PRETORIA FINANCIAL ADVISOR

MARCEL WASSERMAN
 Marcel Wasserman
Firm T&E FinOps
Suburb Pretoria
Address 627 Sibelius st, Lukasrand, Pretoria
See Map
GPS -28.218860, 25.764967
FSP Licence 15485
Languages English & Afrikaans (in order of proficiency)
Email
Tel 086 144 0666
Cel 0714383340
Website www.tefinops.co.za
Qualifications

B-Tech Marketing Management,

First Level Regulatory Examination: FSPs (sole proprietors) and Key Individuals in Categories I, II, IIA, III and IV,

First Level Regulatory Examination: Representatives,

Liberty Financial Advisor Training.

 

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Marcel is a contemporary financial advisor, who helps ELITE Business Owners & Entrepreneurs to grow and insure their wealth.

OTHER SERVICES

Marcel advises Business Owners how to invest so they have access to their investments, how to stabilise and increase their income, and how to insure their current financial position. Marcel will show you how doing a budget is killing your gains, how to plan to expand your business via smart investments. To Get Certainty About Your Financial Future, setup a meeting with Marcel.

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Santam, Auto & General, Mutual & Federal, AIG, Brightrock, Alexander Forbes, Profmed, Medihelp, etc
Companies through which more than 30% of income is derived:
Discovery

EXPERIENCE

Marcel is a successful Financial Advisor and investment specialist. He understands the path to financial freedom and early retirement and coaches people over their lifetimes to attain this goal. This is his passion and love.
 
He has an entrepreneurial approach to work, and always focuses on creating a return on investment for his company or clients. With his experience he brings order to the chaotic world of property investing and digital business.
 
He has trained with the business coaches in South Africa and the world including JT Foxx, George Ross, Coert Coetzee, Barry Mitchell, Dolf de Roos, etc. See his site at MarcelWasserman.com for more info. Marcel also has a 4 year degree in Marketing.
 
If you are a smart and savvy business owner, Marcel would love to talk to you, please contact him via the contact form.

ABOUT FIRM

T&E FinOps (Pty) Ltd is an authorised Financial Service Provider established in 1998. Esmé Theron, the director and main shareholder, has a BPL Honors Degree and is a CERTIFIED FINANCIAL PLANNER® professional with more than 25 years experience in the financial and insurance industry. T&E FinOps is contracted to all the major insurance companies in South Africa.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R65000.00
Recurring monthly: R1000.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R25000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.