We strongly belief that the qualifications of our staff from Junior to Senior level makes a difference in what we offer. Our Financial Planners are all CFP’s (Certified Financial Planners) and that is a baseline standard. Furthermore, we have outstanding TAX and Estate planning knowledge. Our accountants are all qualified and those still in training (Financial Planning and Accounting Division) are working towards a formal qualification.
We are ASCOR Independent Wealth Managers, with real emphasis on INDEPENDENT. We are not linked to any Product Provider or affiliated with any provider. We are really independent and work with all the relevant providers. We have contracts with 30 different providers which enable us to operate totally independently.
As soon as you contact us via our WEBSITE “Contact us” portal we will engage with you with an introductory e-mail. Attached to this mail is a questionnaire to complete. The information which you provide gives us a general idea of your current Financial Status, as well as your age. We use this information to determine where to allocate you. The more complex your portfolio the more Senior will your Advisor be. We also make sure that we introduce you to someone relevant to your age group.
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