CBS Financial Planning
At Wealth Associates CBS Financial Planning in Bloemfontein they believe in the client, they believe that the client is the person that they work for. They also believe in themselves and their expertise and that they can make a difference in their client’s business.
Wealth Associates CBS Financial Planning pride themselves on their use of technology. They have managed to integrate all their systems and now function as a 90% paperless business. Their philosophy is that any investment journey starts by first covering the basic risks and achieving financial goals requires effective planning. Clients should retire with a massive investment portfolio and not a massive insurance portfolio.
|Directors||Theoniel McDonald (Managing), Marc du Plooy (Non-Executive), Gordon Yuill (Director)|
|Key individuals||Theoniel McDonald, Michelle Breitenbach|
Ian Loubser, Phillip Pieters, Louis Van Niekerk, Anine Nienaber, Sophia Fitchat, Vanessa Els, Chris de Wet
|An Authorised FSP||14224|
|Contact details||051 400 7000, firstname.lastname@example.org|
|Long-Term Insurance: Category A, B1, B2, C||X||X|
|Short-Term: Personal, Commercial||X||X|
|Pension Benefits: Retail, Group||X||X|
|Securities and Instruments: Shares||X||X|
|Participatory interests in Collective Investment Schemes||X||X|
|Health Service Benefits||X||X|