|Firm||Watermeyer Financial Services|
Millennium Business Park
|Languages||Fully bilingual (in order of proficiency)|
|Fax||086 612 9207|
|Life and Disability|
FOCUSIncome protection, Investments, Life assurance Drafting of Wills, Retirement Planning,
OTHER COMPANIES REPRESENTED
FMI Income Protection Specialists
Fred has worked in the financial planning industry for the past 19 years. He has marketed financial planning products and he has worked as a financial advisor. He is passionate about financial planning,in particular Income Protection and Investments.He attended the Berkshire Hathaway Annual Shareholders Meeting in 2010 hosted by Warren Buffett and Charley Munger.
We are a practice that provides holistic financial planning with a view to establishing a long-term relationship with our clients.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||2|
|Indemnity insurance||Insurance: yes