Randmetro Financial Advisory CC
Details
Randmetro Financial Advisory CC is situated on 3A Verdi Avenue, Risidale, 2195
Randmetro Financial Advisory CC are advisors for life insurance, investments and personal insurance.
Our Objective: To provide our existing & potential Clients with an Individual Financial Plan, which covers the Pillars of Personal Financial Planning. Our fact finding will cover all aspects of your current financial position, objectives and future plans and will provide you with a detailed plan & proposal on how to implement and maintain the Plan.
Our Services
Personal Financial Planning: Estate, Retirement, Tax and Investment Planning
Life Insurance: Life and Disability Cover, Endowments, Preservation Funds, Income Protection, Guaranteed Income & Investment Plans, Retirement Annuities, Living & Compulsory Annuities.
Investments: Unit Trusts, Gilts & Bonds, Fixed Deposits, Unit Linked Investments, Offshore Investments & Money Market Accounts.
Employee Benefits: Group Life & Disability, Buy & Sell Agreements, Business Investments, Pension & Provident Funds, Key Person, Contingency and Loan Plans.
Personal Insurance: Household & Car Insurance, Commercial Insurance
Wills & Executor Services: Drawing up Wills & Intermediary Services in Deceased Estates
Remuneration: Fee based on Personal Financial Planning and Commission based on products through the various insurance companies, subject to client acceptance & approval.
Compliance Officer: Our Compliance Officers are Masthead Distribution Services (Pty) Ltd, a compliance practice approved by the Financial Services Board.


