okkie britz

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

Country

south africa

City

johannesburg

Industry

financial services

Skill

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

momentum consult

financial planner

momentum consult

2020-8 - Present · 6 yrs 2 mos
all-gen group

sales manager

all-gen group

2015-7 - 2016-6 · 1 yr
all-gen group

financial planner

all-gen group

2013-12 - Present · 12 yrs 10 mos

Education

university of the free state

university of the free state

2015-1 - 2017-1 · 2 yrs 1 mo
north - west university / noordwes - universiteit

north - west university / noordwes - universiteit

2007-1 - 2011-1 · 4 yrs 1 mo
north - west university / noordwes - universiteit

north - west university / noordwes - universiteit

business management

2010-1 - 2011-1 · 1 yr 1 mo
university of johannesburg

university of johannesburg

2013-1 - 2015-1 · 2 yrs 1 mo

okkie britz's Contact Information

Email

******@***.com

Phone

(**) *** ****

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