| Firm |
Ivan Moskoff Financials (Pty) Ltd |
| Address |
3 Ridge Lane, Golden Hill, Somerset West, 7130 |
| Languages |
English, Afrikaans, Italian
(in order of proficiency) |
| Qualifications |
associate financial planner (fpisa)
(re1 and re5 exams completed Sept 2011) |
| Financial Advisors Fields of Specialisation |
Bespoke Financial Planning Service within a Limited Client Practice. |
| Services |
Retirement Planning
Investments
Life and Disability Assurance
Business Assurance
Offshore Investments
|
| Other Services |
Affiliation to a specialist Short-Term Insurance company for Individual and Commercial Insurance. |
|
My career in financial services began in August 1986 when I joined the North City Group, a Liberty Life sales agency.
In 1990 I resigned to start my own independent practice Ivan Moskoff & Associates cc, and changed to Ivan Moskoff Financials (Pty) Ltd in 1999.
After much planning, in January 2006 I decided to streamline my service offering to a limited number of clients via a "Limited Client Practice" or LCP. In this way I could provide a bespoke, very personalized service to no more than 90 private clients, and 4 corporate clients, which is how my practice has been operating ever since.
My clients are predominantly specialist medical professionals and company directors who require high levels of personal service, combined with priority attention. I provide various aspects of financial advice, including personal insurance and investment portfolio services, and related administration services, according to each clients’ individual requirements.
The complex nature of financial products and planning requires a focussed approach, taking into account the objectives and priorities of each client. Such objectives are regularly evaluated and assessed, using the guidelines from ’Six Steps to Financial Planning’. In this way my clients' portfolios remain efficient and well-structured.
I retain a high degree of independence and have no tied association or agency with any particular financial institution. This allows me to opearte independently and objectively, and select financial products that are most suited and appropriate to each client's life stage.
New clients are primarily introduced by referrals from satisfied cllients and are very welcome. |
| Other Companies represented |
Sygnia Life |
| Companies through which more than 30% of income is derived |
Discovery Life, Allan Gray Limited |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |
