Protecting and Creating wealth for Clients REPRESENTING The BRANFIN GROUP – a franchise of Liberty Life.
Doing what’s best for my clients!
Registered Financial Planner Certificate in Hotel Management
HOW CAN I HELP YOU???
Are you looking for investment advice? Do you need tax advice? Would you like a second opinion on your current policies or investments? Do you need life cover? Is your business sufficiently covered?
I can help you by doing a full financial needs analysis and making certain recommendations based on the analysis. If there is something more specific that you require then please do not hesitate to ask – my advice is free.
Who am I:
I’m a dynamic financial adviser who joined the industry in 2006 after spending over 12 years in the Hotel Industry – a service orientated industry. Having lived and worked in Africa, The Middle East and Europe I have learnt so much about people, their culture, and what it means to look after my clients and give them the service they need and desire.
I got married in December 2008 to Donne and we live in Bordeaux South where we have bought a house. Donne and I have an infinite passion for wild life and we try to get out of the city and in to the bush where we enjoy the wild life as well as birding.
After the joining The Branfin Group in 2006, I learnt my trade under the mentorship of Derek Liebenberg who has taught me everything I know today.
I finished 2008 and 2009 as the top consultant in the Branfin Group and as one of the top 50 consultants in Franchise. I was also promoted to Sales Manager in 2009 where I now mentor and assist another team within our company.
As a franchise of Liberty we always strive to give our clients the best advice in terms of their needs.
We strive protect your life and that of your family, and to protect your assets and help you reach your financial goals.
Ask Yourself:
What would happen if I died or became disabled? Does my policy cover me and my family in such a way that we can maintain the same standard of living? If I got a heart attack or was diagnosed with cancer would my policy pay out enough to protect my assets and the well being of my family?
If you do not have any of the above cover, then who would pay the rent / bond, who would feed the family or yourself, how would you survive or what would you have to sacrifice to survive?
Providing Service Excellence in:
Personal Financial Planning
1) Family Security Plan
2) Child Education Plan
3) Medical Plan
4) Salary Guarantee Plan
5) Tax Planning
6) Foreign Equity Portfolio
7) Capital Gains Tax
Retirement Planning & Investments
1) Pension and Provident Fund
2) Deferred Compensation
3) Unit Trusts
4) Short term Investments
5) Progressive Retirement
6) Retirement Annuities
Estate Planning
1) Trusts
2) Wills
3) Estate Conservation
Corporate Financial Planning
1) Keyman Protection
2) Professional Liability Self Insurance Fund
3) Partnership/Shareholders Plan
4) Group Medical Lifestyle Benefit Plan
5) Risk Management
6) Pension/Provident Fund Administration
OTHER
1) Short term insurance
2) Taxation and accounting services
3) Legal assistance
4)Debt Consolidation/Redemption planning
CONTACT DETAILS
- Office (011) 801-9800
- Fax 086 509 6709
- Mobile 078 349 0557
- Email david.holmes@liblink.co.za
- I am also on Face book – fell free to add me as a friend.
- Please feel free to contact me for some free advice or to get a second opinion. We would love to help you!
- Donne and I on our wedding day:
South African Rand Exchange Rate
