Exclusive Access Trading 41
- Address
-
16 Oranje Street
Paarl
7646
South Africa - Ads
- Phone:
- +27 (0) 21 872 5923
- Fax:
- +27 (0) 21 872 0299
- E-Mail:
- Email contact form
- Website:
- http://exclusiveaccess41.co.za
Ian Cloete (Wellington):
Ian Cloete CFP Financial Services is a Certified Financial Planner (FSP NO: 7142).
Ian Cloete joined the Assurance Industry in 1992. A Financial advisor with Sanlam and Senior broker with ABSA,he established his own company, Ian Cloete Financial Services, in June 2000.
He optains his ILPA in 2000 and is a member of the Financial Planning Institute of South Africa.
Qualifications
- Personal Financial Planning
- Business Financial Planning
- Investment Planning
- Retirement Planning
- PPS
- ILPA
Representing:
Sanlam, Ou Mutual, Discovery Life, BOE, Momentum, Metropolitan Advisory retail, Liberty.
SERVICES:
- Bussiness Assurance
- Life and disability Assurance
- Medical Assurance
- Retirement Planning
- Estate Planning
- Capital Gains Tax
- Staff Salary Structuring
- Offshore Investments
- Buy & Sell agreements
- Short- Term Insurance
- Wills
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