|Firm||Fiscal Private Client Services (Pty) Ltd|
Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
|Languages||English, Afrikaans (in order of proficiency)|
|Tel||021 671 3175|
|Fax||021 671 8133|
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
FOCUSPre-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.
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.
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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R200000.00
Recurring monthly: R10000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes