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Intercept Financial Services
Failing to Plan is Planning to Fail
We provide a holistic approach to risk and financial planning. We believe in removing the technical jargon which many clients don't understand and consult using everyday terms. We believe in upliftment and education of our clientele is the biggest key to our successful portfolio construction.
Bio
Professional Consulting
I entered the financial industry in 2009 just as the markets were crashing and the industry was in disarray. I had always been passionate about helping people and this has become my drive. I believe in upliftment and education of people on the basics of financial planning, assurance and healthcare. I hold a BBA in economics and commerce, ACMI and currently completing a national wealth diploma. I believe in continuous professional development which enables me to give my clients the best taylor made advise.
Portfolio construction and data collection
My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.
What do I need to disclose?
This is a professional industry which is highly regulated. There are several documents which are needed to assist a financial planner in rendering advice.
FICA documentation
Introduction and disclosures by the advisor
Service level agreement
Financial information
Astute confirmation (Financial services exchange)
Brokers note
Salary Advice
Compliance documentation
General mandates
Current Assurance and Insurance details.
Client Needs Analysis
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We are an Independent Contractor for Discovery
So why use us? We are a truely ONE STOP RISK MANAGEMENT SHOP.
Our brokerage offers the following products:
Medical Aids
Hospital Plans
Short Term Insurance
Risk Planning
Investments
Retirement Annuities
Endowments Policies
Professional Insurance
Disability Cover
Income Protection
Critical Illness Cover
Vitality Healty Rewards
Bond Cover
Business Insurance
Buy and Sell Agreements and Cover
Estate Planning
Wills
Trusts Setup and Management
Flexible Investments
Portfolio Management
Offshore Stocks and Forex
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