|Firm||NLD Financial Advisory Services|
19 Holborn Crescent,
Cape Town, 7441
|Languages||English and Afrikaans (in order of proficiency)|
|NQ4, Certificate in Financial Management (Damelin College)|
|Life and Disability|
FOCUS42 years as a Employee Benefits professional, now specialising in personal investments, pre-and-post retirement counselling.
OTHER COMPANIES REPRESENTED
Glacier, Stanlib, Nedgoup Investments, Capital Alliance
Companies through which more than 30% of income is derived:
Commenced in Financial services in 1973 at Old Mutual Employee Benefits. The highlights of my 45 year carreer are:
1. Director First Bowring Consultants and Actuaries 1990 - 1995 based in Cape Town;
2. Part of original Exco of Metropolitan Employee Benefits startup in 1996; Later Head Investment New Business and CRM.
3. From 2009 to date, co-owner of NLD Financial Advisory Services, a family run business since 1995, with representation in Western Cape, Eastern Cape and KwaZulu-Natal. After hours we are passionate about our lovely country and its wild life.
As a totally independent brokerage, we are not owned by or own shares in any service provider that we have a contract with. We are therefore able to offer clients with select products sourced only from the best-of-breed service providers. Independence ensures that there is no conflict of interest and the needs of our clients are placed first. Our personalised service and integrity sets NLD apart in an industry where receiving best advice is key. We have built strong, long-standing relationships with our clients as we understand that financial security is the greatest gift that you can give yourself, your loved ones and your staff.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R25000.00
Recurring monthly: R1000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes
INVEST OFFSHORE with as little as $1,500 by making use of AllanGray’s offshore platform.
This is a significant lowering of the previous minimum level of $10,000. So, in Rand terms, you can now invest from just R21,240 (based on current exchange rates) to R800,000 by making use of the AllanGray offshore platform which has a wide range of funds across the full spectrum of risk profiles.
While the annual offshore limit per individual is R1,000,000 before you need tax clearance, AllanGray capped the investment at R800,000 to allow you to take cash for spending when travelling overseas.
An added advantage is if you arrange currency exchange using Standard Bank who levy a handling fee of just 0.0005%! Yet each client has the freedom to select their own exchange control banking institution.
Investing offshore allows you to spread your investment risk across different economies and regions. It also gives you access to industries and companies that are not available locally and often performs better at times than local investments. It is an additional and important diversifier to any portfolio.
Contact your NLD advisor today
Cape Town: David Nicol; firstname.lastname@example.org; Cell (082) 856 0356, or Bryan Nicol; email@example.com; Cell (083) 564 3488
Port Elizabeth: Jason Nicol; firstname.lastname@example.org; Cell (071) 471 2020