PINELANDS FINANCIAL ADVISOR

Ms. LILIAN CALITZ
Ms. Lilian  Calitz
MEMBER SINCE 2009
Firm Lilian Calitz and Associates
Suburb Pinelands
Address 13 Hillrise, Pinelands, 7405
See Map
GPS -33.94323, 18.502492
FSP Licence 39245
Languages English and Afrikaans  (in order of proficiency)
Email
Tel 532 2780
Fax 0866 401 292
Qualifications

OUR PRACTICE CONSISTS OF CERTIFIED FINANCIAL PLANNERS® AND AN ASSOCIATE FINANCIAL PLANNER®

We have won 27 Consecutive International Quality awards and are Members of:
The Financial Planning Institute of S. A.,
The Financial Intermediaries Association, SAIT and Masthead.

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Financial Planning for Post Graduate Professionals and
Local and Offshore investment portfolio management.

OTHER SERVICES

  • Income Tax Planning
  • Wills and Trusts
  • Estate Planning
  • Investment and Retirement Planning

  • COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

    Satrix and Itransact
    Companies through which more than 30% of income is derived:
    Sanlam and PPS

    EXPERIENCE

    Our Snr. Independent Financial Planners and Wealth Managers, Lilian Calitz , Nicolette De Villiers and Ian De Jager cater for high net worth individuals. Lilian has over 25 years experience in the industry. Collectively, the staff at Lilian Calitz and Associates have over 41 years experience specialising in Financial planning for Post Graduate Professionals and Local and Offshore Investment Portfolio Management.

    ABOUT FIRM

    Our Practice consists of Investment specialists and Financial Planners, who are able to offer Comprehensive Financial Advice to our clients.

    Our success lies in our unbiased independent advice, a well researched team, the correct asset allocation based on our client’s investment risk profile, the active management of underlying investments and keeping a watchful eye on the underlying performance of our client’s Investment funds.

    We offer a one stop service to our Professional clients, including short term insurance, Business Insurance, Retirement and Estate Planning.   

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
    Recurring monthly: R500.00
    Remuneration Fee OR commission
    Legal structure of employer Close Corporation (cc)
    Number of staff 6 - 10
    Indemnity insurance Insurance: yes
    Value: R5000000.00
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


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