| Firm |
Groom Investment Consulting cc |
| Address |
124 Louis Thibault Drive, Edgemead, 7441 |
| Languages |
English,
Afrikaans
(in order of proficiency) |
| Qualifications |
B.Economics - Univ. Stellenbosch
Advanced Diploma in International Tax & Offshore Centres - IAS/RAU |
| Financial Advisors Fields of Specialisation |
Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Offshore Investments
|
| Other Services |
Offshore Trusts
Offshore Bank Accounts
|
| 1986-1990 Old Mutual Unit Trusts - Production manager
1990-1991 London - Informal employment & Travel
1991-1995 Liberty Life - Broker Consultant
1995-1999 Syfrets International - International Consultant
1999 - to date Principal Member of Groom Investment Consulting cc |
Established in Feb 1999 after Brian left Syfrets International.
We are a dedicated offshore and local investment firm focussed on providing a personalised offering to individuals, be they already retired, self-employed or in other forms of employment locally and abroad.
We have clients in KZN, Gauteng, the Western Cape and overseas |
| Other Companies represented |
Stanlib,
Nedgroup Investments,
Orbis,
Ashburton,
Franklin Templeton,
Nedgroup Investments (IOM) Limited,
Sarasin,
Invesco |
| Companies through which more than 30% of income is derived |
Nedgroup Investments, Isle of Man |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
not specified |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |
