| Firm |
Capital Financial Planning |
| Address |
36 Klein Wassenaar Rd, Lakeside, 7945
|
| Languages |
English, Afrikaans
(in order of proficiency) |
| Qualifications |
CERTIFIED FINANCIAL PLANNER®
Postgraduate Diploma in Financial Planning
JSE Registered Persons Exam (Equities)
Financial Planning Certificate (UK)
Bachelor of Commerce (Economics)
Member of the Financial Planning Institute of South Africa
Member of the SA Institute of Financial Markets
Member of the Chartered Insurance Institute (UK)
|
| Financial Advisors Fields of Specialisation |
Wealth Management Practice. Specialising in investment planning, specifically retirement income & international portfolios. Wills Trusts and Estates. |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Group Schemes
|
| Other Services |
Investment portfolio advice and ongoing management. Offshore/Foreign currency investments. Wills, trusts and estate planning. Domestic/International lending/capital raising. Banking advice. |
|
Hi,
At present, the main topic for discussion is "How should your advisor be
remunerated?"
I'm increasing being asked to act as a trustee and to charge an annual responsibility
fee, versus a fee on the assets under management. Clients have even requested
that this be linked to profitability. I then negotiate wholesale pricing and
rebate any commission.
It difficult to change the status quo, but I feel it really makes sense if you
want to act as a professional advisor. My interests are then 100% aligned to
those of the client. There’s no pressure to gather assets under management.
Food for thought.
Cheers
Shaun
You can follow me on twitter: shaun_burrow.
|
Private Banker at Fairbairn Private Bank
Senior Relationship Manager at Barclays Wealth
Financial Advisor at Lloyds TSB
Personal Banker at Barclays Bank
|
|
Shaun started Capital Financial Planning after over 10 years
in banking where he specialised in International Wealth Management.
We are a friendly, but professional firm, dedicated to providing outstanding
advice and service to our clients.
No enquiry is too small for us. We are happy to assist anyone who is looking
for an independent and professional wealth management service.
|
| Other Companies represented |
Various Int. Asset Managers
Bidvest Bank;
BoE Private Clients;
iTransact (ETF's);
Lloyds TSB International;
Nedgroup Investments;
Prudential;
Sasfin Securities; |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
1 |
