| Firm |
Ascor Financial Advisors CC |
| Address |
Ascor House, Persequor Techno Park, Meiring Naude Ave, Pretoria |
| Languages |
Afrikaans & English
(in order of proficiency) |
| Qualifications |
CFP® CERTIFIED FINANCIAL PLANNER®
Advanced CFP® (Investments and Estate Planning)
Professional Accountant (SA)
Registered Tax Practitioner
BCom (Hons) Internal Auditing
Postgraduate Diploma - Advanced Taxation,
Postgraduate Diploma - Financial Planning,
Advanced Postgraduate Diploma - Investments and Estate Planning |
| Financial Advisors Fields of Specialisation |
Certified Financial Planner with Advanced Post Graduate studies in(Investments, Estate Planning & Tax) holistic financial planning, Business Planning & Taxation |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Tax, Accounting & Auditing |
| Pension Planning Seminars - dates and venues to follow |
Wouter Fourie - the Professional Independent Financial Planner.
Wouter is an Advanced Post Graduate qualified Financial Planner (Investments and Estate planning) with more than 14 years experience in the field of holistic financial planning. Also a qualified Professional Accountant with postgraduate qualifications in advanced taxation. He has a passion for his profession and strives to provide the highest quality of advice based on years of experience and an in depth analysis of available options. Licensed as a FSP Professional, Independent, Competent, Financial Planner being fit and proper |
| Ascor™ Group of Companies offers a broad range of dynamic financial solutions for individuals and every type of business. Whether your business is still in its infancy or has been established for a number of years, we at Ascor™ believe we have the capability to maximize your company’s profitability. Ascor™ is also known as ’Mine Rehabilitation’ finance experts. With some of the best qualified Financial Advisors in South Africa, we know that we can and will provide superior advice and services. For more info visit our website at www.ascor.co.za |
| Other Companies represented |
SASFIN, Stanlib, Altrisk, FMI |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
21 - 50 |
