|Firm||SFP Wealth – Dave Connon & Associates Office|
1st Floor Lifetime House, 32 Kelly Rd, Boksburg, East Rand, 1459
|Languages||English (in order of proficiency)|
Certified Financial Planner Licensee.
|Life and Disability|
FOCUSPre and Post retirement Planning Including Corporate Group Schemes. We have been doing Financial Needs Analysis for our clients for at least 15 years.
Full FAIS Financial Needs Analysis.
OTHER COMPANIES REPRESENTED
Dave joined the financial planning industry in South Africa in February 1975.
He has qualified for many industry awards, addressed large groups, both as a trainer, and also as a guest speaker for various public organisations such as Jaycees, Rotary and several Chambers of Commerce.
He has qualified as a Fellow of the Institute of Life and Pension Advisors (ILPA). Dave is a Certified Financial Planner licencee. This qualification requires strict adherence to a code of ethics and General Accepted Planning Practices, together with an ongoing education requirement. He has qualified for membership of the Million Dollar Round Table since 1991, qualifying as a Honour Roll member & TOP OF THE TABLE for 2005 onwards to date (which puts him in the top 1% in the world in the assurance industry). Although Dave has the necessary qualifications, his over 30 years of practical experience ensures that your plan will be both theoretically sound and realistic. Many of his clients have been working with him in planning their financial futures for 20 years or longer, and almost all of his new clients are referred to him by satisfied clients.
We are a tight knit group and our success is because our back office support ladies (all 4 of them) are well qualified and dedicated to client service. "Do you want to speak to the man in charge or the ladies who know what is going on ! ?"
They are the ingredient that makes it all work so well !
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes
Our pre and post retirement planning is based on diversification of asset classes including offshore assets where appropiate.We often use different products with a variety of companies to maximise tax saving whilst maintaining a good deal of liquidity in the portfolio to ensure an "emergency fund" is kept available.