|Firm||Resolute Wealth Management|
Hampton Office Park,
20 Georgian Crescent East,
|Languages||English (in order of proficiency)|
|CFP®, Certified Financial Planner (Fellow of the Financial Planning Institute), Post Graduate Diploma in Financial Planning (University of the Free State), Advanced Diploma in Estate & Trust Administration (University of the Free State), BComm - Specializing in Marketing Management - Cum Laude (UNISA). Completed 3 registered person examinations (South African Institute of Financial Markets). Completed first level Representatives Regulatory examination & Key Individual examination)|
|Life and Disability|
FOCUSI specialise in compiling a comprehensive investment strategy for clients, which includes short, medium & long-term goals, long-term assurance & estate planning, as well as tax-free savings account.
Drafting of Last Will & Testaments
OTHER COMPANIES REPRESENTED
Glacier International, Brightrock, Fundsmith, PSG, Stanlib, Capital Legacy
Companies through which more than 30% of income is derived:
Allan Gray, Investec
I completed my Bachelor of Commerce degree in 2012, achieving Cum Laude, and joined Resolute Wealth after successfully completing 3 registered person’s exams which are evaluated by The South African Institute of Financial Markets. I obtained my Post Graduate Degree in Financial Planning in 2015 and successfully completed my CFP® board examination to obtain the highly regarded designation of Certified Financial Planner through the Financial Planning Institute of South Africa. I have since furthered my knowledge by completing my Advanced Diploma in Estate & Trust Administration, which provides additional benefits to our clients as I am able to draft Last Will & testaments for our clients. I am a Director, Private Wealth Manager & a Fiduciary Specialist within the company and I sit on the investment committee.
Resolute Wealth Management was established in 2004 as an independent wealth management practice. Our dynamic and qualified team is committed to giving tailor-made financial advice and investment solutions to all of our clients. We pride ourselves on professionalism, integrity, care, diligence and quality service. Our aim is to build long-lasting client relationships giving that personal touch through our approach to meet individual needs and to ensure wealth and prosperity for our clients. One of the most credible and valuable forms of marketing, and what we strongly believe in, is “Word of Mouth”. We pride ourselves in the fact that the majority of our clients are gained through referrals of existing clients. Currently, Resolute Wealth Management has in excess of 1000 clients and has approximately R2.5 billion of assets under management.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R10000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes
As it is our duty to always provide our clients with independent advise which is suited to their needs, we will always consider all forms of investments for our clients. However, due to the recent turmoil experienced locally, as well as to protect against our weakening Rand as we are an emerging market, it is always important to ensure that offshore investments are always incorporated into our clients portfolios, whether directly or indirectly.
We also believe that every person in South Africa should be making use of a tax-free savings account, to which they can contribute a maximum of R33,000 per annum, and R500,000 over their lifetime. This investment is completely tax-free and can assist in creating great liquidity for investors in retirement.