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Savannah Simmons
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Work Experience
Financial Planner
Nov 2022 - Present · 2 years and 2 months
Buchner Financial Consultants
Paraplanner
Jan 2022 - Nov 2022 · 10 months
Paraplanner/Financial Planner
Apr 2016 - Dec 2021 · 5 years and 8 months
Company Details
We are a boutique, independent financial services business that prides itself on a great team, excellent advice, and hand-picked financial solutions from across the market for our clients. Our purpose is to build and better our advisors lives and skills through mentorship, partnership and multiple income streams, with an eye on the future to create meaningful relationships through inclusivity, transparency and sharing across the board. The better off the advisor, the better off the client. Visit our socials: Instagram: @stratpointfas Facebook: https://www.facebook.com/stratpointfinancial
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services
HQ Location
2 Ncondo Place Block A Umhlanga Ridge, Kwa Zulu Natal 4319, ZA
Keywords
Personal Financial PlanningBusiness Financial PlanningTax PlanningInvestment PlanningRetirement PlanningInsuranceShort Term InsuranceMedical AidEstate PlanningWills
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