PARKLANDS FINANCIAL ADVISOR

Mr. STEVE WEISS
Mr. Steve Weiss
MEMBER SINCE 2010
Firm Weiss & Associates
Suburb Parklands
Address 47 Coatbridge Crescent, Parklands, Blouberg, 7441
See Map
GPS -18.510348, 33.8029
FSP Licence 5724
Languages English (in order of proficiency)
Email
Tel 556 9956
Cel 083 275 1619
Fax 0866 762 961
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.
SERVICES
Retirement
Life and Disability
Medical schemes
Business Assurance
Group Schemes

FOCUS

Portfolio analysis and restructuring in order to take full advantage of the cost savings from Vitality. Partnership and keyperson assurance as well.

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!!

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Discovery

EXPERIENCE

Financial adviser since 1972 in the US and South Africa. Initially worked for First Bowring for six years before going on my own.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer Sole Proprietor
Number of staff 2
Indemnity insurance Insurance: yes
Value: R1000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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