EDGEMEAD FINANCIAL ADVISOR

Mr. BRIAN GROOM
Mr. Brian Groom
MEMBER SINCE 2007
Firm Groom Investment Cons, Fish Eagle Fin Plan & GRLI
Suburb Edgemead
Address 124 Louis Thibault Drive, Edgemead, Cape Town, 7441
See Map
GPS -18.558397, 33.858157
FSP Licence FSP 13262
Languages English, Afrikaans (in order of proficiency)
Email
Tel 021559 2272
Cel 082 900 5391
Website www.groominvestmentconsult.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 and local portfolio compilation

OTHER SERVICES

  • Offshore Trusts
  • Offshore Bank Accounts

  • COMPANIES REPRESENTED

    OTHER COMPANIES REPRESENTED

    Ashburton, Dodge & Cox, Glacier International, Nedgroup Investments, Nedgroup Investments (IOM) Limited, Old Mutual International, Orbis, Sarasin, Standard Bank Offshore Services.
    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
    • 2011 - to date owner & director of Intasure Life Pty Ltd, now called Fish Eagle Financial Planning Pty Ltd
    • 2014 - to date offshore specialist at Garden Route Life & Investments Pty Ltd

    ABOUT FIRM

    Established in Feb 1999 after Brian left Syfrets International.

    Groom Investment Consulting cc is 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 Eastern & 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: R7000000.00
    LATEST NEWS AND VIEWS

    Fee based financial services rendering is an important cog in the wheel of professional financial planning.  

    Rendering a personalised offering to each of our investors is paramount.

    In order to be in a position to do so, a strong relationship with each of our clients is built up over time so that we can get to understand our clients' aspirations in enough detail by getting to know where their passions lie.

    WHERE THIS FINANCIAL ADVISOR IS BASED
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