NORTHRIDING FINANCIAL ADVISOR

Ms. JACQUELINE ROBINSON
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
COMMENTS


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