| Firm |
Ascor Financial Advisors CC |
| Address |
Ascor House, Apex Corporate Park, Quintin Brand Street, Persequor Park, Pretoria |
| Languages |
Equally proficient in Afrikaans and English
(in order of proficiency) |
| Qualifications |
B.Comm (Rekeningkunde) (UP)
Hons.B.Compt (UNISA)
Chartered Accountant (SA)
Certified Financial Planner Professional (UFS)
Advanced CFP in Investments (Asset Types and Portfolio Management)
Registered Tax Practitioner |
| Financial Advisors Fields of Specialisation |
Advanced Post-graduate Diploma (CFP) in Investments (Asset Types and Portfolio Construction and Management)
Comprehensive Wealth Manager |
| Services |
Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Business Assurance
Group Schemes
|
| Other Services |
Chartered Accountant (SA)
Registered Tax Practitioner
Holistic financial planning specialist - Comprehensive Planning including estate planning, wealth management, wills, tax and corporate structuring
Valuations expert for estate purposes as well as buying and selling of businesses |
Qualified as Chartered Accountant (SA) in 1992 while doing articles at Deloittes. Commenced audit practice as sole proprietor in May 1998. Merged practice with Ascor Financial Advisers CC in 2005 to form the Ascor Group. Obtained CFP in 2007 and Advanced CFP in 2007.
Family is extremely important to me as well as my private time.
Keen golfer although I don't play enough and I enjoy reading business related books (Latest read - 'The Monk who sold his Ferrari' by Robin Sharma) |
The Ascor Group of entities came into existence in March 2005 after the merger of practices of its founders, Martin de Kock (Pro Deo Auditors) and Wouter Fourie (Ascor Financial Advisers CC).
We provide a comprehensive Wealth Manager service with a focus on owner managed businesses (Entrepreneurs) as well as high networth individuals. We can be seen to be your personal CFO (Chief Financial Officer).
We have a substantial staff complement, which is necessary to provide the comprehensive services Ascor offers.
One of very few spesialists in the Mining Rehabilitation Financing field. |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R50,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
21 - 50 |
