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Mev. JUANITA COETZER Comments I Send to a friend I Print
 
Mev. Juanita Coetzer
MEMBER SINCE 2011
Firm Specialized Portfolio Solutions
Suburb Erasmuskloof | Map
Address C/o Nossob & Jochemus Street, Erasmuskloof, Pretoria
FSP License  FSP Licence 0
Languages Afrikaans, English (in order of proficiency)
Email
Tel
Qualifications


 
>Services
Financial Advisors Fields of Specialization: Risk cover - death, disability and Severe Illness benefits, as well as retirement planning and estate planning.
 
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Experience
Companies Represented  Financial Institutions South Africa
Companies through which more than 30% of income is derived:
Momentum
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: not specified
Recurring monthly: not specified
Financial Advisor Fees   Remuneration Commission only
Legal structure of employer
Number of staff in Financial Advisor organisation 11 - 20
Professional indemnity Insurance  Indemnity insurance Insurance: yes
Value: R1,000,000
MAP
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