| Firm |
Borland Financial Services - member of FIRSTGLOBAL |
| Address |
G54 Musgrave Park, 18 Musgrave Rd, Berea, 4001 |
| Qualifications |
B.Comm LLB
CFP
Advanced Diploma in Investment Planning |
| Financial Advisors Fields of Specialisation |
Investment Management and Retirement Planning for private clients. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
|
- Practising Attorney - specialised in Administration of Estates and Trusts, and management of Trust assets
- Legal Adviser, Old Mutual - specialised in Trust and Estate Planning, Business Assurance, and lecturing financial advisers in theory and practice of financial planning.
- Established Borland Financial Services in 1985 - specialised in local and offshore investment planning and asset management for HIGH NET WORTH FAMILIES AND INDIVIDUALS
- I am a founder member of FIRSTGLOBAL Group
- I am a family man and enjoy water sports including surf ski racing, long distance and white water canoeing, scuba diving and sailing. Also interested in wildlife and nature conservation.
|
| Other Companies represented |
- RMB International
- NIB International
- Orbis
- Stanlib
|
| Companies through which more than 30% of income is derived |
Investec |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R1,000,000 |
| Legal structure of employer |
(Pty) Ltd company |
| Number of staff in Financial Advisor organisation |
6 - 10 |
