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| Employer |
Lilian Calitz and Associates |
| Languages |
English and Afrikaans
(in order of proficiency) |
| Qualifications |
Our practice consists of CFPs and AFPs. Winner of 19 Consecutive International Quality awards.
Members of the Financial Planning Institute of S. A.
Members of the Financial Intermediaries Association
Masthead Members. |
| Financial Advisors Fields of Specialisation |
Financial Planning for Post Graduate Professionals and
Local and Offshore investment portfolio management. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
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| Other Services |
Income Tax Planning
Wills and Trusts
Estate Planning
Investment and Retirement Planning |
Our Snr. Independent Financial Consultants and Wealth Managers, Lilian Calitz, Joy Pieret, Ian De Jager and Tapfuma Chigwada cater for high net worth individuals. Lilian and Joy each have 22 years experience in the industry, but collectively, the staff at Lilian Calitz and Associates have over 50 years experience specialising in Financial planning for Post Graduate Professionals and Local and Offshore Investment Portfolio Management. |
Our firm consists of 3 Investments specialist and 3 Financial Consultants, who are able to offer Comprehensive Financial Advice to clients.
Our success lies in our unbiased independent advice, a well researched team, the correct asset allocation based on our client’s risk profile, the active management of underlying investments and keeping a watchful eye on the underlying performance of our client’s Investment funds.
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| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |
