|
|
| Employer |
Watermeyer Financial Services |
| Languages |
Fully bilingual
(in order of proficiency) |
| Qualifications |
Fred Watermeyer
BA (Public & Development Man.)(Stell)
Certificate in Financial Planning (Damelin)
Karen Watermeyer
BSoc Science LLB (Durban)
CFP (UOVS)
Diploma in Financial Planning Law (UOVS) |
| Financial Advisors Fields of Specialisation |
Income protection,
Estate planning,
Drafting of Wills,
Retirement Planning,
On/Offshore Investments |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
| Fred has worked in the financial planning industry for the past 13 years. He has marketed financial planning products and he has worked as a financial advisor. He is passionate about financial planning and has recently formed his own planning practice together with his wife, Karen. Karen has worked in the financial planning industry for 10 years. She has a legal background and has specialised in financial planning law. Her particular passion is estate planning. |
| We are a family practice that provides holstic financial planning with a view to establishing a long-term relationship with our clients. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
