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| Address |
17 SPORTS DRIVE FAIRLEADS, BENONI |
| Languages |
Afrikaans and English
(in order of proficiency) |
| Qualifications |
CFP® - Certified Financial Planner
Post Graduate Diploma in
Financial Planing (U.O.V.S.) |
| Financial Advisors Fields of Specialisation |
Comprehensive Financial Estate Analysis with the use of Trusts as a tax efficient vehicle, where appropriate. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Personal & Company Tax Returns, Wills, Setting up Inter Vivos Trusts & Salary Structuring |
10 Years experience in financial services industry.
Derick completed a three (3) year Post-Graduate Diploma
in Financial Planning at the University of the Orange Free State. (UOFS). A
qualification that is currently regarded as one of the highest in our industry… however, people don’t care about how much you
know, until they know how much you care.
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At BAS4 Financial Services we pride ourselves on a
personalized, hands-on approach to financial planning and by leading our
clients to cost effective, practical solutions in accordance with their needs.
We constantly strive for a customer-focused, high valued
business proposition, influenced by our core values: Honesty, Integrity, Quality, Respect and Leadership.
Through
sound advice, exceptional service and reliable people, you will achieve outstanding
results.
Quote: “The true
measure of leadership is influence ….. nothing more, nothing less” - John
Maxwell.
|
| Companies through which more than 30% of income is derived |
Discovery Health & Life |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R15,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
