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Ms. HEATHER ROBERTSON Ms. Heather Robertson
Firm BLINK Financial Planning & Wealth Management
Suburb Sandton, Johannesburg
Address 33A Cawdor Avenue, Hurlingham, Sandton
FSP License  FSP Licence 2409
Languages English, Afrikaans
(in order of proficiency)
Email
Tel 011 326 6448 Cel 083 276 8709 Fax 086 649 7644
Website www.blinkconsulting.co.za
Qualifications
  • BCom (Marketing & Business Management)
  • National Certificate in Wealth Management
  • Post Graduate Diploma in Financial Planning
  • Member of the Financial Planning Institute
  • Certified Financial Planner®
  • 12 years experience in the financial services industry
 Please visit my website for more information: www.blinkconsulting.co.za
SERVICES 
Financial Advisors Fields of Specialisation In-depth discussion and analysis, allowing for a personalised solution designed around your specific financial goals. Visit www.blinkconsulting.co.za
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Offshore Investments
Group Schemes
Other Services Assisting businesses with structuring of cost-effective employee benefits, to enable them to reduce staff turnover and boost morale and productivity.

Advice and assistance with drawing up of legal agreements, including Wills, Buy & Sell Contracts and Trusts.

Recommendations regarding investment strategy, including risk profile analysis, portfolio selection, portfolio re-balancing and portfolio switching.
LATEST NEWS & VIEWS:

EXPERIENCE

CFP® professional and owner of Blink, Heather Robertson, is passionate about the importance of financial planning and dedicated to ensuring the financial success and well-being of her clients.

“It’s so easy to delay planning for the future, because we all lead incredibly hectic lives. But this is probably the single biggest financial mistake for anyone to make. After all, what are you working so hard for if not to have a brighter future? The good news is that, like with most things in life, the hardest part has been finding someone you can trust to give you expert advice and guidance.”

ABOUT FIRM


What makes Blink different?

  1. Blink is a Limited Client Practice – as a high-advice, customer centric financial planning practice you can be assured of receiving personal attention at all times.
  2. Blink is a Market Specialist – a niche market focus that specialises in financial planning for retirees, fee-based professionals, business owners, directors, entrepreneurs and self-employed contractors.
  3. International Best Practice and Advice from Heather Robertson, a Certified Financial Planner® – the internationally recognised CFP designation is the highest professional certification that a financial planner can receive, and is your guarantee of the highest professional qualifications, financial planning experience and ethical conduct.
  4. Financial Life Coaching – Heather’s approach to financial planning places a strong emphasis on getting to know everything there is to know about you before making any recommendations. Your consultation will therefore include a discussion on how you got started, your experience and attitudes about money, your financial concerns, your goals for the future and your plans to get there, and who it is that you work so hard to take care of. Our goal is to be in the best possible position to advise you on how to achieve your financial goals.
  5. Lifetime Relationship built on Great Service - we sincerely believe in the value of building long-term relationships with all our clients, and as such, best advice and customer service are fundamental to the way we do things.
  6. Ongoing Advice and Information Helps you Plan Better – by providing regular advice and tips through our monthly newsletter and financial blog, as well as useful financial tools and calculators, you are educated and equipped to take better control of your finances affairs.

 Please visit my website for more information: www.blinkconsulting.co.za

 
Blink Financial Planning & Wealth Management is a financial planning consultancy, which operates under an agency agreement with the Liberty Group Ltd. 
 
COMPANIES REPRESENTED  Financial Institutions South Africa
Other Companies represented STANLIB Wealth Management, Liberty Health, all major investment houses are available through our investment platforms
Companies through which more than 30% of income is derived Liberty
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R100,000
Recurring monthly R1,000
Financial Advisor Fees  Remuneration Fee and Commission
Legal structure of employer Listed Company
Number of staff in Financial Advisor organisation 1
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R5,000,000
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