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| Employer |
Private Client Holdings (Pty) Ltd |
| Qualifications |
BCom (HDipTax) CFP Professional Accountant (SA)
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| Financial Advisors Fields of Specialisation |
Investment and Retirement Planning, Tax and Share Portfolio Management. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
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| 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, and 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 a decade.
Our Wealth Management Service is well positioned to embrace the new legislation regulating the financial planning industry. This service appeals to those who insist on a comprehensive wealth management strategy and 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.
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| Other Companies represented |
Prudential
Absa
RMB-is
Realtime Financial Solutions
City Asset Management |
| Companies through which more than 30% of income is derived |
Investec |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
