PIETERMARITZBURG FINANCIAL ADVISOR

DAVID MASON
 David Mason
MEMBER SINCE 2012
Firm Investment Facilitators
Suburb Pietermaritzburg
Address Suite 4, 24 Hilton Ave, Hilton, Pietermaritzburg, 3245
See Map
GPS -30.300466, 29.549370
FSP Licence 12971
Languages English (in order of proficiency)
Email
Tel 0333435360
Cel 0727295820
Website http://www.davidmason.co.za
Qualifications

Certified Financial Planner®

Independent Investment advice, local and offshore.  Retirement Planning. Retirement Income. Wealth Preservation.

Education:

Postgraduate Diploma in Financial Planning (University of the Free State) (2011) CFP

BComm (Economics and Business Management) - Unisa (2001)

Matric - Exemption Hilton College (1995)

FSB Regulatory Exams (RE)-level 1: passed (2011) for KI (key-individual RE01) & Representative (RE05).

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Professional, Independent financial planning. Investment and Retirement Planning, Retirement Income. Offshore Investments www.davidmason.co.za
COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

AIMS, Sygnia, RMB Ashburton, Prudential, Cannon

EXPERIENCE

David believes in long-term relationships, built on honesty and integrity, with his clients, his friends and his family. This has allowed clients to share personal information which is essential to their personal financial plan. David finds enjoyment in coaching his clients towards financial freedom.

He started his career working in London at Norddeutsche Landesbank. After returning to South Africa in 2003, David focused his career efforts in the financial planning industry and soon realised that being an independent advisor allowed him to offer clients solutions that better matched their needs. In 2010, David joined Investment Facilitators as a Key Individual and became part of the team of like-minded planners.

David has a Bachelor of Commerce degree from University of South Africa and is a CERTIFIED FINANCIAL PLANNER ® and a member of the FPI (Financial Planning Institute). David keeps up-to-date with the latest financial planning knowledge and trends.

David is happily married to Tracey, and they have two sons, Matt and Thomas. David enjoys the outdoors and spends most of his free time with his family.

You can contact David at Investment Facilitators in Hilton on 033 3435360 or via email davidm@investf.co.za

www.davidmason.co.za

 

Managing wealth for private clients since 2004. Specializing in a range of investment strategies including Investment planning, Retirement Planning and Retirement Income.

Holistic financial planning is provided allowing clients the opportunity to address all aspects of their financial affairs.

 

ABOUT FIRM

Investment Facilitators is a fully independent practice.

We will develop a carefully considered plan that never loses sight of your long-term goals, yet is flexible enough to shift with your changing circumstances.

With a clear understanding of your goals, time horizon and your tolerance for risk, we will action your plan with a portfolio that is designed for both the journey and your destination.

Together we will review your plan and portfolio so that they continue to reflect your needs, track your progress and help you make adjustments as necessary.

We pride ourselves in being able to offer our clients access to institutional fund managers and hence offering lower/reduced fund management fees.

www.davidmason.co.za

Talk to us about Tax Smart investing.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R500.00
Remuneration Fee OR commission
Legal structure of employer Close Corporation (cc)
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R10000000.00
LATEST NEWS AND VIEWS
www.davidmason.co.za
WHERE THIS FINANCIAL ADVISOR IS BASED
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