KENILWORTH FINANCIAL ADVISOR

PIERRE TALJAARD
 Pierre Taljaard
Firm Fiscal Private Client Services (Pty) Ltd
Suburb Kenilworth
Address Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
See Map
GPS -18.462954, 33.971979
FSP Licence 12895
Languages English, Afrikaans (in order of proficiency)
Email
Tel 021 671 3175
Fax 021 671 8133
Website www.fiscal.co.za
Qualifications

Pierre has a Bachelor of Business Science with Finance Honours from UCT and has passed level III of the CFA program. He has also completed the Post Graduate Diploma in Financial Planning and is a member of the Financial Planning Institute.

Pierre is a CERTIFIED FINANCIAL PLANNER® professional

SERVICES
Retirement
Investments
Estate Planning
Offshore Investment

FOCUS

Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.

OTHER SERVICES

We provide financial planning and counselling services. We help clients prepare for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Ashburton and Element
Companies through which more than 30% of income is derived:
Acsis

EXPERIENCE

Pierre joined Fiscal in January 2014 as a Para Planner. Prior to this he gained varied experience in the financial services industry, during which he recognized that his passion for the industry was borne of a desire to work directly with clients. This brought about his move to Fiscal and into Financial Planning.

Pierre graduated from the University of Cape Town in 2007 with a B Bus Sc (Hons). After passing level 3 of the Chartered Financial Analyst examinations he then obtained his Postgraduate Diploma in Financial Planning, through the University of Stellenbosch.  He wrote and passed the CFP® board exam in February 2015. In addition to his extensive financial qualifications, Pierre has a keen interest in, and aptitude for, technology, and is enthusiastically helping Fiscal embrace the digital age as effectively as possible.

He is inspired about working with clients who seek help in preparing and providing for the transitions and challenges that inevitably they face, aligning their investments and financial resources with their lifestyle plans.

ABOUT FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R200000.00
Recurring monthly: R10000.00
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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