What training and/or membership affiliations do you have that relates to your work?I have completed Post Graduate Diplomas in Financial Planning and Estate Planning. I am registered with the Financial Professionals Institute (FPI) in South Africa.
Describe a recent project that you have completed.My daily projects include assisting my clients to draw up plans to assist them with their objectives and needs. This includes Estate Planning, Drafting of Wills, Risk Benefits (Life Cover, Disability, Dread Disease and Income Protection), Pre- and Post-Retirement Planning, Investment Planning, Goal-based Investing and Business assurance (Buy-and-sell Agreements, Contingent Liability, Key person Insurance and Group Benefits).
Who are some of your customers and can you provide traceable references?Due to the Confidentiality Agreement I need to abide by, I cannot disclose client names here. I can provide references upon request.
Do you provide any guarantee of your workmanship and/or services. If yes, please share the details here.My services are not paid for upfront, you will only pay for once you are completely satisfied with the solution I have provided you with.