UMHLANGA FINANCIAL ADVISOR

THEMBISA MNGADI
 Thembisa Mngadi
Firm PSG Wealth
Suburb Umhlanga
Address Suite 204, 41 Richefond Circle, Ridgeside Office Park, Umhlanga, 4320
See Map
GPS -31.068925, 29.724247
FSP Licence 728
Languages IsiZulu, English (in order of proficiency)
Email
Tel 0315661261
Cel 0786579854
Website https://www.psg.co.za/umhlangaridge
Qualifications
Bachelor of Commerce in Economic & Marketing (UKZN)
Bachelor of Commerce Honours in Marketing Management (UKZN)
National Certificate in Wealth Management (Sanlam Academy)
Post Graduate Diploma in Financial Planning (UFS)
Certified Financial Planner Designation (FPI)
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Young CFP around Durban in Umhlanga, specializing in Holistic professional financial planning. My clientele includes young professionals and working class.

OTHER SERVICES

Tax Returns for individuals and small business.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

PSG Wealth | Brightrock | FMI

EXPERIENCE

Economics Intern- KZN Department of Treasury-  2013
Trainee Financial Planner- Sanlam Life-2013-2014
Personal Financial Planner- NBC Holdings-2015
Wealth Adviser/ Financial Planner- PSG Wealth-2016- Present

ABOUT FIRM

PSG is a leading independent financial services group, with an extensive national footprint and both a Namibian and Mauritian presence. In operation since 1998, we offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R500.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff > 50
Indemnity insurance Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS

Profile Feature on the Finacial Planner Magazine Q3 2017

Article Feature on the International Adviser online Magazine 2017

WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS