|Firm||Deltrofusion Financial Solutions|
Office 119, Office Block A,
1120 Hertzog Street,
|Languages||Afrikaans, English (in order of proficiency)|
Diploma in Business management
Diploma in Wealth Management
Representatives examination 1
|Life and Disability|
FOCUSOffshore Investments | Post retirement planning | Retirement planning | Investment Trust | Business insurance J 12 Investments Private Equity
OTHER COMPANIES REPRESENTED
Old Mutual Private client securities
Old Mutual Tailored Fund Portfolios
Companies through which more than 30% of income is derived:
8 Years experience.
Multiple Old Mutual adviser awards.
Old Mutual Wealth Integrated wealth Planner for 2 years.
Deltrofusion financial solutions is an Old Mutual Agency franchise that has been around since 2015.
We specialise in all assets of Life and risk cover as well as investments and retirement planning.
We are annually one of the top Old Mutual agency Franchises in the country and we pride ourselves on our family orientated work environment.
We strive to be the best in service and to develop our advisers to be the best in the country.
Our Values are:
Honesty, Integrity and putting the client's needs first.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R400000.00
Recurring monthly: R1000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: no|