Suite 4, 24 Hilton Ave,
|Languages||English (in order of proficiency)|
Certified Financial Planner®
Financial planning is an ongoing process where every step is very important as it allows your financial planner to understand your situation, desired outcomes and provide you with the best guidance. This will give you confidence to move forward in any circumstances regardless of the challenges and uncertainties.
As a Certified Financial Planner® whatever changes you are hoping to make or goals you’re trying to achieve, we will provide you with sound advice and guidance every step of the way.
Independent Investment advice, local and offshore. Retirement Planning. Retirement Income. Wealth Preservation.
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).
|Life and Disability|
FOCUSProfessional, Independent financial planning | Investment and Retirement Planning | Retirement Income | Offshore Investments
OTHER COMPANIES REPRESENTED
AIMS, Sygnia, RMB Ashburton, Prudential, Prescient,
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 firstname.lastname@example.org
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.
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.
Talk to us about Tax Smart investing.
|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