The Chambers, 68 Nelson Mandela Drive, Port Shepstone, 4240
FSP Licence
23580
Languages
English
Afrikaans (in order of proficiency)
Email
Tel
682 0295
Fax
039 682 4178
Qualifications
BSc Geology 1973 Wits
MBA 2003 -Edinburgh Business School
CFP
Certificate- Institute of Advanced Studies -International Trust and
Estate Planning
SERVICES
Financial Advisors Fields of Specialisation
Pre and post retirement planning
Estate Planning
Financial mentoring
Services
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Offshore Investments Group Schemes
Other Services
Drafting of wills and Execution of Estates in conjunction with a Chartered Accountant
LATEST NEWS & VIEWS:
EXPERIENCE
Graduated from WITS in 1984
Joined SANLAM in 1984 -1985
Joined As a financial planner Allied Bank 1986 -1988
Member of Chamber Consultants- 1989 -1993 as a partner.
Own business- Ian Smith Investment Consultants since December 1993
Member of the Financial Planning Institute
Completed an MBA through Edinburgh Business School in 2003
Member of Allan Gray Forum since 2008
Founder President of Shelly Beach Rotary Club 2009
ABOUT FIRM
We specialise in all aspects of Financial Planning from pre-retirement planning to post-retirement planning. Through an associate company we also offer the drafting of wills and the execution of estates. The main emphasis on retirement planning is ensuring the asset allocation of the investment matches he long term need of the investor. We view being compliant in law and using complince as a tool for practice management as vitally important in offering the service our clients require.?
OUR MISSION
We aim to provide a professional specialized financial and estate
planning service to our clients through knowledgeable, dedicated and
enthusiastic staff in a financially sound and legally compliant environment.
COMPANIES REPRESENTED
Other Companies represented
Most Unit Trust Companies
Companies through which more than 30% of income is derived
