EDGEMEAD FINANCIAL ADVISOR

Mr. BRIAN GROOM
Mr. Brian Groom
MEMBER SINCE 2007
Firm Groom Investment Consulting cc and Intasure Life
Suburb Edgemead
Address 124 Louis Thibault Drive, Edgemead, 7441
See Map
GPS -18.558397, 33.858157
FSP Licence FSP 13262
Languages English, Afrikaans (in order of proficiency)
Email
Tel 559 2272
Cel 082 900 5391
Fax 086 616 0762
Website www.groominvestmentconsulting.co.za
Qualifications
  • B.Economics - Univ. Stellenbosch
  • Advanced Diploma in International Tax & Offshore Centres - IAS/RAU
  • SERVICES
    Retirement
    Investments
    Estate Planning
    Life and Disability
    Offshore Investment

    FOCUS

    Offshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice

    OTHER SERVICES

  • Offshore Trusts
  • Offshore Bank Accounts

  • COMPANIES REPRESENTED

    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

    EXPERIENCE

  • 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
  • ABOUT FIRM

    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

    BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: not specified
    Recurring monthly: not specified
    Remuneration Fee and Commission
    Legal structure of employer Close Corporation (cc)
    Number of staff 2
    Indemnity insurance Insurance: yes
    Value: R5000000.00
    WHERE THIS FINANCIAL ADVISOR IS BASED
    COMMENTS


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