|Firm||Opulentus Wealth Management|
The Work Space building, No 1 Maxwell Drive, Sunninghill, 2191
|Languages||English, Afrikaans, Zulu (in order of proficiency)|
|H Dip Tax Law H Dip International Tax Law Postgrad Financial Planning Certificate in Financial Planning Advanced Certficate in Financial Planning-Investment Planning Certified Life Coach & NLP Practitioner Certified Executive & Business Coach Certified Creativity Coach|
FOCUSInvestments-local and offshore, Pre and Post Retirement planning, Fee based financial planning, Financial coaching
Fee based financial planning Financial Coaching Financial Wellness for Corporates & Businesses
OTHER COMPANIES REPRESENTED
Bridge Fund Managers
As a Certified Financial Planner and Financial Coach, I have accummulated numerous years of experience and earned my financial planning stripes at companies such as Liberty Life, ABSA Insurance & Financial Advisers and Private Wealth Management. I work with both individuals and businesses. I am passionate about empowering my clients with practical tools and knowledge around money matters to allow them to achieve financial freedom.
Opulentus Wealth Management is an advice led fee based financial Planning Practice based in Sunninghill, Johannesburg. At Opulentus Wealth we strive for life time relationships with our clients and we "invest in you", our client.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R5000.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes