|Firm||Lilian Calitz and Associates|
13 Hillrise Way, Pinelands, 7405
|Languages||English and Afrikaans (in order of proficiency)|
|Fax||0866 401 292|
OUR PRACTICE CONSISTS OF CERTIFIED FINANCIAL PLANNERS® AND AN ASSOCIATE FINANCIAL PLANNER®
|Life and Disability|
FOCUSFinancial Planning for Post Graduate Professionals, Investment and Retirement planning and Local and Offshore investment portfolio management.
OTHER COMPANIES REPRESENTED
Sanlam Private wealth, Satrix and Itransact
Companies through which more than 30% of income is derived:
Sanlam and PPS
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.
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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R500000.00
Recurring monthly: R500.00
|Remuneration||Fee OR commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes