Transcript Welcome to Profin Financial Services Presentation

Welcome to Profin Financial
Consultants Business Presentation
Agenda
• Company Profile
• Company Vision
• Profin Team
• Product Providers
• Services
Company Profile
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Accredited Old Mutual Franchise
Currently 2nd on APE YTD
Currently 2nd Franchise in National Ranking
Provide Services for individuals and
companies
Company Vision
• Become your most trusted partner
• Passionately helping you achieve
financial goals
• Become the top franchise by end 2013
• Have 50 Qualified Financial Advisors 2013
Profin Team
• 27 Qualified Financial Advisors
• 11 Franchise Support & Admin
Staff
• 1 Operations Manager
• 1 Franchise Principal
Product Providers
• Old Mutual, Altrisk, PPS, Sanlam
• Old Mutual Investment Group
• Unit Trusts – including External Asset
Managers
• MedQuote – 19 Medical Schemes
available
• Santam, Mutual & Federal
Services
• Estate Planning and Risk Services
• Investment Planning – Local or
Offshore
• Health Care
• Pension/Provident Fund Planning
• Short Term Assurance
• Wills and Trust Services
Thank you for giving us the opportunity to present
Profin Financial Consults Business
Presentation
Kerry Wagner
Cell: 082 308 0584
Email: [email protected]
Website: www.profinconsult.co.za