| Firm |
Discovery Financial Consultants |
| Address |
28 Waterford Office Park, Cnr Waterford & Witkoppen Rd, Fourways, Sandton, 2151 |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
I am a qualified Certified Financial Planner and a member of the Financial Planning Institute of South Africa |
| Financial Advisors Fields of Specialisation |
Financial and risk planning. Building personal relationships and advising according to each person''s specific needs and affordability, |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Discovery offer affiliated will and trust services with the top trust attorneys in South Africa - I have used them extensively and have got a good relationship with them.
Organizing Vitality wellness days for my clients regularly to assist them to get to the highest Vitality status and thereby ensuring them the best premium discounts, DiscoveryCard cashbacks and PayBack of premiums on their risk policies. |
| I started as a Financial advisor at Liberty Life in 1999, completed my CFP® in 2006, and moved to Discovery Financial Consultants in February 2009. |
Discovery’s core purpose is to make people healthier and enhance and protect their lives.
For our clients, we deliver on this core purpose through products and services that empower them to take good care of their health. We also provide them with financial protection against many of the financial burdens that come with poor health.
We are a leading financial services institution founded on the principles of consumer engagement and wellness. Our approach to financial products is highly differentiated and involves integrating our entire product range with our science-based wellness programme, Vitality. The integration with Vitality has enabled us to improve our competitive position by offering unique products with better benefits and at a lower price than our competitors.
In South Africa, we operate in the health insurance market through Discovery Health, the life assurance market through Discovery Life, the financial services market through Discovery Invest and DiscoveryCard and in the wellness arena through Discovery Vitality.
The Discovery Health Medical Scheme has achieved the highest credit rating for its claims paying ability and risk management for the past nine years. The AA credit rating is awarded by independent credit rating agency, Global Rating.
Discovery Health and Discovery Life received top honours at the 2008 Financial Intermediaries’ Association of Southern Africa (FIA) Awards in both the risk (Discovery Life) and health product (Discovery Health) supplier categories. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R |
| Legal structure of employer |
|
| Number of staff in Financial Advisor organisation |
3 - 5 |
