| Firm |
BLINK Financial Planning & Wealth Management |
| Address |
33A Cawdor Avenue, Hurlingham, Sandton |
| Languages |
English, Afrikaans (in order of proficiency) |
| 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 |
| 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
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| 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.
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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.”
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What makes Blink different?
- 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.
- 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.
- 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.
- 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.
- 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.
- 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. |
| 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 |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Listed Company |
| Number of staff in Financial Advisor organisation |
1 |