JOHANNESBURG FINANCIAL ADVISOR

KERRY MOSS
 Kerry Moss
Firm Longterm Interactive Allied Investments
Suburb Johannesburg
Address St Andrews Street, Melrose, 2196
See Map
GPS -28.087222, 26.078123
FSP Licence 15832
Languages not specified
Email
Tel 0861255433
Cel 0824415255
Fax 0866507146
Website www.sainsured.co.za
Qualifications

Dip. Financial Planning

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Group Schemes

FOCUS

We are an independent family brokerage representing 15 Insurers & combined experience of 50 years in Financial Planning.

OTHER SERVICES

We believe a person’s financial wellbeing is paramount to their lifelong success. We cover Healthcare, Pension Funds, Provident Funds, Employee Benefits, Buy & Sell, Keyman Assurance and Short Term Insurance.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

BrightRock | Capital Legacy | FMI | Genric | Santam | SA Underwriters | Zurich

EXPERIENCE

I have been providing financial advice and intermediary services since 1999 in the following areas of financial planning:

Death and Disability Planning; Retirement Planning; Investment Planning; Healthcare; Estate Planning and Short Term Insurance

ABOUT FIRM

Longterm Interactive has both corporate and personal clients in four provinces within South Africa (Gauteng, Free State, Kwazulu-Natal and Western Cape).

We have offices based in Melrose North, Johannesburg with as well as in Umhlanga, Durban as of January 2016.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R40000.00
Recurring monthly: R500.00
Remuneration Commission only
Legal structure of employer Close Corporation (cc)
Number of staff 3 - 5
Indemnity insurance Insurance: yes
Value: R1000000.00
LATEST NEWS AND VIEWS

At Longterm we are very proud to be one of the first recipients awarded the prestigious FAIS Compliant Masthead Verified Seal of approval.

This means that as our client, you can rest assured that we have been verified by a third party independent audit and subscribe to the highest levels of :

  • Competence
  • Confidentiality
  • Compliance
  • Integrity

From Health to Wealth and everything in-between.

We have received this seal of approval for the last three year since it's implementation in 2013.

Our campany has been awarded Life Broker Firm of the Year - South Africa in Corporate LiveWire’s 2016 Finance Awards.

WHERE THIS FINANCIAL ADVISOR IS BASED
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