We are an Authorized Financial Services Provider and is licensed to render financial services. Our FSB accredition nr is 33030

We are a member of Masthead Financial Advisors Association - a professional body of the Financial Services Industry, - who monitor our compliance.

Masthead is a Compliance Practice approved by the Financial Services Board. Their contact details are as follows if you wish to confirm. 021 686 3588 and 021 686 3589 (fax).

We are a representative rendering health services under supervision as defined in the fit and proper regulations.

MEET THE TEAM

Sonet Schoeman (Financial Advisor) & Jene Van Heerden (Personal Assistant)

 

We have the following relevant qualifications:

CERTIFICATE IN FINANCIAL PLANNING (NQF5)

120 POINTS / CREDITS ACCORDING TO FAIS

2 REGULATING EXAMS:    *    RE1

                                          *    RE5