DURBANVILLE FINANCIAL ADVISOR

PETRI BEYERS
 Petri Beyers
Firm Beyers Kotzé & Associates (Pty) Ltd
Suburb Durbanville
Address Unit 21 Wellington office Park Wellington Road Durbanville 7550
See Map
GPS -33.873694, 18.633671
FSP Licence 44765
Languages Afrikaans and English (in order of proficiency)
Email
Tel 0219760738
Cel 0718558300
Website www.beyerskotze.co.za
Qualifications

CERTIFIED FINANCIAL PLANNER professional

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment

FOCUS

Estate Planning and Retirement Planning
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

I started my career at well renowned Boshoff Visser Chartered Accountants and Financial Services. After several years at the group I joined Liberty Life as a financial adviser providing advice on insurance, investments, medical aid and corporate schemes. The constant shift in client needs to a more independent approach to financial services and products made the decision to become independent easy and therefore I joined Lifeforce Financial Services in Sea Point, Cape Town. The idea of Beyers Kotze & Associates initiated in 2012 and we now run a professional, fully independant firm.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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