KENILWORTH FINANCIAL ADVISOR

HEATHER CROWSON
 Heather Crowson
Firm Fiscal Private Client Services (Pty) Ltd
Suburb Kenilworth
Address Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
See Map
GPS -33.971979, 18.462954
FSP Licence 12895
Languages English (in order of proficiency)
Email
Tel 021 671 3175
Fax 021 671 8133
Website www.fiscal.co.za
Qualifications

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

SERVICES
Retirement
Investments
Estate Planning
Offshore Investment

FOCUS

Pre-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.

OTHER SERVICES

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.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Ashburton and Element
Companies through which more than 30% of income is derived:
Acsis

EXPERIENCE

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.

ABOUT FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R200000.00
Recurring monthly: R10000.00
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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