Valerie Ho Dunne

I am married and have beautiful twin sons born in 2007. I am a passionate, dedicated, enthusiastic and energetic individual who enjoys assisting and meeting different people. I enjoy listening to music, reading and road running.

Educational

I graduated with a Degree in Business Administration in September 2007 majoring in Human Resources and Finance.

Professional Background :

My previous work experience is in Human Resources specifically in Administration and Recruitment. I joined the Branfin Group in November 2008. During my time at the Branfin Group, I have thoroughly enjoyed meeting people from different walks of life and have thrived on the challenges that I have faced daily especially in these turbulent times. My passion is to assist and guide my client’s with the creation, management and protection of their wealth.

Personal motto

I have a passion for helping and empowering people with creating awareness of their financial circumstances. I firmly believe that providing the best service, advice and knowledge enables people to be better prepared to understand the choices and options available to them.

I specialise in providing the following services to all my clients :

Personal Financial Planning

1) Life cover: Family Security Plan.
2) Disability cover: Income protection.
3) Investments: Creating Wealth.
4) Child Education Plan.
5) Medical Aid.
6) Basic Tax Advice.
7) Capital Gains Tax.

Retirement Planning & Investments

1) Retirement Annuities.
2) Pension and Provident Fund.
3) Unit Trusts.

Estate Planning

1) Estate Conservation.
2) Trusts.
3) Wills.

Corporate Financial Planning

1) Pension/Provident Fund Administration.
2) Keyman Protection.
3) Professional Liability Self Insurance Fund.
4) Partnership/Shareholders Plan.
5) Loan Account Profit Plan.
6) Group Medical Lifestyle Benefit Plan.

CONTACT DETAILS

Valerie Ho Dunne
Financial Advisor
Telephone:(011) 801-9800
Facsimile:(011) 465-2072
Cellular:082 532-3282
Email:valerie.hodunne@liblink.co.za