|Firm||Stringfellow Advisory Services|
Fancourt Office Park Unit 5, Felstead Rd c/o Northumberland, Randburg, 1724
|Languages||English (in order of proficiency)|
|Registered Financial Planner|
|Life and Disability|
FOCUSI specialize in retirement planning. We have an award winning fund management team and our expertise lies in investments.
OTHER COMPANIES REPRESENTED
Glacier, Brightrock, BCI
I have been involved in the running of financial planning buisnesses for the last 10 years plus. My focus has been on retirement planning. As such i have focused mainly on investments. Due to the nature of my client base, estate planning also plays a vital part of my offering to clients. I joined the industry in 2002 with Liberty and have subsequently become independant. My belief is that having an independant advisor allows you to have an unbiased view and to structure a better tailor made solution to fit the need. I also believe having an asset management team behind you with a good track record, adds to consistant stable results.
Stringfellow Advisory Services is an offspring of the asset management company Stringfellow Investment Services, which has been around since 2005. The funds the group manages have won a raging bull award and has been in the top 10 of its sector for most years. The financial planners we have on our team are people driven and we have an average of 16 years expercience between us. The company is independant and is a provider of almost all the platforms.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R100000.00
Recurring monthly: R2000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes