NORTHRIDING FINANCIAL ADVISOR

Ms. JACQUELINE ROBINSON


MEMBER SINCE	2011
Firm	The Art of Wealth CC
Suburb	Northriding
Address	153 Pritchard Street, Unit 40 Mio Bella, Northriding, 2169 See Map
GPS	-27.973361, 26.048737
FSP Licence	42894
Languages	English (in order of proficiency)
Email
Tel	0828947850
Cel	0828947850
Fax	0865445368
Website	www.theartofwealth.co.za
Qualifications
Currently passed RE5 Exam Qualification RFP1 / 2 / 3 NQF level 5

SERVICES

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

FOCUS

Offer a full comprehensive plan to cover clients for any Insurance need from risk / medical aid and Investment planning.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

I have been in the Insurance Industry for 14 years.

I have worked for most of the Corporate companies ie Sanlam / Fedsure / Medscheme / Discovery / Resolution Health and Momentum.

I have also worked as an Independant Financial Advisor for 2 brokerages ie

Wealth Avenue CC and Bulls Eye Financial Services.

I started my own business - The Art of Wealth CC in February 2011.

I have all my necessary industry qualifications.

I offer a full financial needs analysis, based on that I will give comprehensive financial advise to assist with any life cover / investment or medical aid planning.

ABOUT FIRM

The Art of Wealth CC is licensed to sell:

Any Risk cover - life / disability / severe illness / income protection

Any Retirement cover - Retirement Annuities

Any Group Benefits - Pension / Preservation or Medical aid

Any Collective Investments

Any Health Service Benefits

BUSINESS PRACTICES

Minimum Levels of Premium/Investment accepted	Lump Sum: R50000.00 Recurring monthly: R500.00
Remuneration	Commission only
Legal structure of employer	Close Corporation (cc)
Number of staff	1
Indemnity insurance	Insurance: yes Value: R1500000.00

WHERE THIS FINANCIAL ADVISOR IS BASED

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NORTHRIDING FINANCIAL ADVISOR

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