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| Firm |
Ngxumza Financial Services |
| Address |
20 Sierra Way Mandalay, Cape Town , 7785 |
| Languages |
Isi Xhosa, Isi Zulu and English
(in order of proficiency) |
| Financial Advisors Fields of Specialisation |
We do a holistic Financial Planning |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Short term insurance
Business Assurance
Group Schemes
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| Other Services |
Financial Planning; Wills and Estate planning; Education Plans; Funeral Covers; Administration of Estates,Tax Planning and Registration, Book Keeping & CC & Company Registration. |
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We have good offerings from our product suppliers especially for Funeral Covers, with a funeral benefit between R5000 and R50000 with added benefits such as transportation of the deceased to the place of burial from around the world free of charge if they die away from the home town, premium skip, no claim bonus etc.
Best rates on Retirement, Investment Planning. Best returns on lump sum investments/Single investment.
We offer Bond Covers, Education Plans, Income Protector, Pension Funds, Disability Cover, Employee Benefits such Pension Funds, Group Life Cover, Key man Insurance, Tax Planning etc.
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I have been a Financial Planner for 16 years representing various Product Suppliers, assisting clients in wealth creation and sustanaibility thereof.I have also worked for FNB as a Financial Planner for 3 years.
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This is a sole Propriator- Ngxumza Financial Services 36826 and I am the principal and I have four representatives working for the firm. The Firm is insured against claims of professional negligence, errors and omissions committed by its employees in their line of duty. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R30,000 |
| Legal structure of employer |
Sole Proprietor |
| Number of staff in Financial Advisor organisation |
3 - 5 |
