PIKETBERG FINANCIAL ADVISOR

Mnr FRIKKIE STRAUSS
Mnr Frikkie Strauss
MEMBER SINCE 2006
Firm FJS Finansiële Dienste
Suburb Piketberg
Address Langstraat 60, Piketberg, 7320
See Map
GPS -18.757103, 32.900361
FSP Licence FSP 687
Languages not specified
Email
Tel 913 2391
Cel 082 493 3785
Fax 913 1482
Website waardeskepper.co.za
Qualifications
  • MA
  • B Compt
  • RFP
  • SERVICES
    Retirement
    Investments
    Estate Planning

    FOCUS

    Professionele en onafhanklike persoonlike en korporatiewe finansiële beplanning. Spesialisvelde: Belastingbeplanning, Beleggingsbeplanning en -bestuur, boedel-beplanning, aftredebeplanning, waardasies
    COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

    Equinox

    EXPERIENCE

    Praktiseer sedert 1981 as rekenmeester in eie praktyk en spesialiseer in belasting- en beleggingsbeplanning. Doen die bestuur van 'n aantal kliënte se effektetrustportefeuljes. Is tans ingeskryf vir die Nagraadse Diploma in Persoonlike Finansiële Beplanning by die Univ. Stellenbosch (2de jaar) ten einde 'n meer omvattende persoonlike finansiële beplanningsdiens te kan lewer.

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: R50000.00
    Recurring monthly: not specified
    Remuneration Fee only
    Legal structure of employer Sole Proprietor
    Number of staff 3 - 5
    Indemnity insurance Insurance: yes
    Value: R500000.00
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


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