PRETORIA FINANCIAL ADVISOR

STEFAN SMIT
 Stefan Smit
Firm SS Invest
Suburb Pretoria
Address 214 Glen Eagles Drive, Silver Lakes, Pretoria, 0081
See Map
GPS -28.370361, 25.767671
FSP Licence 50234
Languages Afrikaans, English (in order of proficiency)
Email
Tel 012 534 3702
Cel 0842188210
Website www.ssinvest.org.za
Qualifications
B.com Financial management
CFA Charterholder
Registered securities trader
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

SS Invest provides holistic wealth management with a strong focus on local and offshore investing.

OTHER SERVICES

Financial modelling | Process optimisation & automation | Tax planning | Investment comparisons

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

2014 - 2019

Employed by PSG Silver Lakes where my duties included:

Buying & selling of shares listed locally and internationally;

Servicing of existing client base;

Process design and implementation;

Assisted clients with investment / retirement / Capital gains tax advice via email, telephone and direct client meetings;

Advice on CIS returns, performance, components;

Preparing & conducting client presentations;

Oversee currency conversions;

Portfolio rebalancing;

Maintain monthly fact sheets;

2012 - 2014

Employed by IFR (independent fundamental research) where my duties included:

Analysis of a broad spectrum of JSE listed companies (>250 companies)

Maintain integrity of data used in financial models

Compile research reports for large private client stockbroker (PSG Online)

Formulate investment recommendations and communicate these to clients

ABOUT FIRM

Operating as an independent financial services provider, we focus on offering holistic financial planning and advice for individuals and businesses alike. The company holds a category 2 license which allows for full discretion on all product categories classified under investments.

We start by establishing a relationship of trust which we consider the cornerstone of every successful partnership. This enables us to better understand your unique financial objectives and fosters an increased sense of accountability.   

Being independent means, we’re not bound to any family of funds or investment houses, so the products and services recommended are in your best interests. And, with access to virtually all financial products available, SS Invest is better positioned to compare and recommend the most appropriate solution to match your financial goals.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R250.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: yes
Value: R1000000.00
LATEST NEWS AND VIEWS
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WHERE THIS FINANCIAL ADVISOR IS BASED
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