MENU

Marise Smit, Brenthurst Wealth

FSP no: 7833

Summary

Marise is a Certified Financial Planner ® and is based at the Brenthurst Pretoria office. She holds a B.Com (Hons.) degree obtained at the University of the Pretoria as well as a Postgraduate Diploma in Financial Planning obtained at the University of the Free State. She started her career in 2013 at PSG as a financial planning assistant where she gained valuable experience. She joined Brenthurst Wealth as a financial advisor in 2015. She now focuses on financial planning and investment strategy.

Region:

Contact details:

Contact Number: 0123478240 / 0727953604
 
Address: 494A Lois Avenue, Erasmuskloof X3, Pretoria
 
Website: http://www.brenthurstwealth.co.za

Company Info

Brenthurst Wealth has five offices countrywide, providing independent financial advice by experienced and highly qualified financial advisors.

The company has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, long term insurance, wills and estate planning.

Brenthurst Wealth was one of the first companies to receive the FPI Approved Professional Practice™ accreditation, the premier accolade and recognition of adherence to the highest standards of professionalism and service in the financial planning industry.

The Approved Professional Practice™ accolade is only bestowed upon a practice once certain rigorous criteria have been met, which include, amongst others, that at least 60% of the planners are Certified Financial Planners and at least one CFP® professional is a key individual.

The company was established in 2004 and has an established track record of exceptional service to clients and maintains a high client retention rate.

Follow us:

Search Articles:Advanced Search
Click a Company:
server: 172.16.0.14