BEREA FINANCIAL ADVISOR

Mr MIKE BORLAND
Mr Mike Borland
MEMBER SINCE 2005
Firm Borland Financial Services - member of FIRSTGLOBAL
Suburb Berea
Address G54 Musgrave Park, 18 Musgrave Rd, Berea, 4001
See Map
GPS -29.852370, 30.998899
FSP Licence 843
Languages not specified
Email
Tel 202 9113
Fax 201 8801
Website www.firstglobal.co.za
Qualifications
B.Comm LLB
CFP
Advanced Diploma in Investment Planning
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

Investment Management and Retirement Planning for private clients.
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

  • RMB International
  • NIB International
  • Orbis
  • Stanlib

Companies through which more than 30% of income is derived:
Investec

EXPERIENCE

  • 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.

ABOUT FIRM

OTHER LISTED MEMBERS OF THIS FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1000000.00
Recurring monthly: R5000.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R2500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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