BALLITO FINANCIAL ADVISOR

JACQUES MEYER
 Jacques Meyer
Firm Kompas Finansiele Dienste
Suburb Ballito
Address 24 Sheffield Beach, Ballito, 4410
See Map
GPS -31.248669, 29.490134
FSP Licence 29202
Languages English and Afrikaans (in order of proficiency)
Email
Tel
Qualifications
Cretificate of Wealth Management.
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Life, Invest, Short Term, Medical Aid, Trusts and Will's. All-round Financial Advice.
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Brightrock

EXPERIENCE

I have been a financial advisor for the last 18 years. My experience range from Wealth management, Life products, Short term insurance, and Investments  to Medical aid.

I love to be of help to people and my passion is to assist them in finding the correct portfolio for their needs that wll give them maximum cover for the best possible premiums.

ABOUT FIRM

Kompas Financial Services was born out of our desire to do business our way.  That is with loyalty and personal service through expertise and integrity.  The company started in 2006 and since then we have build up a loyal and healthy client base.  

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer Close Corporation (cc)
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R2000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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