| Firm |
Old Mutual Central Region |
| Address |
Suite 45 (2nd Floor), Old Mutual Building, 58 Bishop Desmond Tutu Drive, Klerksdorp, 2570
|
| Languages |
English and Afrikaans
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
Objectively provide sound financial advice to the private & commercial sector by utilization of a needs analyses medium insuring a comprehensive financial plan. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
Group Schemes
|
| Other Services |
ACCREDITED SPECIALIST IN:
WEALTH PROTECTION
Life Cover
Earning Ability Cover
Lifestyle Adjustment Cover
Future Needs Cover
Business Cover
WEALTH CREATION
Short Term Investment
Long-Term Investments
Goal Saving
Educational Savings Plan
SHORT TERM PROTECTION
Vehicle Insurance
Household Insurance
Business Insurance
FINANCIAL PLANNING
Retirement Planning
Retirement Planning
Wills & TAX Planning
Accredited Personal Needs Analyser
|
BEAT HIGH INCREASES IN SCHOOL FEES WHILST SAVING FOR TERTIARY EDUCATION!!!
Your kids are one of the most important priorities, and u want your children to have access to the best education possible, right?
But due to a lack of finances and the vast increase in living expenses parents struggle to meet the ends as well as the high annual increase in school fees that reduces the chances of the average income earner being able to fund their children’s tertiary education.
Warren Smith an accredited financial planner has found an amazing educational plan that ensures that parents and their children can benefit from the following:
· Beat School fee increases by having funds available to qualify for an annual payment discount.
· No need to pay extra monthly transaction fees, when paying school fees.
· Late payment charges on school fees are not an issue anymore.
· Earn interest on discounted savings that makes provision for tertiary education.
· Save money whilst the investment earns interest and pays for your children’s school fees.
As a parent making your kids dreams come true has become a reality by understanding the importance of educational planning and to make use of the concept Warren Smith has found.
For more information please call Warren Smith on 073 289 1732 or via e-mail to wsmith1@oldmutualpfa.comfor a free consultation. |
| Since my career started in 2001, I was fortunate to gain experience in different areas that provided me with expertise in the sales and marketing industry with experience counting to over 10 years. My career started off by making myself available in an administration environment and due to my flair for career development found my first opportunity in the sales and consultation of repossessed property which enable me to gain knowledge of investing in the property market segment.
My appetite for risk and security management then made its appearance in my career path in 2005 which has thought me the all importance of risk management. As the trends in the operandi modules of criminal behaviour changed I took the initiative to research their trends and to consult on adequate electronic intruder system integration and security services to provide my clients with the peace of mind that their security measures reduces their risk from involvement in criminal activities, which gave me a throughout understanding of the importance of risk management and the protection of assets.
Due to the fact that crime is a serious issue that south Africa experienced my participation in the security industry has proved that crime related deaths as well as death caused by natural causes has become increasingly out of control and the only way that the south African population can decrease their vulnerability is to take control of the financial losses in such unfortunate matters.
During my inception in the academy program that Old Mutual has offered me the opportunity to gain knowledge on the financial aspects of risk management and to make provision for unsought for financial losses that is experienced by numerous inhabitants on a daily basis. As well as the importance of a wealth protection plan. And how to compile a risk management portfolio that has been benefitted by numerous financially concerned clients.
But to provide my clients with optimum service delivery and to provide them with accurate information and advice the Old Mutual Academy program has equipped me with the knowledge of professional financial planning procedures to follow and to conduct an accurate financial needs analyses to ensure that my clients individual needs has been attended to whilst keeping cost involved and to not cause major distress on their financial statuses.
In the process investments and making financial provision for future goals and retirement has made its impact in my career as a financial advisor, and has given me the knowledge and expertise to provide my clients with sound advice regarding short term and long term investments and retirement planning.
Making use of my services can add value to your lifestyles seeing to the fact that through the different involvement of my career has prepared me to maintain professional business ethics to ensure that my client enjoys the peace of mind that a well experienced and knowledgeable financial advisory service is just a phone call away, by simply contacting me on 073 289 1732 or send me an email at wsmith1@oldmutualpfa.com.
|
Warren Smith is an accredited financial advisor that fully complies with the FAIS ad FICA act ensuring that all advice offered are conducted in a lawful manner, resulting in a professional approach to his client’s individual financial requirements in a consumers focused practice.
Warren Smith is affiliated with 6 market leading licensed financial service providers firms being: Old Mutual, Fairbairn Capital, Mutual & Federal, Ned bank, Bonita’s Medical Scheme, Fed Health Medical Schemes which makes provision to advice on a wide range of products and services within WSPFA operandi modules.
Good practice of professionalism, honesty and loyalty within the services rendered by Warren Smith is of utmost importance and focus on practicing good business ethics with high levels of confidentiality in the South African market segment, to clients of all criteria’s regarding their age, gender, nationality, occupations, income levels and locations.
Warren Smith specializes in Wealth Protection and Wealth Creation strategic planning which included the following financial benefits: Life Assurance (Funeral/Death Benefits), Income Protection Benefits (Occupational Disability Income Benefits), Lifestyle Adjustment Benefits (Disability / Dread Disease Benefits), Business Assurance, Personal and Business Insurances, Investment and Educational Savings Planning, Pre and Post Retirement benefits and planning, Estate Planning and wills.
WSPFA approach to financial planning is to provide his clients with comprehensive cover and investment growth by conducting a personal needs analyses and investors risk profiles enabling his clients to have adequate assurance cover, that is cost effective and to ensure his customers investments portfolios growth satisfies their risk taking criteria’s whilst keeping their investment goals in mind. |
| Other Companies represented |
Mutual & Federal Short Term Insurance:
-Vehicle Insurance
-Household Insurance
-Business Insurance
NEDBANK Banking Solutions:
-Nedbank Credit Cards (Referral)
-Nedbank Current Accounts (Referral)
-Nedbank Investment (Referral)
-Nedbank Home Loans
-Nedbank Vehicle Finance (Referral) |
| Companies through which more than 30% of income is derived |
Old Mutual |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
> 50 |
