Firm | Ngxumza Financial Services |
Suburb | Mandalay |
Address |
20 Sierra Way, Mandalay, 7785
See Map |
GPS | -18.62478, 34.0104 |
FSP Licence | 36826 |
Languages | Isi Xhosa, Isi Zulu & English (in order of proficiency) |
Tel | 021-388 5019 |
Qualifications | |
LLB (UWC) |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Short-term insurance | |
Group Schemes |
FOCUS
Financial Planning, Group Schemes, Group Life Cover, Pension Funds, Short Term Insurance, Funeral Cover, Education Plans, Retirement Annuities, Estate Planning,OTHER SERVICES
Administration of Estates, Education Plans, Pension Funds, Provident Funds (employee benefits) Bond Cover, Life Cover, Disability Cover, Drawing up of Will's etc.
OTHER COMPANIES REPRESENTED
Altrisk
I have been a Financial Planner for 20 years.
I worked for Twckenham Insurance Brokers between 1995-1996.
*Ngxumza Insurance Brokers between 1996-2005.
*Metropolitan Life 2005-2006.
*FNB Financial Planning & Advisory Services 2006-2009.
Currently with Ngxumza Financial Services since 2009.
I am also a freelance columnist for the City Press personal finance section.
Minimum Levels of Premium/Investment accepted | Lump Sum: R10000.00 Recurring monthly: R150.00 |
Remuneration | Commission only |
Legal structure of employer | Sole Proprietor |
Number of staff | 6 - 10 |
Indemnity insurance | Insurance: yes Value: R1000000.00 |