GAUTENG FINANCIAL ADVISOR

SAREL FOURIE
 Sarel Fourie
Firm Liberty - Geonet Branch
Suburb Gauteng
Address 1038 Clifton Ave, Centurion, 0159
See Map
GPS -28.205948, 25.850177
FSP Licence 2409
Languages Afrikaans, English (in order of proficiency)
Email
Tel
Cel 0643065087
Website www.geonetgroup.co.za
Qualifications
Previous Qualifications:
B.Ed FET Natural Sccience
Physics, Chemistry and General Mathematics
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Assisting clients to structure their portfolio and maximize tax savings whilst reducing debt exposure.

OTHER SERVICES

Full Financial Needs Analysis (FNA)

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Liberty

EXPERIENCE

Previous experience:

* Business development and strategic planning for companies - Business consultation

* National Quality Manager for a training company with responsibilities regarding the 3 main branches in JHB, CT and KZN. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R2500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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