PRETORIA FINANCIAL ADVISOR

MICHAEL VELTMAN
 Michael Veltman
Firm MRD Wealth Solutions
Suburb Pretoria
Address 75 Kalkoen Street, Monument Park, Pretoria, 0185
See Map
GPS -28.225891, 25.805505
FSP Licence 2409
Languages English (in order of proficiency)
Email
Tel
Cel 0828858284
Website mrdwealth.co.za/
Qualifications
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. 
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Offshore Investment

FOCUS

Retirement Planning Specialist. Life is full of unexpected twists and turns - Guarantee your retirement income today.

OTHER SERVICES

Tax Planning | Wills.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

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

EXPERIENCE

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. 

ABOUT FIRM

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R5000.00
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS

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.

https://www.youtube.com/watch?v=EpuwwP0jxes

ARTICLES AUTHORED BY THIS FINANCIAL ADVISOR
WHERE THIS FINANCIAL ADVISOR IS BASED
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