| Firm |
R Fisher and Associates cc |
| Address |
10 Luderitz Street, Wendywood Extension 4, Sandton, 2090 |
| Qualifications |
- DPFM
- CFP (including Post Grad diploma in Financial Planning from University of OFS)
- Ongoing attendence of seminars and courses to keep up to date with trends, education and industry related matters.
|
| Financial Advisors Fields of Specialisation |
Estate Structure, Planning and Investments (both Local and Offshore), Financial Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Tax Planning (personal & corporate) and Submissions (Private and Corporate). Legals – Wills and Trusts. |
Agent at Liberty for 10 years. Broker for the last 17 years.
Member of the FPI, LUASA (Top 25 for last 6 years) plus ALSA, MDRT member, IQA
award (LIMRA) last 27 years for persistency of 95%+. Awards from Liberty (Chairman’s
Member when agent, plus BPC since Broker).
From Momentum (Platinum, Diamond and Gold member), Sanlam (Diamond, Sapphire
and Emerald), Discovery founder member group benefits Platinum member, LUASA
Gold for every year until platinum launched in 2003, Platinum member 2003 to 2007, Old Mutual Gold & Silver Awards.
Interests: Ex - Conservation Ambassador, SA National Parks.
Conservation Law Enforcement – Ex Endangered Species Protection Unit,
SAPS. |
| Other Companies represented |
African Life,
Charter Life,
Discovery Health,
Fedsure (Capital Alliance), Sage |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |
