|Firm||Schonberg Trust Financial Brokers|
Canal Edge 1B, Tygerwaterfront, Carl Cronje Drive, Bellville, 7550
|Languages||English and Afrikaans (in order of proficiency)|
Certified Financial Planner
Advanced Post Graduate Diploma in Financial Planning (Investments)
Advanced Post Graduate Diploma in Financial Planning (Estate and Personal Risk Planning)
|Life and Disability|
FOCUSHolistic Financial Adviser, Specialising in Estate Planning and Personal and Business Risk Planning
Trust and Estate Planning, Business Risk Assessments at wesselbotha.co.za
OTHER COMPANIES REPRESENTED
I am a Certified Financial Planner® and a Director at Schonberg Trust Financial Brokers. I specialise in Estate Planning, Wealth- planning and management and retirement planning for individuals as well as comprehensive business and financial planning for businesses. With more than 10 years experience in various positions in the financial planning industry, I have been fortunate to have been able to work with many different people in various stages of their lives and business cycles. As a result of this, I strive to understand my clients’ unique needs and circumstances to ensure that I provide advice that is suited to them. I do not believe that financial advice is the same for each person, and therefore every individual or business needs a plan that is suited to their requirements.
Empowering any client with the necessary knowledge and insight is something that is crucial in the way I work. The financial planning industry is a minefield of information, and it is critical that a client understands exactly why a specific solution is implemented and how that plan will benefit him or her.
I have a BComm degree from the University of Stellenbosch, a Post Graduate Diploma in Financial Planning, as well as two Advanced Post Graduate Diplomas in Financial Planning from the University of the Free State, with the focus areas of Investment Planning, and Estate- and Trust Planning.
Schonberg Trust is an independent financial advisory and wealth management company. Having been established in 1985, the business has established itself as one of the best-known financial advisory practices in Cape Town.
We specialise in Wealth Management for individuals and businesses, and have specialist knowledge in all areas of the financial planning process.
Schonberg Trust has a category 2 investment licence, which is a much sought after achievement. This licence serves to show that our investment expertise has been acknowledged by the Financial Services Board, and allows us to be more pro-active in our investment approach.
We have a dedicated team of 5 Financial Advisers, all of which are CFP qualified, as well as an administration team of 7 staff members. As a result, we pride ourselves in our administrative functionality and this reflects directly in the service we provide to each and every client.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R50000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes