KENILWORTH FINANCIAL ADVISOR

LORE WINTER
 Lore Winter
Firm Fiscal Private Client Services (Pty) Ltd
Suburb Kenilworth
Address Block C, Aintree Park, 1 Loch Close, Kenilworth, Southern Suburbs, 7708
See Map
GPS -33.971979, 18.462954
FSP Licence 12895
Languages English (in order of proficiency)
Email
Tel 021 671 3175
Fax 021 671 8133
Website www.fiscal.co.za
Qualifications
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

SERVICES
Retirement
Investments
Estate Planning
Offshore Investment

FOCUS

Pre-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.

OTHER SERVICES

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.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

Ashburton and Element
Companies through which more than 30% of income is derived:
Acsis

EXPERIENCE

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.

 

ABOUT FIRM

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R200000.00
Recurring monthly: R10000.00
Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R10000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS


This Financial Advisor has not activated comment functionality yet.