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| Employer |
Fundamental Investments (Pty) Ltd |
| Address |
5 Autumn Road, Baobab House, 1st Floor, Rivonia |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
Post graduate Diploma in Financial Planning
Dip. FMI (RAU)
Adv. PDFP (Employee Benefits ) (UOVS) |
| Financial Advisors Fields of Specialisation |
Employee Benefits, Private wealth management |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Stockbroking via Stockbrokers. |
| Fundamental Investments (PTY) Ltd is a financial services company based in Johannesburg, South Africa. The company offers personalized, transparent financial planning to individuals, as well as medium to large corporate companies. |
| Other Companies represented |
Altrisk, Ashburton, GAM, Standard Bank, RMB, HANSARD,Cadiz, INVESCO, BJM, Templeton and many more. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R400,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
3 - 5 |
