SANDTON FINANCIAL ADVISOR

DALE VAN DER MERWE
 Dale van der Merwe
Firm Discovery
Suburb Sandton
Address 1 Discovery Place, Sandton, 2196
See Map
GPS -28.052981, 26.113020
FSP Licence 1182217669
Languages English and Afrikaans (in order of proficiency)
Email
Tel
Cel 0733978715
Website www.discovery.co.za
Qualifications
.BCom Financial Management Degree
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Investment and Retirement Planning. Disability and Life Assurance
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Companies through which more than 30% of income is derived:
Discovery

EXPERIENCE

I have worked in the Financial Industry for the past year.

I am an ingenious thinker with a great ability in long range planning, see innovation as a necessity and a natural go-getter with great enthusiasm for life. I enjoy getting to the heart of any situation and implementing an effective solution. I am direct, results orientated person who considers people within the framework of my objectives. I ensure the results are achieved on time and I bring direction and realism to every project.

ABOUT FIRM

Discovery offers a range of products including medical aid administration, life insurance, credit cards and investments, underpinned with Vitality rewards. Vitality members get added rewards when you integrate Vitality with other Discovery products.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R500.00
Recurring monthly: R200.00
Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS

.Up to 50% Fuel Back Spend

.Dr Connect, Virtual Doctor Consultations

.Up to 50% off premiums

.Discovery Retirement Optimizer

.Grow your wealth

.Vitaly Active

.Buy-up Cash Conversions to enhance your retirement savings

WHERE THIS FINANCIAL ADVISOR IS BASED
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