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) |
Tel | |
Qualifications | |
Cretificate of Wealth Management. |
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.OTHER COMPANIES REPRESENTED
Brightrock
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.
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.
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 |