financial advisor trusted financial planning group 7 advisory services
DESCRIPTION
Group 7 Advisory ServicesGroup 7 Advisory Services - Financial Planning you can trust. For individuals, SME's and Company'sWe strive to build long lasting relationships with our clients and to assist them in planning for their financial future.Provide the following services: Financial Advice, Planning, Needs Annalysis, Pension, Provident, Retirement Annuities, Savings, Investments, Endowments, Education Plans, Estate Planning, Bond Applications and credit approval, bridging finance, trusts, Property investments, Private investments, Government Employees Pension Fund, GEPF, Short Term Insurance, Bond Cover, Life Cover, Medical Aid, Preservation Funds, Vehicle insurance, Business Assurance, Employee Benefits, Group life, Disability cover, linked investments, collective investments, death cover, funeral benefit, impairment benefit, Indemnity insurance, Property Rental agents, Lumpsum investments, Pre and Post retirement planning, Review of Portfolio, Sponsering of School functions and family events. SANLAM / LIBERTY / METROPOLITAN / ALTRISK / OLDMUTUALGROUP 7 SEVEN ADVISORY SERVICES67 SALISBURY STREETBOSTON EST7530TRANSCRIPT
Trusted Financial Planning
W W W . F T F P . C O . Z A
G R O U P 7 A D V I S O R Y S E R V I C E S
Page 1
“I strive for excellence and aim
to set a benchmark for others
in the industry. My goal is to
restore people’s faith and
confidence in financial advisers
and in the financial industry as
a whole. My aim is to build
long-term relationships based
on trust“
T Y R O N F O R E M A N FINANCIAL ADVISOR
GROUP7 ADVISORY SERVICES – INDEPENDENT BROKERAGE
or the past 7 years I have worked in the financial industry and
have gained valuable insight and experience in handling my
client’s finances. I take great honour in the responsibility and trust
placed on me by my clients in handling their finances thereby
making sure they have financial security. It brings me great joy in
helping my clients plan in order for them to grow financially and in
terms of new additions.
I use a holistic approach and base my advice on the true needs and
well-being of my clients and their families. My client’s needs always
come first and therefore I will use every resource available to me to
ensure my client’s needs are fully met in a professional, trusted and
friendly manner.
I strive for excellence and aim to set a benchmark for others in the industry. My goal is to restore people’s faith and
confidence in financial advisers and in the financial industry as a whole. I have firm morals and beliefs for which God is the
foundation.
For Wealth Protection I can advise you on the following:
Death, Dread Disease, Critical Illness and Disability
Goal Setting (Future Goals, Objectives and Life Stages)
• Funeral Benefits/Plans
• Education Planning
• Mortgage Protection / Bond Cover
• Life Insurance Cover & Reviews
• Tax Planning & Tax preparation Assistance
• Medical Aid & Insurance
• Short Term Insurance Products
• Estate Planning (Extremely Vital part in the process of
Financial Planning); Setting up of last will and testaments,
setting up and the registering of trusts.
For Wealth Creation I can advise you on the following:
• Personalized Retirement planning solutions
o Personal Retirement Annuities, Annuities, Provident & Pension Preservation funds
• Savings & Investment Plans / Endowment Plans for short to medium term goals
• Guaranteed Capital Bonds, Tax-free lump sum investment opportunities
STANLIB Unit Trusts & Money Markets
Overall Investment Strategies
Government Employees Pension Fund Specialist (GEPF)
F
Trusted Financial Planning
W W W . F T F P . C O . Z A
G R O U P 7 A D V I S O R Y S E R V I C E S
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Corporate Planning
• Employee Recognition and Reward Systems
Corporate Pension & Provident funds
• Employee Benefits & Group Life Benefits
o Life/Death cover, Disability Cover, Income Disability, Dread Disease
Cover & Funeral cover.
• Medical Aid Scheme
• Contingent liability Plans on Loan Accounts
• Buy & Sell Agreements
• Key Man Insurance
• Future Liability plans
• Personal Liability plans
• Preferred Compensation Plans
• Deferred Compensation Plans
My Expertise and knowledge in the financial industry extends furthermore as I am able to advise on:
Property Investments, Mortgages, Re mortgages, House and Contents Insurance, Bond Cover,
Personal Indemnity Insurance, Debt Consolidation and Etc.
I have the added benefit of networking with many professionals within the financial industry itself as
well as several other professions whose services and resources are available to me and therefore my
clients too.
I am always open to new ideas, concepts, meeting new people and business partners /
Acquaintances.
My clients always come first and I enjoy playing a active role in their lives and helping them to
achieve financial security and to ensure that their families are taken care of in the event of death,
disability and dread disease.
For a free consultation you can contact me on the details below or you can sms your: “Your name,
financial planning and your contact number to 082 937 9644 and I will call you back!
If you have anyone else in mind that you think would be able to benefit from the products and
services I provide please forward their details to me or get them to give me call. Make sure they
mention that you have referred them to me. For every successful client that signs up with my business
which you have referred, you could receive a free gift.
Trusted Financial Planning
W W W . F T F P . C O . Z A
G R O U P 7 A D V I S O R Y S E R V I C E S
Page 3
Tyron Foreman
Financial Advisor
Independent Boroker
GROUP 7 ADVISORY SERVICES
CELL: 082 937 9644 / OFFICE: 073 329 8337 / FAX: 086 600 9144
EMAIL: [email protected] / Contact Tyron on LinkedIn
w w w . g ro u p s ev en . co m w w w . fo rem a n s ch o i ce . co . za w w w . f t f p . c o . za
Let us get a comparative quote for you on your existing short
term insurance at no cost!
It is absolutely vital to review your “short” & “long” term
portfolio every 6 months or at least once a year alternatively let
us know when major events take place or circumstances change
so that we are able to adjust your portfolio accordingly.