You need assistance with group schemes* You need Information on complimentary products such as Multiply or gap coverMy goal is to help you with all your financial and risk management needs. You can contact me at: lizette.joubert@momentum.co.za -
Institutional InvestorsReal Impact Global B.V. Apr 2020 - Oct 2021The Hague, South Holland, Netherlands
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Franchise Development ManagerMomentum Consult (Pty) Ltd Jul 2016 - Apr 2020Centurion -
Certified Financial PlannerMomentum Consult (Pty) Ltd Sep 2014 - Jul 2016CenturionFinancial Planner: -
Marketing ConsultantMomentum Jun 2013 - Sep 2014CenturionMarketing consultant, Momentum Distribution services -
Certified Financial PlannerMomentum Jan 2010 - May 2013CenturionCertified Financial Planner with Momentum Agency -
Marketing ConsultantMomentum Jan 2004 - Jan 2010GautengMarketing adviser, Gauteng -
Marketing AdviserSanlam Jul 2002 - Dec 2003Vaal TriangleMarketing adviser to advisers -
Sales AdviserOutsurance May 2001 - Jun 2002CenturionOutbound call centre, sales adviser
Lizette Joubert Skills
Lizette Joubert Education Details
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Post Gratude Diploma, Financial Planning -
Business, Management, Marketing, And Related Support Services -
Transvalia High SchoolGrade 12
Frequently Asked Questions about Lizette Joubert
What company does Lizette Joubert work for?
Lizette Joubert works for Portfolio Analytics (Pty) Ltd
What is Lizette Joubert's role at the current company?
Lizette Joubert's current role is Regional Manager - Coastal and Free State Region.
What schools did Lizette Joubert attend?
Lizette Joubert attended University Of The Free State | Universiteit Van Die Vrystaat, University Of Pretoria/universiteit Van Pretoria, Transvalia High School.
What skills is Lizette Joubert known for?
Lizette Joubert has skills like Retirement Planning, Insurance, Risk Management, Financial Planning, Business Strategy, Investments, Management, Financial Services, Sales, Critical Illness, Life Insurance, Disability Insurance.
Who are Lizette Joubert's colleagues?
Lizette Joubert's colleagues are Albert Pearson, Cheslyn Smith, Duncan Braithwaite, Cfa.
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