|Firm||Longterm Interactive Allied Investments|
St Andrews Street, Melrose, 2196
|Languages||English (in order of proficiency)|
Dip. Financial Planning
|Life and Disability|
FOCUSWe are an independent family brokerage representing 15 Insurers & combined experience of 50 years in Financial Planning.
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.
OTHER COMPANIES REPRESENTED
BrightRock | Capital Legacy | FMI | Genric | Santam | SA Underwriters | Zurich
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
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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R40000.00
Recurring monthly: R500.00
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes
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 :
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.