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W ELCOME TO OUR OFFICES AT 35 R IDGE R OAD. W HAT WE OFFER …. YOU MAY ASK ? Risk Benefits (Death, Disability, Dreaded disease) Savings Products Investment.

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Presentation on theme: "W ELCOME TO OUR OFFICES AT 35 R IDGE R OAD. W HAT WE OFFER …. YOU MAY ASK ? Risk Benefits (Death, Disability, Dreaded disease) Savings Products Investment."— Presentation transcript:

1 W ELCOME TO OUR OFFICES AT 35 R IDGE R OAD

2 W HAT WE OFFER …. YOU MAY ASK ? Risk Benefits (Death, Disability, Dreaded disease) Savings Products Investment Planning Retirement Planning Personal Short Term Insurance Commercial Short Term Insurance Employee Benefits Medical Aid

3 W HY DEAL WITH ME ??? I personally take an interest in my Clients well being therefore going that extra mile to ensure good service. I provide a holistic approach to Financial Planning. Ensuring that ALL aspects of a Clients Portfolio are reviewed. Using the knowledge and experience gained over the years

4 W HY IS I NSURANCE SO IMPORTANT ?? “The concept of insurance originated in China over 5 000 years ago….” Whether it be our largest or smallest asset, we would want to protect it, so we insure. To protect our families and ourselves in the event of an unforeseen circumstance. To create Wealth, Security and Stability.

5 O UR A.R.N F INANCIAL TEAM …. Introducing ……… Our Lovely Financial Advisor Archana Ramkisson Nagasar Contact details : Tel: 031 250 4109 Fax: 031 250 4014 Email: anagasar@oldmutualpfa.com ……and her Office Manager Kajal Nagasar Contact details : Tel: 031 250 4184 Fax: 031 250 4014 Email: anagasarsecretary@privatesec.co.za

6 T HANK YOU FOR YOUR P ATIENCE ! All the best for the future and looking forward to doing business with you


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