| Firm |
Private Client Holdings (Pty) Ltd |
| Address |
46 Main Road, Claremont, Southern Suburbs, 7705 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
BCom (HDipTax) CFP Professional Accountant (SA) |
| Financial Advisors Fields of Specialisation |
Investment, Retirement and Estate Planning, Tax and Share Portfolio Management |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Share Portfolio Management |
Andrew measures wealth in terms of quality of life. A keen golfer, fly fisherman and kite surfer, he regards the predictable unpredictability of the sea as a metaphor for his profession. "The more experienced you are, the more knowledge you acquire, the easier it becomes to predict the industry’s waves."
Andrew heads up the Wealth Management Company. He holds a B Com degree with a Higher Diploma in Tax Law, is a Certified Financial Planner and a qualified Professional Accountant. He has been extensively involved in the private client wealth management industry for over 15 years.
Our Wealth Management Service is well positioned to embrace the new legislation regulating the financial planning industry. Our service appeals to those who insist on a comprehensive wealth management strategy which is underpinned by a strong technical team who have a solid grounding in taxation and portfolio management.
Andrew is passionate about the effective dove-tailing of complimentary strengths within the group. |
In 1989 the Private Client Group opened its doors as a corporate tax consultancy practice. As our client base expanded and changed, so did their financial needs. Due to excellent service, an exceptional track record, innovative ideas and adherence to the highest level of ethics, we formed additional companies. The Group now provides a full range of top quality financial services to private clients, their trusts and companies. Our Group comprises: Private Client Holdings, Private Client Portfolios, Private Client Financial Services and Private Client Wealth Management.
Although academic qualifications are a prerequisite, we believe that it is the hands-on service and in-depth understanding of each client's needs that differentiates the Private Client Holdings Group.
|
| Other Companies represented |
- Cadiz
- Prudential
- RMBIS
- Realtime Financial Solution
- City Asset Management
- Blue Ink
- BJM
- SPI
- Standard Financial Markets
|
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R5,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
