Firm | Ingrid Denzin Financial Services |
Suburb | LADYSMITH |
Address |
16 St Augustine Avenue,
Egerton,
Ladysmith, 3370
See Map |
GPS | -29.778528, 28.547057 |
FSP Licence | 12136 |
Languages | English Afrikaans (in order of proficiency) |
Tel | +27 (082)8984011 |
Qualifications | |
B Compt Accounting, Hons Income Tax Postgraduate Diploma in Investment Analysis and Portfolio Management |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Offshore Investment |
FOCUS
Advice on investments and investment risk management, investing for retirement, post-retirement planning.OTHER COMPANIES REPRESENTED
Stanlib Investments
Pension fund accountant before becoming a full time financial adviser in 2001.
Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R500.00 |
Remuneration | Fee and Commission |
Legal structure of employer | Sole Proprietor |
Number of staff | 1 |
Indemnity insurance | Insurance: yes Value: R1000000.00 |
Although we are living in volatile economic and financial times, we must not lose sight of our financial goals. This requires a focused and disciplined approach with the help of a calm, experienced financial advisor.