|Firm||MRD Wealth Solutions|
75 Kalkoen Street,
|Languages||English (in order of proficiency)|
|I am a Financial Planner with a focus on Retirement Planning and Asset Management. In addition to this, I am an Admitted Attorney of the High Court which allows me to assist my clients with advanced Estate Planning as well the setting up of their testaments. Lastly, having majored in advanced tax law - part of the comprehensive financial plan drafted for my clients consists of tax planning.|
|Life and Disability|
FOCUSRetirement Planning Specialist. Life is full of unexpected twists and turns - Guarantee your retirement income today.
Tax Planning | Wills.
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Having initially practiced law, specialising in commercial and testamentary law, I decided to follow my passion by becoming a Financial Adviser with a focus on Estate and Retirement Planning. Working in various niches allows me to deliver an all-round, cost-effective service to my clients, as well as to the family members and beneficiaries of policyholders. As a result, my clients trust me with their most complex transactions and the succession of their family matters.
MRD Wealth Solutions, an affiliate of Liberty Life, is a Financial Services Provider that offer a holistic financial planning service to its clients. The company is backed up by several lawyers and Certified Financial Planners who strive to give not only professional and appropriate advice, but to simplify financial conversations by bringing complicated issues down to earth, while delivering a high level of financial intellect and professionalism to its clients.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R5000.00
Recurring monthly: R500.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: no|
Please see the below link for a video on financial planning as well as other videos pertaining to tax planning, estate planning, investments and retirement planning.