|Firm||Groom Investment Cons, Fish Eagle Fin Plan & GRLI|
124 Louis Thibault Drive,
Cape Town, 7441
|FSP Licence||FSP 13262|
|Languages||English, Afrikaans (in order of proficiency)|
|Cel||082 900 5391|
B.Economics - Univ. Stellenbosch
Advanced Diploma in International Tax & Offshore Centres - IAS/RAU
|Life and Disability|
FOCUSOffshore Portfolio compilation and management as well as Offshore Banking and Offshore Trust establishment and Emigration Advice and local portfolio compilation
OTHER COMPANIES REPRESENTED
Dodge & Cox,
Nedgroup Investments (IOM) Limited,
Old Mutual International,
Standard Bank Offshore Services.
Companies through which more than 30% of income is derived:
Nedgroup Investments, Isle of Man
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
|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
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.