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| Employer |
Legacy Wealth (Discovery) |
| Address |
Canal Edge 1,
Tyger Waterfront |
| Languages |
Afrikaans,
English
(in order of proficiency) |
| Qualifications |
|
| Financial Advisors Fields of Specialisation |
Trust owned policies & investments.
We provide a free Family Trust & Will to our clients(conditions apply)
Personal asset protection through the use of Trusts |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
|
| Other Services |
Wealth Building & Protection seminars presented bi-weekly. |
- 5 years Trust owned policies & Trust owned properties
|
| Our mission statement: To enhance & protect our clients wealth. |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R40,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
11 - 20 |
