DURBANVILLE FINANCIAL ADVISOR

HEIDI VORSTER
 Heidi Vorster
Firm Elevation Wealth
Suburb Durbanville
Address Church Street 14, Durbanville, 7550
See Map
GPS -18.650387, 33.832233
FSP Licence 49312
Languages Afrikaans English (in order of proficiency)
Email
Tel 0219141321
Qualifications
BA Law; LLB; Admitted Attorney; 
Post Graduate Diploma in Financial Planning; 
Advanced Post Graduate Diploma in Financial Planning (Asset Management Estate Planning);
MBA Cum Laude
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Tax structuring of Investments, Offshore Investments & Business Investments in order to reach financial goals

OTHER SERVICES

Business and Personal Financial Coaching

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

AIMS

EXPERIENCE

I have more than 21 years of experience in the industry.  Most of it as Legal Adviser, Senior Legal Adviser and Legal Manager at large insurers in the industry, like Old Mutual and Discovery. 

I became a Financial Adviser in 2017 at ABSA Private Bank.  I left end of June 2019 to become an independent financial adviser.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R250000.00
Recurring monthly: R2750.00
Remuneration Fee only
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R1500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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