We specialize in:
*lifecover
*Investments
*Estate Planning
*Wills
*Financial Planning
*Business Assurance
*Offshore Investments
*Retirement Planning
My name is William George Abraham (Willem)
I am an authorized financial services provider which accepts responsibility for my activities and is licensed to render financial services.
FSB license number 36713
I have been providing financial advice and intermediary services since 1981 in the following areas of financial planning: Death and Disability Planning; Retirement Planning; Investment Planning and Estate Planning.
Timeless Financial Consultants has written authority to market the products of the following product suppliers and I am accredited to market their products: Liberty Life, Brightrock, Momentum and Financial Management International (FMI),and Stanlib (via Stanlib investments are placed with major investment companies eg: Allan Gray, Investec, Coronation, Old Mutual, ect)
A copy of my licence is available for inspection on request.
I do hold professional indemnity insurance.
I am a proud member of the Masthead Financial Advisors Association, which provides me with services such as a compliance, practice management and technology support. This support helps me to provide you with a more professional service. The compliance service enables my practice to be compliant with FAIS legislative requirements. Through the practice management support I am able to run a more professional business and therefore able to provide you with an improved service and enhanced support.
Compliance with the FAIS Act is monitored by Masthead Distribution Services (Pty) Ltd, a compliance practice approved by the Financial Services Board. Their postal address is PO Box 856, Howard Place, 7450. Their contact numbers are 021 686 3588(t) and 021 686 3589(f)
A copy of my Complaints Resolution Policy is available on request.
We specialize in:
*Lifecover:
Various products from different life companies available.
*Investments:
Short / Medium / Long term. (unit trust and assurance co products)
Local / International
*Estate Planning:
Personal and Business
*Wills:
Attorneys or Bank of your preference
*Financial Planning:
Personal and Business
*Business Assurance:
Partnership / Buy and sell agreements
*Offshore Investments:
Various options available
*Retirement Planning:
Personal Pension plans ( Retirement annuities)
Pension or Provident funds for employees
