
okkie britz
financial planner
About
In the past few years , I have become very involved in the insurance and investment industry on different levels. Effective 01 December 2011 , I have decided to join All-Gen Wealth Management in December 2013 to strive to help my clients with their whole financial planning needs, from start to finish helping them to reach their financial/ wealth goals and assist with the various financial decisions that they face. Our new company will be a financial advisory company providing comprehensive financial planning services that delivers high quality financial planning advice with a support system for implementation and technical expertise. My services I can provide advice and assist you in the following financial fields: - Risk Planning ( death, disability , retrenchment and critical illness) - Investments - Planning towards your Retirement - Wills and Trusts - Employee benefits - Business Solutions - Healthcare - Tax benefits - Short term insurance
south africa
johannesburg
financial services
investments, financial planning, financial advisory, retirement, insurance, risk management, estate planning, disability insurance, financial risk, microsoft excel, investment management, wealth management, wealth, customer service, finance
Experience

financial planner
momentum consult

sales manager
all-gen group

financial planner
all-gen group
Education
university of the free state
north - west university / noordwes - universiteit
north - west university / noordwes - universiteit
business management
university of johannesburg
okkie britz's Contact Information
Phone
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