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|
| Employer |
Swiss Financial Consulting cc |
| Address |
Unit C7 Century Square Heron Crescent Century City 7441 |
| Languages |
English, some Afrikaans.
(in order of proficiency) |
| Qualifications |
Registered as a Healthcare Broker with the Council of Medical Schemes.
Certificate in Financial Planning through Damelin, currently completing the national diploma.
Vast experience in Health care and in life risk business. |
| Financial Advisors Fields of Specialisation |
Specialise in Discovery products. Discovery Health, Discovery Life, Discovery Invest, Discovery Group Life and Discovery Vitality. Also use Bupa International. |
| Services |
Retirement Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Group Schemes
|
| Other Services |
International Health Insurance.
Travel Health Insurance.
|
| Have worked in the life assurance industry since 1989. With Southern Life, Momentum Life and Capital Alliance.Went overseas, upon return was a consultant with Discovery, explaining their products to brokers.Now in an independant brokerage, with an exposure to International healthcare.Still using Discovery Health for ''''''''local'''''''' coverage. |
Swiss Financial Consulting has been around since 1992.
Associated with Swissfin.co.za |
| Other Companies represented |
Fedsure/ Capital Alliance,Mutual and Federal, Santam, Auto and General, SA Eagle, HIU, BnB Sure, Tuffstuff, Admiral, TRA, AIG, IHI, Allianz, BDAE,M3, MUA, CIA, BoE, SAMI AG and BUPA. |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R40,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
