am a tied Executive Financial Advisor with (MMI) Holdings Momentum Financial Planning Sandton/Strelitzia Branch previous based at Inanda Greens Business Park in Sandton for +-15 years and ex Sage Med and Sage Life Illovo and in the Central Business District of Johannesburg for 15 years. Momentum took them over or merged with Sage Life +-15 years ago. My daughter, PA and VA, Andrea Girling assists me to run my practice with +-184 clients and one group scheme.
I am passionate about assisting Medium and High Net Worth Individuals and Professionals to reach their medium, short-term and long-term financial goals in life to secure their financial futures and give them peace of mind at night.
I assist with Business Assurance Cover, Endowments, Estate Planning, Funeral Cover, Medical Gap Cover, Investments (Local & Global), Keyman Assurance, Medical Aids, Group Company & Medical Schemes, Retirement Annuities, Risk Cover : Life Cover, Disability & Critical Illness or Dread Disease Cover, Share Portfolios, Short Term Insurance, Unit Trusts, Trusts & Wills
