|Firm||Galaxy Financial Advisers|
Hampton View, 3 Pierre Street, Hampton Court, Bendor, Polokwane, 0699
|CERTIFIED FINANCIAL PLANNER ®; Associate Financial Planner; Long Term Insurance, Category A, B & C (Damelin); Post Graduate Diploma in Financial Planning (University of the Free State).|
|Life and Disability|
FOCUSInvestments and Investment management.
OTHER COMPANIES REPRESENTED
RAB, Medihelp, Santam, Mutual & Federal, Nedgroup Investments.
I am qualified as a Certified Financial Planner®. I have ± 10 years relevant financial advisory experience with ±7 years relevant investment experience, of which 2 years are with Old Mutual.
I founded Galaxy Financial Advisers in 1999 and is the sole owner thereof. It is one of the larger independent Financial Services Provider in Limpopo Province. We are focusing on the wealthy individual client, providing him/her with investment advice and financial planning in all categories. I specialise in investments and the managing of the individual client’s investment portfolios.
Galaxy Financial Advisers’ investment philosophy is to define investment growth without exposing our clients to unnecessary risks. Because we have a long term investment approach we believe in value investing that will on the long term generate a good return with low risk. We have a number of investors who are depending on an income from their investments and we have managed to generate growth of between 15% and 20% for them in the past two years.
Communication with our clients is one of the most important aspects of our success. All the investment detail is available on request and we send out statements quarterly. We are available to our clients anytime on request.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: R300.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes