SHELLY BEACH FINANCIAL ADVISOR

OTHER COMPANIES REPRESENTED

Most Unit Trust Companies
Companies through which more than 30% of income is derived:
Allan Gray

• 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 1993 to 2006
• Started Investment and Estate Planners 2006
• Trading as Investplan 2012
• 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
• CFP
• 2014 - Sold business to Asset Protection International Pty
• DIrector of API

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.