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DANIE DELPORT |
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Firm |
Geonet Consulting |
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Suburb |
Lyttelton |
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Address |
1038 Clifton Avenue, Lyttelton, 0157 |
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GPS |
-25.850223, 28.205958 |
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FSP Licence |
2409 |
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Languages |
English, Afrikaans (in order of proficiency) |
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Tel |
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Cel |
0824185552 |
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Website |
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Qualifications |
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B.Com (Hons) Business Management |
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SERVICES |
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Retirement |
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Investments |
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Estate Planning |
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Life and Disability |
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Business Assurance |
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Offshore Investment |
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Group Schemes |
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FOCUS
My services: - Financial Planning - Estate Planning - Investment Planning - Retirement Planning - Business Succession Planning
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COMPANIES REPRESENTED |
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Liberty
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EXPERIENCE |
I've worked at the follwing Financial Services Institutions
Liberty Life
Barclays Africa
Standard Bank
SA Reserve Bank
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ABOUT FIRM |
As management of Geonet Consulting we strongly believe that Financial wellness starts with by having a Financial Plan, that is why our skilled advisory team is accredited as well as registered with the Financial Services Board.
They strive to deliver solutions based on the needs of our clients, delivered within the legislative framework of the South African Financial services industry and with the full support and .product range of Liberty and Stanlib.
Structure and support is important and this foundation is created with the assistance of the experienced members of our administrative team, we believe in running a tight ship and audits on a regular basis failed to prove otherwise.
We proud ourselves that as a team we have industry experience of more than a hundred years, backed by a wide range of products that covers the protection and creation of wealth for our individual, business and corporate clients. Be assured whether its service on an Individual or Corporate level, we strive to do our best.
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BUSINESS PRACTICES |
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Minimum Levels of Premium/Investment accepted |
Lump Sum: R150000.00 |
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Remuneration |
Commission only |
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Legal structure of employer |
(Pty) Ltd company |
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Number of staff |
21 - 50 |
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Indemnity insurance |
Insurance: no |
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LATEST NEWS AND VIEWS |
As a Liberty Life Financial Advisor, I help clients to pursue and obtain their financial goals and needs so that they have more Peace of Mind to protect their future and that of their loved ones.
My passion is to show clients how to use Financial Planning Solutions to protect, accumulate, preserve, and distribute their wealth!
Contact me if you:
- want information or advice on how to ensure that you and your family are protected against all odds in life.
- wants to ensure you have enough money to live comfortably at retirement.
- are looking for financial solutions to accumulate and preserve your wealth.
- want to protect and secure your income.
- want personalised strategies to all of your Wealth Planning needs.