DURBANVILLE FINANCIAL ADVISOR

PETRI BEYERS
 Petri Beyers
Firm BKA Wealth (Beyers Kotzé & Associates (Pty) Ltd)
Suburb Durbanville
Address Unit 16, Wellington Office Park, Wellington Road, Durbanville, 7550
See Map
GPS -18.633671, 33.873694
FSP Licence 44765
Languages Afrikaans and English (in order of proficiency)
Email
Tel 0219760738
Cel 0718558300
Website www.bkawealth.co.za
Qualifications

Highest Qualifications:

CERTIFIED FINANCIAL PLANNER® Professional

Master of Business Administration (MBA)

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

FOCUS

Investment Planning and Retirement Planning
COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

EXPERIENCE

Petri is a Director and Senior Certified Financial Planner® at BKA Wealth and prides himself on establishing long term relationships built on sustainable solutions. He completed his Post Graduate qualification at the University of Stellenbosch and started BKA Wealth 8 years ago as a CERTIFIED FINANCIAL PLANNER®. He completed his MBA Degree (Master of Business Administration) which also allows him to structure business solutions for SME's and fully understand the complexities of operating in the South African commercial market. His scope of expertise starts with the young professional individual to the successful business owner and retiree.

He started his career at well renowned Boshoff Visser Chartered Accountants and Financial Services. After several years at the group he 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.  BKA Wealth (then Beyers Kotze & Associates) was established in 2012 as a truly independent financial advisory practice with one thing in mind - success of our client. We have partnered with the most successful investment houses and asset managers to structure tailored solutions both locally and offshore. Apart from investment solutions, we have house views on other pillars of financial planning and can provide bespoke solutions on insurance, tax and medical aid.

 

 

ABOUT FIRM

A Client is the most important visitor on our premises. You are not dependent on us. We are dependent on you. You are not an interruption in our work, but the purpose of it. You are not an outsider in our business, but part of it. We are not doing you a favour by servicing you. You are doing us a favour by giving us the opportunity to exist!

BKA Wealth was established in 2012 as a truly independent financial advisory practice with one thing in mind - success of our client. We have partnered with the most successful investment houses and asset managers to structure tailored solutions both locally and offshore. Apart from investment solutions, we have house views on other pillars of financial planning and can provide bespoke solutions on insurance, tax and medical aid.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R1000.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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