I am an independant financial advisor and a Key Individual in REAY INVESTMENTS CC FSP 34706. I am also a registered representative of PIC Syndications (Pty) Ltd FSB license no. 20878. I am accredited to market products for the following companies: Liberty Life; Stanlib; Old Mutual; Financial Management International (FMI); Absa Investment Management Services-Lisp Platform; Dynamic Wealth and PIC Property Syndication’s. I have professional indemnity insurance and compliance with the Fais Act is monitored by Masthead Financial Advisors Association, through Masthead Distribution Services (Pty) Ltd, a compliance practice # 67, approved by the financial services board. Because I am independent, I can offer my clients non biased advice when it comes to products and services offered by the various financial institutions. I can also extract the best knowledge from the various expert legal, financial, tax and economic advisors that are made available to me by the financial institutions. I have a strong relationship with all the underwriters at the various companies which speeds up the application process and the claims processes.
My mission is to give my clients superior service at all times, because I believe that is where most advisors are lacking these days. I am always available to my clients and deal with them personally. Honesty and integrity are my core values, I would rather lose a deal, than give bad advice.
I am passionate about investments and helping people achieve their investment goals, especially through these tough economic times. In order to do this, I have a group of investment specialists from the likes of Olympiad Wrap fund managers/Stanlib Investment managers/ Dynamic Wealth Investment Managers and economists such as Professor Haremse, that advise me on a weekly basis. I have various clients that are in high level positions that could provide references for me as an advisor, and would gladly give you their names if you wished to develop a relationship with me in the future.