
Evert Vosloo
IFA/HOD: Corporate Investments
About
Evert has been in the financial industry since 2002 and completed his RFP 1 & 2, RE 5 Regulatory examination for Representatives and his Certificate in Financial Planning in Milpark Business School.
He has been involved in numerous businesses in various sectors and has built a vast amount of experience and understanding in these various sectors.
“Big changes happen with small disciplines.”
Services Offered
- Personal risk planning for death, disability and severe illness.
- Business assurance and continuity planning
- Retirement panning
- Estate panning including wills and trust services
- Investments and Savings planning
- Corporate Employee Benefits
- Specialist in Corporate and Institutional investment