Financial Planning - Private Wealth Management- Darina van Zyl
Insurance in Sandton
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(082) 829 130?
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135 West Street. Sandton. Gauteng. 2196Are you the owner or manager of this company?
What you should know about Financial Planning - Private Wealth Management- Darina van Zyl
I work for Private Wealth Management, a division of Old Mutual. The following areas of personal financial planning form part of my work:- risk planning - on death, Old Mutual, Fairbairn Capital, BoE, PPS, we have in place product agreements with the following product provider companies: Investec, Key man insurance- employee benefitsCurrently, severe illness - pre-retirement planning and investments- at retirement planning and investments- post-retirement planning and investments- tax planning and investment optimisation- estate planning- investments- business assurance - e.g. Buy and Sell agreements, disability, Sanlam and Liberty Life. My work involves the provision of financial planning services to the high-income / high-networth client segment.
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