WESTVILLE FINANCIAL ADVISOR

Mr. ALFRED MEEDING
Mr. Alfred Meeding
MEMBER SINCE 2011
Firm Adviceworx
Suburb WESTVILLE
Address Heritage Park, 51 Norfolk Terrace, Westville, Durban, 4000
See Map
GPS -29.833932, 30.913638
FSP Licence 44914
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0312790765
Cel 0824105799
Fax 0862679042
Website www.adviceworx.co.za
Qualifications
CFP
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Personal Financial Planning, including Risk protection, Investment and Retirement analysis using integrated wealth planning

OTHER SERVICES

Lifestyle Wealth Design

COMPANIES REPRESENTED




OTHER COMPANIES REPRESENTED

EXPERIENCE

22 Years in the Financial Planning Industry

A Certified Financial Planner

ABOUT FIRM

Clear empowering financial advice can only be achieved through a robust advisory process

Adviceworx offers you access to our globally regarded advisory process — the Adviceworx Lifestyle Wealth Design ProgrammeTM. The cornerstone of the Adviceworx Lifestyle Wealth Design ProgrammeTM is the achievement of lifestyle objectives, both during your working life and through retirement. The focus of the process is on your aspirational goals and ensuring that these goals are successfully achieved over time.

The process takes a holistic view of your financial wealth and ensures that all life's challenges are addressed, including protection of life, protection and growth of assets, as well as concerns such as erosion of spending power through inflation, debt management, tax and family responsibility.

The end result of the Adviceworx Lifestyle Wealth Design ProgrammeTM is a well-articulated strategy that will assist you in realizing your specific objectives and goals.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff > 50
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


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