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Retia De Vries
Financial Advisor at Avatar Global Consult Sa
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Work Experience
Financial Advisor
Jan 2017 - Present · 8 years
Csr
Aug 2016 - Jan 2017 · 5 months
10 day melt away
Area Sales Executive
Jun 2014 - Aug 2015 · 1 years and 2 months
Company Details
An unparalleled panel of high stature assurance advisers, global experts, with 50 years of assurance experience spanning four continents. Mission "Facilitating Financial Freedom". Description Avatar Global Limited prides itself in a holistic approach to assurance consultation, execution and the delivery of appropriate advice. Personal portfolio reviews / recommendations to ensure cost effective risk cover aligned with current requirements, and for investments reduced fees, improved capital growth and ROI related to risk profile, financial objectives and priorities. Wills – Single and Joint. New, or review and update existing to align with requirements and at no cost. Cost effective individual Risk cover – Life, Disability / Physical Impairment (capital and income) and Severe Illness. Business Assurance - addresses financial liquidity and security, and the sustainability of businesses in relation to shareholder and Buy and Sell agreements, Key Person assurance, contingent liability, loan accounts, future liability and compensation plans. Investments – lower RIY / improved ROI. Local and Offshore, lump sums, recurring contributions, income producing, tax effective investment planning. Estate planning to ensure liquidity, provide for dependents, and reduce Estate Duty and CGT exposure. Retirement Planning, to ensure sustainability of retirement funding. Preservation Funds, Retirement Annuities, Living and Life Annuities. Employee Benefits, Group Life and Disability, Severe Illness / Dread Disease Cover and Affordable Medical Insurance
Year Founded
2012
Social Media
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Industry
Financial Services
HQ Location
4 Broadacres Drive - Dainfern Dainfern Johannesburg, Gauteng 2174, ZA
Keywords
Life & Disability Insurance.Sales force development & rejuvenationIncome protection & Estate Planning & WillsBehavioralproductivity & activity managementTelemarketingMedical Insurance & Gap CoverInvestments & Wealth managementand C.E.B.
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