PAULSHOF FINANCIAL ADVISOR

PIETER JOUBERT
 Pieter Joubert
Firm Money Wise Associated Financial Services CC
Suburb Paulshof
Address Kildrummy Office Park, Jameson Building, cnr Witkoppen Road and Umhlanga Avenue, Paulshof, Sandton, 2191
See Map
GPS -28.047477, 26.035394
FSP Licence 703
Languages Afrikaans and English (in order of proficiency)
Email
Tel 0124030438
Cel 0826458557
Qualifications
B.Com degree - achieved 1989 from Unisa
SERVICES
Retirement
Investments
Estate Planning
Life and Disability

FOCUS

Fields as marked above
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Old Mutual

EXPERIENCE

1972 - 2003 - Banking and Financial servises, including Central Bank (International) experience and Treasury with Mining House

2004 - Current - starting at Liberty Life and since 2012 at Old Mutual.

ABOUT FIRM

I am an Executive Finanacial Advisor with Money Wise Associated Financial Service cc, a Franchise under the AFD of Old Mutual. The FSB number is 703. Donovan Beytell is the owner and Principal and currently ranked as the No 2 Franchise in the Johannesburg region of Old Mutual. The permenant staff compliment are 2, an Financial manager by the name of Caroline Beytell and the Compliance and Operational Manager, Nicky Jansen van Rensburg

We are currently in the order of 18 Financial Advisors, some of them with their own admin staff as well.

The products on offer al all that Old Mutual Life and Old Mutual Wealth offers.

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 1
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
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