WEST RAND FINANCIAL ADVISOR

ERNIE VAN BILJON
 Ernie van Biljon
Firm Pearl Wealth Planning (Pty) Ltd. - Authorised FSP
Suburb West Rand
Address 90 Lakeside Village, Eagle Canyon Golf Estate, Honeydew, Roodepoort, Johannesburg, 2040
See Map
GPS -27.923625, 26.086449
FSP Licence 48374
Languages Afrikaans, English (in order of proficiency)
Email
Tel
Cel 0828887722
Website www.pwpifa.co.za
Qualifications
  • CFP ®
  • BComm degree from the University of Pretoria (UP)
  • Post Graduate Diploma in Financial Planning from the University of the Free State (UOVS)
  • National Diploma: Financial Markets & Instruments with the Academy of Financial Markets (AFM)
  • IISA Short Course in Elements of Short Term Insurance with UNISA
     
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Investments (Including off-shore) and Personal Risk Insurance (Including PPS), Retirement Planning, Estate Planning

OTHER SERVICES

Income Protection, Wills, Children's Education Cover, Preservation of Provident/ Pension, Critical Illness cover

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Capital Legacy, Stanlib, ABSA Investment Management Services, Brightrock, Clientèle Life Investments, StratumBenefits

EXPERIENCE

More than 20 years industry experience

ABOUT FIRM

Pearl Wealth Planning is an independant  financial services provider offering a comprehensive range of financial planning products to professionals, business owners, retirees and anyone else who takes the responsibility of financial planning serious.

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 2
Indemnity insurance Insurance: yes
Value: R1000000.00
LATEST NEWS AND VIEWS

Pearl Wealth Planning are focussing on off-shore investments and estate planning.

Off-shore investments:

Apart from diversifying their investment portfolios, many people are now seriously considering off-shore investments because they may retire outside SA or they want to hedge against the financial implications of the uncertainties of this country.

Estate Planning:

Part of estate planning is to have a valid will in place.  Why is this so important - what happens if you die without a will?

The Intestate Succession Act will determine how your assets will be distributed.  It will go down the family tree, but...

- you don't choose the executor and/or trustee

- your wishes aren't necessarily executed

- you don't choose who will inherit

- you don't choose your minor children's guardian

-  your minor children's inheritance may be transferred to the Guardian's Fund putting a burden on their guardian(s) to request funds from a government institution

WHERE THIS FINANCIAL ADVISOR IS BASED
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