|Firm||Fiscal Private Client Services (Pty) Ltd|
Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
|Languages||English (in order of proficiency)|
|Tel||021 671 3175|
|Fax||021 671 8133|
Lore has a BSc. (Hons) and a Masters in Business Administration (MBA) from UCT. She has also completed her Post Graduate Diploma in Financial Planning and is a member of the Financial Planning Institute.
Lore is a CERTIFIED FINANCIAL PLANNER® professional
FOCUSPre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
We provide financial planning and counselling services. We help clients prepare for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources.
Lore qualified as an Occupational Therapist in 2003. After working in various clinical roles for three years, she discovered an interest in finance and managing business processes and systems. She completed a MBA in 2007 and then worked as a business analyst and strategy consultant, primarily within the Health Care industry. Her passion for helping individuals lead her back to a clinical role within the Medical Insurance industry, during which time she became exposed to the financial planning profession.
Realising that financial planning brought together her diverse interests and skills, by allowing her to assist individuals to achieve financial wellness, she joined Fiscal in 2010 as a Financial Planner. Lore is a Certified Financial Planner (CFP®) Professional.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R200000.00
Recurring monthly: R10000.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||6 - 10|
|Indemnity insurance||Insurance: yes