|Firm||Borland Financial Services Group|
Unit 9 & 10,
10 Nollsworth Crescent,
La Lucia, 4051
|Languages||English (in order of proficiency)|
Advanced Certificate in Financial Planning (NQF level 6, SAQA no. 96750)
Regulatory Exam for Representatives (RE 5)
Regulatory Exam for Key Individuals ( RE 1)
|Life and Disability|
FOCUSInvestment Management and Retirement Planning for high net worth private clients.
OTHER COMPANIES REPRESENTED
Tammy has been involved in the Financial Services Industry since January 1995 and has over 20 years experience in financial planning.
Tammy has experience in and focuses on the management of investor’s total financial portfolios in the form of the following services:
Asset Management: Estate Planning; Investment Planning; Retirement Planning; Tax Planning, Personal and Business Insurance Planning.
Tammy is also registered with the Financial Services Board as a Representative of BFSG and is a member of the Financial Planning Institute.
Borland Financial Services Group is an independent financial advisory and wealth management business and was established in 1985.
Mike Borland and Sarah Drake are the shareholders and directors of the business having 55 years of combined industry experience.
Tammy Loots (Investment Wealth Manager) and Dee Sunny (Risk and Healthcare Specialist) both having over 20 years of industry experience, sit on the management team.
Our advisory team is backed up by an experienced, qualified and competent team of administrators with an average of 15 years service with Borland Financial Services Group.
Each client is regarded as an individual with unique circumstances and needs. We take pride in our personal level of service and advice and in the bespoke nature of the solutions applied to our client’s needs.
Our business has been built on trust and we have kept trust as the cornerstone of the relationships between the business owners, the business team members, the business and our product providers and importantly the business and our clients.
Borland Financial Services Group is one of 7 shareholders in Firstglobal Asset Management which is a national network of independent financial advisors around the country.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R1000000.00
Recurring monthly: R5000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes