|Firm||Vision Private Wealth|
Unit 9, Canal Quays,
Cape Town, 7530
|Languages||Afrikaans, English (in order of proficiency)|
|Tel||021 - 9144554|
|Life and Disability|
FOCUSNew generation investment advice.( fee based NO Upfront commission) Also accredited PPS specialist advisor.
Savings and investments from retirement plans to share portfolios. No investment too big No investment too small.
OTHER COMPANIES REPRESENTED
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
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||21 - 50|
|Indemnity insurance||Insurance: yes
No upfront commissions on investments only fee based advice.