| Address |
641 Sibelius Street, Lukasrand, Pretoria, 0181 |
| Languages |
Afrikaans,
English
(in order of proficiency) |
| Qualifications |
Diploma in Internal Auditing
Liberty Financial Planning
NQF5 |
| Financial Advisors Fields of Specialisation |
Make one call for all your Financial needs |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
Group Schemes
|
Life cover with no or minimum medical underwriting
Investment booster with Discovery Invest
Increase your investment growth or Medical Aid savings with the Healthy Food Benefit.
5 Steps to gold (Vitality)
Longevity Protectoirs (Momentum)
Saving on Estate duty |
In The Financial industry since 1999.
Worked as a Financial consultant for 5 years and have been an Independant Financial Planner for the past 6 years. |
& E FinOps offers the following products and services to clients:
Developing insurance and finance products tailor-made to the clients needs.
Loyalty programmes
Risk cover to groups
Pension and Provident Funds
Medical Aid and Insurance
Business insurance
Portfolio analyses
Long term Insurance
Commercial Insurance
Personal Lines Insurance
Asset financing
Sourcing of new vehicles at maximum fleet discount
Product Development
T & E FinOps associates and is accredited with the following companies:
Chartis SA
Mutual and Federal
Motor Underwriting Agency (MUA)
Santam
ACE
Hollard
Discovery Life
Momentum Life
Liberty Life
Altrisk
Alexander Forbes
Sanlam
Professional Provident Society (PPS) and others
All major Medical Aids
It is important to T & E FinOps to abide by the rules set down in the industry where they do business. Therefore, T & E FinOps is an authorised financial services provider FSP no: 15485, is accredited with The Council of Medical Schemes no: ORG2022 and is licensed by the NCR to do financing. T & E FinOps is also a member of the Independent Broker Council and Theuns Greyling is an Associate Financial Planner with the Financial Planning Institute. T & E FinOps is also one of a few Administration Houses in South Africa for American International Group SA. The company believes to involve their clients as partners and therefore always negotiate a win-win opportunity for all parties concern.
|
| Other Companies represented |
Altrisk, Alexander Forbes and AIG |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
