CONCERNING RSA BROKERS

RSA brokers is an authorized provider of financial services for the past 35 years. +/- 3000 clients are being advised on financial matters and we manage in the region of R4-Billion.

As completely independent financial planners, we have access to all big financial institutions in South Africa including banks, unit trust portfolios, the JSE share options, insurance companies, property investments, property syndication, stainless steel containers as well as international investments, both direct offshore and indirect offshore investments. We can provide clients with an objective opinion with regards to their individual investment needs.

RSA Brokers undertakes to meet client’s expectations with exceptional service, professional advice and continuous support.

FIND OUT ABOUT FINSOLNET

JACOB STOLP LOUW

Profession: Independent Financial Planner

Advice is given to clients with regards to:

  • Retirement from Government and Private Pension Funds and/or from Provident Funds and/or Retirement Annuities.
  • The investment of capital due to the sale of a business, a farm, property and/or inheritance.
  • Analysis of existing investment and insurance portfolios.
  • Specializing in investment, income tax and testamentary and estate planning.

Experience: 11 years

Tertiary Qualifications:

  • LLB (Stellenbosch) 2008
  • Post graduate diploma – Certified Financial Planner 2011
  • Regulatory exam for key individuals
  • Certificate for 1st level regulatory exam as representative

General activities: Experienced swimmer

PETER-JOHN SMITSDORFF

Profession: Independent Financial Planner

Advice is given to clients with regards to:

  • Retirement from Government and Private Pension Funds and/or from Provident Funds and/or Retirement Annuities.
  • The investment of capital due to the sale of a business, a farm, property and/or inheritance.
  • Analysis of existing investment and insurance portfolios.
  • Specializing in investment, income tax and testamentary and estate planning.

Experience: 35 years

Tertiary Qualifications:

  • Two 3 years, Diplomas with the Institute of Administration and Commerce of South Africa
  • Institution of life insurance companies in South Africa- Member number 23001517 (corporate body underwrites the Fecal code of the industry)
  • Regulatory exam for key individuals
  • Certificate for 1st level regulatory exam as representative
  • *FIA (Financial Intermediaries Association of SA) Member 23001517 (This Board controls the
    ethical code of the industry)
  • Approved by Financial Services Board (FSP) on 26/10/2004 -Registration number: 11108 (Trading as P& L Smitsdorff Family Trust)
  • Accredited as AFP (Associate Financial Planner) by the Financial Planning Institute: Member
    200200989

Born: Ceres

General activities: Experienced athlete: Completed 21 Comrades Marathons, 22 Two Oceans Marathons and 2 Washie Marathons

Experienced mountain bike rider: Have completed 10 Argus races

RSA Brokers offers advice with regards to retirement and financial planning with regards to:

INVESTMENT COMPANIES

We will simplify the investment and planning process whilst we analise your assets and prioritize your investment needs.

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