HILTON FINANCIAL ADVISOR

ALBE HAASBROEK
 Albe Haasbroek
Firm Momentum Financial Planning
Suburb Hilton
Address 24 Hilton Avenue, Hilton, 3245
See Map
GPS -30.299839, 29.549183
FSP Licence 6406
Languages English and Afrikaans (in order of proficiency)
Email
Tel 0333434683
Cel 0824575432
Fax 0865564190
Qualifications

Certified Financial Planner (CFP®) 

Postgraduate Diploma in Pinancial Planning (2008)

NDip Marketing and Sales Management (1993)

 

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment

FOCUS

Specialist in Estate Planning, Offshore and Local Investments, Personal Share Portfolios, Retirement Planning and Medical Aid.

OTHER SERVICES

Wills and GAP Cover

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Momentum

EXPERIENCE

Albe started his financial planning career in 1994, initially as a Marketing Advisor with Old Mutual and then Momentum, he then started his own Financial Planning Practice in 2003. Albe furthered his knowledge by completing the sought-after, internationally recognized CFP® qualification. He is a family man who resides and work in the Hilton area. The long lasting relationships with his clients is the secret to his success. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R250000.00
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer unknown
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R4000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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