MANDALAY FINANCIAL ADVISOR

MKHULULI NGXUMZA
 Mkhululi  Ngxumza
Firm Ngxumza Financial Services
Suburb Mandalay
Address 20 Sierra Way, Mandalay, 7785
See Map
GPS -34.0104, 18.62478
FSP Licence 36826
Languages Isi Xhosa, Isi Zulu & English (in order of proficiency)
Email
Tel 021-388 5019
Qualifications
 LLB (UWC)
SERVICES
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.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Altrisk

EXPERIENCE

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.

BUSINESS PRACTICES
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
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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