MEMBER SINCE | 2006 |
Firm | FIDIUS |
Suburb | Pretoria |
Address |
Boardwalk Business Park,
Block D, Suite 2,
Faerie Glen,
Pretoria, 0043
See Map |
GPS | -28.32314, 25.795901 |
FSP Licence | 7384 |
Languages | English; Afrikaans. (in order of proficiency) |
Tel | (012) 991 5201 |
Fax | 0866 773 342 |
Website | www.fidius.co.za |
Qualifications | |
Find comprehensive information at: www.fidius.co.za |
Retirement | |
Investments | |
Estate Planning | |
Life and Disability | |
Business Assurance | |
Offshore Investment | |
Group Schemes |
FOCUS
Arno Burger CFP® Post Graduate in Financial Plannig. Specialising in Investment Strategies, Instruments and ideal blending of Investment Portfolio StructuresOTHER SERVICES
Estate Administration;Income tax Practitioners
OTHER COMPANIES REPRESENTED
ABSA Investment Management Services (AIMS), Momentum Wealth, Glacier, Galaxy and most other unit trusts/mutual fund managers.
1. Arno BurgerCFP® is the managing member of FIDIUS.
2. He is a postgraduate in financial planning through the University of the Free State and participates in the management of FIDIUS the professional financial planning practice in Gauteng and the Free State since 1990.
3. ARNO BURGER was nominated finalist in the FPI & Personal Finance’s FINANCIAL PLANNER OF THE YEAR competition in 2007.
4. FIDIUS, the Independent, Fee Based, Financial Planning Practice, was nominated finalist in the Celestis & FA News’s BEST PRACTICE OF THE YEAR AWARD in 2007.
Find comprehensive information at: www.fidius.co.za
1. The practice specializes in the fields of wealth creation and wealth preservation.
2. Strategic partnerships with portfolio management teams result in active portfolio management, in line with the specific needs of our clients.
3. We enable our clients to make informed decisions through advice based on experience, sound knowledge and in depth analysis of all available options.
4. This results in synchronized planning and portfolio management to optimize achievability of objectives of our clients.
5. We will lead you through the process of financial planning and take all relevant and material information into consideration before we advise you on your wealth creation, wealth preservation and wealth utilization needs.
6. Our well trained and qualified team of financial planners and financial planning administrators are backed up by a state of the art electronic administration system.
FIDIUS – Make your Financial and Investment Decisions, Through Integrity and Unsurpassed Service.
Find comprehensive information at: www.fidius.co.za
Minimum Levels of Premium/Investment accepted | Lump Sum: R500000.00 Recurring monthly: R1000.00 |
Remuneration | Fee only |
Legal structure of employer | Close Corporation (cc) |
Number of staff | 6 - 10 |
Indemnity insurance | Insurance: yes Value: R5000000.00 |