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| Address |
The Boardwalk Business Park, Block D, Suite 2 |
| Qualifications |
CFP - Certified Financial Planner
PDFP (Post Graduate Diploma Financial Planning) University of Free State |
| Financial Advisors Fields of Specialisation |
Estate, Retirement, Investment Planning and Portfolio Management
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| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Offshore Investments Group Schemes
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| Other Services |
Drafting of Wills and Estate Administration. Income tax Practitioners, Busness entities, and Property Investment |
Arno Burger in his capacity as managing member of FIDIUS is a postgraduate in financial planning through the University of the Free State and participates in the management of the professional financial planning practice in Gauteng and the Free State since 1990.
ARNO BURGER was nominated finalist in the FPI & Personal Finance’s FINANCIAL PLANNER OF THE YEAR competition in 2007
FIDIUS as an Independent Financial Planning Practice was nominated finalist in the Celestis & FA News’s BEST PRACTICE OF THE YEAR AWARD in 2007. |
The practice specializes in the fields of wealth creation and wealth preservation as well as enabling informed decisions through advice based on experience, sound knowledge and in depth analysis of available options.
Strategic partnerships with portfolio management teams result in active portfolio management, in line with the financial planning and specific needs of clients. This results in a marriage between financial planning and portfolio management to achieve according to specific objectives of clients over the entire objective term.
We recognize the importance of taking all relevant and material information into account and utilize this to advise our clients on their needs.
Our well trained and qualified team of financial planners and financial planning administrators can also assist with medical schemes and general administration backed up by a state of the art electronic administration system.
FIDIUS – “Financial Investment Decisions Through Integrity and Unsurpassed Service” |
| Other Companies represented |
ABSA Investment Management Services (AIMS), Momentum Wealth, Glacier, Galaxy and all other unit trusts/mutual funds. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R100,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
6 - 10 |