PSG HUMANSDORP FP · Planner. [email protected] JOHN LABUSCHAGNE Financial Planner: Short-Term...
Transcript of PSG HUMANSDORP FP · Planner. [email protected] JOHN LABUSCHAGNE Financial Planner: Short-Term...
PSG HUMANSDORP FP vorm deel van PSG se landswye netwerk van �nansiële beplanningskantore. PSG is 'n onafhanklike �nansiële dienste maatskappy wat 'n unieke gehalte-georiënteerde benadering ten opsigte van kliënte se �nansiële beplanningsbehoeftes bied. PSG is 'n �liaal van die PSG Groep wat op die Johannesburgse Effektebeurs genoteer is.
FINANSIËLE BEPLANNING EN PROFESSIONALITEIT
Die oorspronklike FILPA (Fellow of the Institute of Life and Pension Advisors) kwali�kasie is in 1998 vervang met die inbruikneming van die internasionale erkende professionele kwali�kasie CFP (Certi�ed Financial Planner / Geserti�seerde Finansiele Beplanner) kwali�kasie. Lede wat oor hierdie kwali�kasie beskik moet aan die volgende 5 vereistes voldoen :
oor 'n hoë vlak van kennis beskik 'n omvattende nagraadse eksamen aan die Universiteit van die
Oranje Vrystaat suksesvol afgelê het (wat 'n praktiese eksamen insluit) aan die etiese kode van FPI (Financial Planning Institute) voldoen moet oor 'n vereiste aantal jare ondervinding in die �nansiële
beplanning bedryf beskik moet voortdurende verdere opleiding ondergaan om op hoogte te
bly van veranderende �nansiële wetgewing
Hein Blume het die CFP kwali�kasie reeds in 2000 verwerf en kan dus aan kliënte van PSG Humansdorp FP �nansiële advies van hoogstaande gehalte bied. Verder het Hein Blume en John Labuschagne gesamentlik meer as 55 jaar ondervinding in hul onderskeie spesialis areas van �nansiële beplanning.
Die span van PSG Humansdorp FP se missie is om ons kliënte met omvattende en geïntegreerde �nansiële beplanning dienste te verskaf, gegrond op die beginsel van langtermyn verhoudings en gedryf deur :
tradisionele waardes vriendelike diens vertroulikheid en integriteit professionaliteit uitleef van PSG se etiese gedragskode
Ons het 'n gevestigde kliëntebasis regdeur Suid-Afrika en is trots op die feit dat meeste van ons nuwe kliënte na ons verwys word deur bestaande kliënte � 'n ware bewys dat ons kliënte tevrede is met ons advies en diens.
FINANSIËLE BEPLANNINGSDIENSTE
Ons omvattende dienste sluit in: Finansiële en aftreebeplanning Welvaart en Beleggingsbestuur / beplanning Boedelbeplanning en Trustadviesdienste (deur PSG �liale) Korttermynversekering (Persoonlik / Kommersieel / Agri) Aandelemakelaarsdienste (deur PSG �liale)
ETIESE GEDRAGSKODE
PSG Humansdorp FP is verbind om: Kliënte te adviseer met die hoogste vlak van goeie trou, integriteit,
professionele kennis en noulettendheid; Kliënte te voorsien van goedgekeurde produkte en dienste wat hulle
spesi�eke behoeftes die beste aanspreek; Toe te sien dat alle fondse van kliënte direk oorbetaal word aan die
betrokke �nansiële instansie; Die presiese bedrag van kommissie en fooie te openbaar; Te voldoen aan wetgewing wat die �nansiële dienste sektor reguleer.
®HEIN BLUME CFPPrinsipaal: PSG Humansdorp FPGeserti�seerde Finansiële Beplanner
In die �nansiële beplanning bedryf sedert 1989. 6 Jaar by Sanlam as Makelaarskonsultant. 5 Jaar by ABSA Makelaars as Senior Finansiële Beplanner. 13 Jaar eienaar en prinsipaal van 'n onafhanklike �nansiële beplanningspraktyk . Sluit Mei 2013 aan by PSG as Finansiële Beplanner.
JOHN LABUSCHAGNEFinansiële Beplanner: Korttermynversekering
In die Korttermynversekeringsbedryf sedert 1982. 4 Jaar by Santam as Area-bestuurder. 25 Jaar eienaar en prinsipaal van eie onafhanklike Korttermyn-versekeringspraktyk. Sluit in September 2011 aan by PSG as Korttermynversekeringsbeplanner.
REVÉ BLUMEFinansiële Beplanner Assistent
17 Jaar personeeldienste ondervinding. 5 Jaar Adminbestuurder by onafhanklike �nansiële beplanningspraktyk van Hein Blume. Sluit in Mei 2013 aan by PSG Humansdorp FP as Finansiële Beplanner Assistent.
LIZAAN PRETORIUSFinansiële Beplanner Assistent
5 Jaar by Sanlam Streekhoofkantoor Pretoria as Kliëntedienskonsultant. 8 Jaar by Sanlam as Finansiële Adviseur Assistent. Sluit in Julie 2013 aan by PSG Humansdorp FP as Finansiële Beplanner Assistent.
1 Assegaai Street Boskloof|PO Box 714 Humansdorp 6300|
T 042 291 0400 F 086 662 1518|
PSG HUMANSDORP FP
PSG Konsult Financial Planning is an authorised �nancial services provider. FSP 728
PSG HUMANSDORP FP is part of PSG's nationwide network of �nancial planning of�ces. PSG is an independent �nancial services company that provides a unique quality-orientated approach with regards to the �nancial planning of clients. PSG is a subsidiary of the PSG Group, listed on the Johannesburg Stock Exchange.
FINANCIAL PLANNING AND PROFESSIONALISM
The original FILPA (Fellow of the Institute of Life and Pension Advisors) quali�cation was replaced in 1998 with CFP (Certi�ed Financial Planner), an internationally recognised professional quali�cation. Members who have this quali�cation must meet the following �ve requirements:
must have a high level of knowledge must have successfully completed a comprehensive post graduate
examination at the University of the Orange Free State (including a practical exam)
must comply with the ethical code of the FPI (Financial Planning Institute)
must have the required number of years experience in the �nancial planning industry
ongoing training to stay abreast of changing �nancial legislation
Hein Blume already received the CFP quali�cation in 2000 and is equipped to provide PSG Humansdorp FP's clients with �nancial advice of outstanding quality. In addition, Hein Blume and John Labuschagne have collectively more than 55 years experience in their respective �elds of �nancial planning.
The team's mission at PSG Humansdorp FP is to provide our clients with comprehensive and integrated �nancial planning services, based on the principle of long term relationships driven by:
traditional values friendly service trustworthiness and integrity professionalism adherence to PSG's ethical code of conduct
We have an established client base throughout South Africa and we are proud of the fact that most of our new clients are referred to us by our existing clients. This is proof that our clients are satis�ed with our advice and service.
FINANCIAL PLANNING SERVICES
Our comprehensive services include: Financial and Retirement Planning Wealth and Investment Management/Planning Estate Planning and Trust advisory services (through PSG subsidiaries) Short-Term Insurance (Personal/Commercial/Agri) Stockbroker Services (through PSG subsidiaries) Trust and Estate Administration Services (by PSG subsidiaries)
ETHICAL CODE OF CONDUCT
PSG Humansdorp FP is committed to: Advise clients with the highest level of good faith, integrity,
professional knowledge and diligence;
Provide clients with accredited products and services which will appropriately address their particular needs;
Ensure that all clients� funds are always directly deposited with the relevant �nancial institution;
Disclose the exact amount of commission and fees earned;
Comply with legislation regulating the �nancial services industry.
®HEIN BLUME CFPPrincipal: PSG Humansdorp FPCerti�ed Financial Planner
Involved in the �nancial planning industry since 1989. Spent 6 years at Sanlam as Broker Consultant. 5 Years at ABSA Brokers as Senior Financial Planner. 13 Years as owner and principal of an independent �nancial planning practice. Joined PSG in May 2013 as Financial Planner.
JOHN LABUSCHAGNEFinancial Planner: Short-Term Insurance
In the Short-term insurance industry since 1982. Spent 4 years at Santam as Regional Manager. 25 Years as owner and principal of own independent short term investment practice. Joined PSG in September 2011 as Short-Term Insurance Planner.
REVÉ BLUMEAssistant Financial Planner
17 years HRM experience. 5 Years Administration Manager at independent �nancial planning practice of Hein Blume. Joined PSG Humansdorp FP in May 2013 as Assistant Financial Planner.
LIZAAN PRETORIUSAssistant Financial Planner
5 Years at Sanlam Regional Head Of�ce Pretoria as Client Services Consultant. 8 Years as Assistant Financial Advisor. Joined PSG Humansdorp FP in July 2013 as Assistant Financial Planner.
Assegaaistraat 1 Boskloof|Posbus 714 Humansdorp 6300|
T 042 291 0400 F 086 662 1518|
PSG HUMANSDORP FP
PSG Konsult Finansiële Beplanning is �n goedgekeurde �nansiële diensteverskaffer. RFD 728