Werner Schultz

Werner Schultz Email and Phone Number

Financial Advisor at Optimum Financial Services Group @ Optimum Financial Services Group
pretoria, gauteng, south africa
Werner Schultz's Location
Centurion, Gauteng, South Africa, South Africa
About Werner Schultz

Werner Schultz is an Independent Financial Advisor at Optimum Financial Services with eighteen years of industry experience. He is committed to helping individuals, organizations, and companies to advance to their set financial goals. Werner specialises in Personal Estate & Retirement Planning, Risk Cover, Business Assurance & Investment planning. He uses his industry knowledge and experience to the advantage of his clients.By focusing on the most suitable advice and fulfilling customer expectation, Werner has been able to put his Advanced Certificate in Financial Planning (NQF 6-Millpark Business School) and various other Industry qualifications to good use. Over the years, Werner received various accolades as Consultant, at former Insurance Companies he represented and managed to travel abroad as a reward for those accomplishments. Werner is passionate about the industry, networking, client satisfaction, and walking the extra mile. He enjoys helping his clients with their financial goal-setting and the implementation of models to reach their set goals. Werner is a camper, traveller, and hunter, enjoys fishing, and loves the outdoors, and spending time with his family & friendshttps://www.optimumgroup.co.za/

Werner Schultz's Current Company Details
Optimum Financial Services Group

Optimum Financial Services Group

View
Financial Advisor at Optimum Financial Services Group
pretoria, gauteng, south africa
Employees:
55
Werner Schultz Work Experience Details
  • Optimum Financial Services Group
    Financial Advisor
    Optimum Financial Services Group Aug 2022 - Present
    56 Regency Drive, Route 21 Corporate Park, Irene, 0157
  • Momentum Consult Lyttelton
    Financial Advisor
    Momentum Consult Lyttelton Jan 2021 - Jul 2022
    Fidu-Ad Chambers, 121 Amkor Road Design House,Lyttelton Manor, Centurion
  • Momentum
    Broker Consultant
    Momentum Sep 2018 - Jan 2021
    Pretoria Area, South Africa
    ☆ WHAT WE OFFER REGISTERED FINANCIAL ADVISERSFor IFAs, we offer the opportunity to start your own business on the foundation of our extensive financial services experience, sound business and individual financial planning knowledge, and a stable client base. The risks associated with starting your own business are high – but by partnering with me, you reap the rewards of running your own business while mitigating this risk and leveraging a stable, credible and reputable brand.The benefits include:• An attractive fee-sharing agreement• Commission administration• License and compliance management• Technology support• Advice software• Marketing and communication support• Education, through development programmes, designed to advance ongoing learning• Pricing advantages, available through being a part of a large organisation• Legal and tax support• Specialised fiduciary services support• Stockbroking for your client’s support• Wealth management methodology• Investment research and “house views”• Range of best-of-breed product providers and solutions• Practice management• Succession planning• Financial model• Business evaluation
  • Sanlam
    Broker Consultant
    Sanlam Mar 2010 - Aug 2018
    Pretoria Area, South Africa
    Sold Sanlam products to brokers I serviced
  • Metropolitan
    Broker Consultant
    Metropolitan Sep 2007 - Feb 2010

Werner Schultz Skills

Pensions Retirement Planning Income Protection Retirement Wealth Management Investment Advisory Wealth Strategic Financial Planning Investments Investment Strategies Estate Planning Financial Services Critical Illness Insurance Fixed Annuities Life Insurance Portfolio Management Financial Risk Financial Advisory Financial Planning Risk Management Finance Pension Funds Financial Analysis

Werner Schultz Education Details

Frequently Asked Questions about Werner Schultz

What company does Werner Schultz work for?

Werner Schultz works for Optimum Financial Services Group

What is Werner Schultz's role at the current company?

Werner Schultz's current role is Financial Advisor at Optimum Financial Services Group.

What schools did Werner Schultz attend?

Werner Schultz attended Milpark Business School, Milpark Business School, Tshwane University Of Technology.

What are some of Werner Schultz's interests?

Werner Schultz has interest in Rugby, Cricket, Golf, Hunting, Fishing.

What skills is Werner Schultz known for?

Werner Schultz has skills like Pensions, Retirement Planning, Income Protection, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Financial Planning, Investments, Investment Strategies, Estate Planning, Financial Services.

Who are Werner Schultz's colleagues?

Werner Schultz's colleagues are Jason Goudvis, Liezel Van Der Merwe, Martin Louw, Marinus Lourens, Carol Celeste Kruger -, Eugene Marx, Bianca Els.

Not the Werner Schultz you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.