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| Address |
244 Louis Trichardt Blvd, Vanderbijlpark, 1900
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| Languages |
Afrikaans, English (in order of proficiency) |
| Qualifications |
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BCom(Acc)
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BCompt(Hons)
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CA(SA) - member of South African Institute of Chartered Accountants (SAICA)
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Registered Tax Practitioner
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FSB registered Financial Planner
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| Financial Advisors Fields of Specialisation |
Qualified Chartered Accountant. Short Term Insurance. Group Schemes pension and provident funds. Investments. Registered tax practitioner. |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Short term insurance Business Assurance Offshore Investments Group Schemes
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I have a strong accounting and tax background and have 17 years experience in the financial services industry. I have spent 5 years abroad in Germany, England and USA. I am very analytical and provide a comprehensive financial needs analyses for my clients. I focus on long term relationships with my clients and review their financial plan on a continuous basis, as their needs and circumstances change. I manage my practice with the highest professional standards and ethical code of conduct and that is why most of my referrals come from satisfied existing customers.
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Vaal Triangle Insurance was founded in 1986, now headed by Johan Miles CA(SA), an accredited financial planner, qualified chartered accountant and registered tax practitioner. We have experienced strong solid growth since inception, with a client base of over a 1000 satisfied clients and a staff compliment of 6 people. We are today one of the largest Insurance brokers in Vanderbijlpark and in the Vaal Triangle area. Our team consists of dedicated, qualified and competent admin and sales staff that provides excellent services and support to our clients. We specialize in all aspects of financial services including:
- · Short Term Insurance
- · Life and Disability Insurance
- · Investments
- · Retirement Planning
- · Medical Schemes
- · Group Schemes
- · Tax
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| Other Companies represented |
Santam, Auto & General, Stanlib |
| Companies through which more than 30% of income is derived |
Santam |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |