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| Firm | PDPI |
| Suburb | Centurion |
| Address |
3 Augusta Palms Street,
Eldoraigne,
Centurion, 0157
See Map |
| GPS | -28.161467, 25.861702 |
| FSP Licence | 51115 |
| Languages | English, Afrikaans (in order of proficiency) |
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| Tel | |
| Cel | 0719611451 |
| Website | www.pdpi.co.za |
| Qualifications | |
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B com Accounting B com Accounting Honours Certificate in the Theory of Accounting Registered CA (SA) Level 1 of the CFA exam |
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| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
I am a qualified Chartered Accountant CA (SA) with vast experience in personal wealth creation. I specialise in investment management and structuring.OTHER SERVICES
Mining rehabilitation guarantees
OTHER COMPANIES REPRESENTED
Guardrisk
SGI
Lombard
Centriq
After qualifying as a CA (SA), I worked as the CFO of a large scale mining operation and started my own financial services business based on the needs I saw whilst in the market.
I am now trusted by both corporates and individuals to manage their every need financially.
When not working, you will find me enjoying the outdoors with friends and family.
PDPI was established by entrepreneurs for entrepreneurs.
It is our goal to see you succeed in every aspect of business and personal wealth.
We understand the current economic environment and all the challenges associated with it.
We are the independent advisers that can take you from surviving to thriving sustainably.
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R500.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | (Pty) Ltd company |
| Number of staff | 1 |
| Indemnity insurance | Insurance: yes Value: R1000000.00 |
The importance of an independent financial adviser cannot be neglected in today's market. A decent adviser will coach clients and be able to manage their expectations regarding the different market conditions that are prevalant at the time, based on the investments selected.
Give us a call @PDPI to experience top-class advice.
