As a Financial Advisor and Professional Planner I will aim to plan my proposition around what clients
need and want, putting the client at the centre instead of the product. Sanlam today offer much more than the traditional risk
cover solutions, and have extended the product range to include life-style and
investment products tailor-made to suit clients individual needs.
I respect the responsibility to be in a unique position to offer
services, advice and solutions in so many different aspects relating to all
potential current and future needs. For example, if you want to
consolidate your portfolio I can perform an updated financial needs analysis
for you to reveal if your current plan is on track with your broad based and/or
specific goals.
We cannot reap the harvest unless we have invested the time and effort and
patience in planting and nurturing the fields - this of course starts with what
you want to plant in the first place!
- Stephen Covey on Planning (''The Law of the Farm'').
SERVICES
Financial Advisors Fields of Specialisation
Qualified Chartered Accountant CA(SA) + Post-Grad Diploma in Fin.Planning Law (FPI Board exam CFP).SAICA member. ACCREDITED FINANCIAL ADVISOR WITH LICENSED FSP
Services
Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Group Schemes
Other Services
Provident/Pension/RA & Preservation Funds,
Glacier platform/JSE access/Unit Trusts,
COBALT for Professionals,
Business Assurance,
Employee Benefits,
Umbrella Funds,
Estate Planning,
Disability Cover,
Dread Disease,
Income Protection,
Trusts & Wills,
Sanlam Liquid (Money-market) Accounts,
Home loans/Saving for Education,
Wealth Management.
LATEST NEWS & VIEWS:
EXPERIENCE
1)
Joined Sanlam in 2008 to become FIAS accredited financial advisor. Passed full PDFP (''CFP'' for FPI Board assessment exam) in 2009.
Professional Financial Planner Advise services that we provide:
All Sanlam
Life Long-term insurance Products (incl. Cobalt for Professionals /
Business Owners)
LISP
(Collective Investments)
Glacier
(Investment portfolio platform)
Free Financial
Needs Analysis, overview on personal current Investment portfolio and
written proposals.
2) Previous professional background & experience trained as a
CA(SA) since 1998:
Local commercial experience in Financial
Management; Risk/Expense Management, Strategic Financial Planning,
Budgeting and Forecasting, Business & Control Performance
Management/Analysis, External Auditing, Taxation, Trusts.
Overseas work experience in Financial Control and
Internal Auditing.
Public practice (big 5 firm) experience in
Accounting, External (national) and Internal (international) Auditing.
Extensive exposure to Financial management:
Control and accounting; Financial Control in Investment Banking,
Investment Asset Reconciliation; Adhoc Projects: Data reconciliation
projects (financial contract) roles.
Personal
interest:
Investments, financial markets and wealth management (value investing/Warren Buffet);
Trail/road running, hiking/mountains, lakes and oceans;
Travel and nature.
ABOUT FIRM
Sanlam Personal Finance
Planning & Wealth Management - Solutions:
Sanlam is well positioned to be the
Provider of Choice in relationship to its commitment in establishing long-term
relationships with its clients. Sanlam is exceptionally financial secure, with
Investment funds under management of over R 440 Billion (2007). Net
fund inflows in excess of R4 billion were achieved during the first four months
of 2008.
Sanlam respects my ability
to assist you with your financial matters and Sanlam backs the advice I give. I
adhereto the principles in the Codes of Ethics
prescribed by the Financial Planning Institute and that by SAICA (South African
Institute of Chartered Accountants) which stipulates that I must always enable
you to make an informed decision and that your interest will always come first. Lesyl Potgieter CA(SA), PDFP SAICA member
FAIS Accredited Financial Advisor Sanlam Life - Personal Finance division Constantiakloof branch Meersig Building 2, Constantia Boulevard,
Constantiakloof, South Africa.
Private Bag X8, Weltevredenpark, 1715, South Africa.
Tel +2711 470 4600
Fax +27 (0)866-750-915 (fax2email) Cell +27 (0)83 646 9818 Web www.sanlam.co.za URL http://lpotgieter.findanadvisor.co.za/
e-mail lesylpotgieter@sanlam4u.co.za
COMPANIES REPRESENTED
Other Companies represented
Glacier by Sanlam (LISP).
Companies through which more than 30% of income is derived
Sanlam
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted
Lump Sum
R5,000
Recurring monthly
R350
Remuneration
Commission only
Legal structure of employer
Listed Company
Number of staff in Financial Advisor organisation
> 50
Indemnity insurance
Insurance
yes
Value
R1,500,000
Please be sure to mention that you found this Financial Advisor on www.findanadvisor.co.za!
