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| Qualifications |
B.Comm(Hons.)(Stellenbosch) majoring in Investments and Finance(1988)
ILPA(1997)
Cerified Financial Planner Professional |
| Financial Advisors Fields of Specialisation |
Our company has specialists in different fields to help solve our clients needs. Securing your health and wealth. |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Offshore Investments Group Schemes
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| Aurum Trust was founded in 1990 and is a established financial services provider with clients throughout South Africa, neighbouring countries and even abroad. We have professional and loyal staff with industry related experience of more than 80 years. |
| Other Companies represented |
mCubed Administrators,
Bond Street |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |