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| Employer |
Ivan Moskoff Financials (Pty) Ltd |
| Address |
3 Ridge Lane, Golden Hill |
| Languages |
English, Afrikaans, Italian
(in order of proficiency) |
| Qualifications |
associate financial planner (fpisa)
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| Financial Advisors Fields of Specialisation |
Comprehensive Personal Financial Planning Service, including Assurance, Investments, Retirement, Medical, Offshore.
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| 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 |
I retain an association with a specialist Short-Term Insurance firm for all types of Individual and Commercial Insurance. |
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I started out in financial services in August 1986 when I joined North City Group, a Liberty Life sales agency. After 4 years I resigned to start my own independent practice viz. Ivan Moskoff & Associates CC, which I changed to Ivan Moskoff Financials (Pty) Ltd in 1999.
At the beginning of 2006, after two years of planning, I streamlined my services to focus on a limited number of clients, creating a Limited Client Practice or LCP. Hence I apply a self-imposed limit of a maximum 100 private clients, and 5 corporate clients to my practice.
My clients are mostly specialist medical professionals and company directors requiring a high level of personalized, bespoke service, combined with priority attention. All aspects of financial advice, portfolio structuring (assurance and investments) and related administration services are offered, in keeping with clients’ individual requirements.
The unique and often complex financial planning needs, objectives, and priorities of each individual client are regularly evaluated and assessed, and profiled accordingly. The guidelines contained in the ’Six Steps to Financial Planning’ are extensively and regularly applied.
New clients are welcomed and primarily introduced via client referrals.
Thank you. |
| 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 |
R750,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
1 |
