Block C, Ambridge Office Park,
2 Vrede Avenue, Epsom Downs,
|Languages||English (in order of proficiency)|
|Glenda has a Postgrad in Financial planning from the UFS and over 30 years experience in the financial services industry.|
|Life and Disability|
FOCUSIndependent Financial Advisor offering Holistic Financial Planning Solutions, from a wide range of Product Providers.
OTHER COMPANIES REPRESENTED
Stratum, Turnberry, Brightrock
Glenda was Chief Executive Oficer of Momentum Private Client for 4 years and then went on to fulfill her role as General Manager at Momentum Consult for another 10 years. She has a client-centric approach with a focus on authenticity, accuracy and reliability. Glenda takes pride in understanding each and every client’s personal life goals, in order to partner with them along their journey to financial security. Your personalised financial plans are developed according to your needs, and may include investments, personal and business risk insurance, group employee benefits and short-term insurance.
Veracity Wealth was established with one very clear goal in mind: to deliver authentic, accurate, and reliable financial advice that is tailored to a person’s needs.
Our goal is not to simply sell complex financial products. Our goal is to help South Africans develop and maintain achievable, life-long financial solutions that ensure their future security, and allow them to achieve their life goals.
Veracity Wealth is a close, friendly and accessible team of experts, who have many years of experience developing financial plans that truly work for our clients.
Veracity Wealth Offers:
- Financial Management
- Investment Management
- Risk Management
- Retirement Planning
- Estate Planning
- Tax Planning
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: not specified
|Remuneration||Fee and Commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes