| Firm |
PARLOCK FINANCIAL SERVICES cc |
| Address |
238 Amlock Drive, Parlock, Newlands West, Durban, 4037 |
| Languages |
ENGLISH
(in order of proficiency) |
| Qualifications |
REGISTERED FINANCIAL PLANNER(RFP) WITH THE FINANCIAL PLANNING INSTITUTE.
CERTIFICATE IN FINANCIAL PLANNING.
|
| Financial Advisors Fields of Specialisation |
Specialise in Individual & Business Financial Planning focusing on suitable Risk Cover with Benefits, Investments, Retirement Planning, Medical Aid & Short Term. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Home Loans, Investments, Vehicle Finance and Opening Bank Accounts with Nedbank. |
| I started in the Financial Industry in 1992 with a Brokerage as an Advisor. In 1996 I applied for my own contracts with various companies and stared my own business as an Independent Financial Planner. |
Parlock Financial Services offers Complete Personal Financial Planning, Reviews on Existing Policies and Client Follow up Process. |
| Other Companies represented |
Altrisk, NEDBANK, FMI, Short Term Companies (Santam, Auto General, Zurich, RSW Underwriters and Quicksure) |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R20,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
