|Firm||Fiscal Private Client Services (Pty) Ltd|
Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
|Languages||English (in order of proficiency)|
|Tel||021 671 3175|
|Fax||021 671 8133|
Heather has a BA from UCT and the National Certificate in Wealth Management Level 5. She has also completed her Post Graduate Diploma in Financial Planning and is a member of the Financial Planning Institute.
Heather is a CERTIFIED FINANCIAL PLANNER® professional
FOCUSPre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
We provide financial planning and counselling services. We help clients prepare for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources.
Heather is a graduate of the University of Cape Town. Her experience in financial services was gathered first at the Old Mutual. In 1987 she was invited to be one of the founding staff members of FISC Investment Management, the private clients department of which subsequently became Fiscal Private Client Services (Pty) Ltd.
Initially Heather worked in administration but is now an experienced personal financial planner. Many of our clients appreciate Heather’s ability to be clear and practical when faced with important and sometimes, difficult issues. She has particular experience of the complexities and demands which individuals and families face when caring for an elderly relative.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R200000.00
Recurring monthly: R10000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes