| Address |
47 Coatbridge Crescent, Parklands, Blouberg, 7441 |
| Languages |
English
(in order of proficiency) |
| Qualifications |
Chartered Life Underwriter designation from the US (1980) and BA degree in teaching of social studies from the University of Illinois Urbana-Champaign (1969).
Industry awards: Million Dollar Round Table several times, National Quality Award numerous times, production awards from Liberty, Momentum, Sanlam and several with Discovery.
Interests: economics, politics, science, history, the arts, philosophy, and sports. I have written numerous articles for the Business Day, Financial Mail, and Johannesburg Star. I also have a novel in progress as well. |
| Financial Advisors Fields of Specialisation |
Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well. |
| Services |
Retirement Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Group Schemes
|
| Other Services |
My objective is to coach individuals to maximise the wellness and lifestyle benefits of Discovery/Vitality so that the savings from Vitality finance the costs of one's medical and life assurance. In fact, one's long term costs can be negative in that the savings can exceed one's costs. So effectively eating correctly and exercising optimally pays for one's benefits!! |
| Financial adviser since 1972 in the US and South Africa. Initially worked for First Bowring for six years before going on my own. |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
2 |
