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| MEMBER SINCE | 2012 |
| Firm | Vision Private Wealth |
| Suburb | Waterfront (Tyger) |
| Address |
Unit 9, Canal Quays,
Tyger Waterfront,
Cape Town, 7530
See Map |
| GPS | -18.629238, 33.876428 |
| FSP Licence | 12783 |
| Languages | Afrikaans, English (in order of proficiency) |
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| Tel | 021 - 9144554 |
| Cel | 0824945498 |
| Fax | 021-9144553 |
| Website | www.visionbrokers.co.za |
| Qualifications | |
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
FOCUS
New generation investment advice.( fee based NO Upfront commission) Also accredited PPS specialist advisor.OTHER SERVICES
Savings and investments from retirement plans to share portfolios. No investment too big No investment too small.
OTHER COMPANIES REPRESENTED
PPS Investments
Started my career and Sanlam in 1992 and co founded The VIsion Group in 2000.
The Vision Group was founded in 2000 and grew into a financial services with 30 dedicated employees. We offer a comprehensive bouquet of products from Investemnts, Short term insurance and Medical aids.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R500.00 |
| Remuneration | Salary |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 21 - 50 |
| Indemnity insurance | Insurance: yes Value: R2000000.00 |
No upfront commissions on investments only fee based advice.
