| Firm |
Insurewell Financial Advisors |
| Address |
1A McIntyre Street, Parow, 7500 |
| Qualifications |
Matric; Natdip BusHRM; CFP - DAMELIN |
| Financial Advisors Fields of Specialisation |
Group Schemes |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| In Industry since 1992, started with Sanlam, Tholwana MIB, Wellsure; Insurewell.
Play & manage soccer team. Play tennis. |
| Other Companies represented |
MEDICAL AID: Bonitas; Prosperity Health; Fedhealth; Spectramed; Resolution Health.
SHORT TERM: Auto & General; Unity Insurance; Momentum Insurance.
LIFE: Odyssey; MS life; Prosperity Services |
| Companies through which more than 30% of income is derived |
Bonitas |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R10,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
3 - 5 |
