POLOKWANE CITY CENTRE FINANCIAL ADVISOR

SUZETTE JOUBERT
 Suzette Joubert
MEMBER SINCE 2006
Firm Sanlam
Suburb Polokwane City Centre
Address 77 Hans van Rensburg Str, Ground Floor, Polokwane 0700
See Map
GPS -29.457865, 23.894941
FSP Licence 1998/021121/06
Languages not specified
Email
Tel 297 2254
Cel 072 5143835
Fax 297 8254
Website www.sanlam.co.za
Qualifications
  • Diploma's for all long term assurance-, Investment Advice and Estate Planning.
  • FPI Registered
  • IQA 1
  • SERVICES
    Retirement
    Investments
    Estate Planning
    Life and Disability
    Medical schemes
    Business Assurance
    Offshore Investment
    Group Schemes

    FOCUS

    I specialize in Investments, Life Assurance and Retirement Planning.

    OTHER SERVICES

    Wills, Deathclaims, Funeral Cover, Needs Analysis and Risk Profiles, Collective Investment Schemes

    COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

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

    EXPERIENCE

    I have been working for Sanlam since March 2002. In 2004 I received, amongst others, the "Grower of the year" award in my Region and did not look back after that. I live for my work and I enjoy every moment of it. I see myself as a "Financial Doctor". I spent my time solving problems and I am proud of it. If I can't fix it, I will most surely refer you to someone who can. The mother of two teenage boys and I love to support them next to the rugbyfield. I see myself as energetic, a go-getter, a people's person and I deliver exceptional client service.

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: not specified
    Recurring monthly: not specified
    Remuneration Commission only
    Legal structure of employer (Pty) Ltd company
    Number of staff 1
    Indemnity insurance Insurance: no  
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


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