23 Webber street, South End, Port Elizabeth
|Life and Disability|
FOCUSLifestyle financial planning. Business assurance. Fee based advice.
Lifestyle financial planning, Comprehensive fee based financial planning.
The key individual, Dirk Groeneveld, has been in the Financial Services Industry for 24 years and has experience in the following areas: Life assurance; business assurance; retirement planning; estate planning; financial planning; employee benefits and short term insurance.
''''Nine years ago I realised that I was adding very little value to my clients'''' investment planning by working through life companies; mainly due to their costing structures and inflexible products. I subsequently decided to move from a commission to a fee basis, which is more client friendly, and also adopted the Lifestyle Financial Planning process.''''
Dirk was previously a provincial equestrian and is a keen trathlete who recently completed the Ironman in Port Elizabeth.
At Client Care we build personal relationships with our clients that are mutually beneficial and focus on helping them plan the life they want to live!
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: not specified
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes