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| Firm Name | Investment Facilitators |
| Suburb | Pietermaritzburg |
| Address |
Suite 4, 24 Hilton Ave,
Hilton,
Pietermaritzburg, 3245
See Map |
| GPS | -30.300466, 29.549370 |
| FSP Licence | 12971 |
| Languages | English (in order of proficiency) |
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| Tel | 0333435360 |
| Cel | 0727295820 |
| Website | www.davidmason.co.za |
Investment Facilitators is a fully independent practice.
We will develop a carefully considered plan that never loses sight of your long-term goals, yet is flexible enough to shift with your changing circumstances.
With a clear understanding of your goals, time horizon and your tolerance for risk, we will action your plan with a portfolio that is designed for both the journey and your destination.
Together we will review your plan and portfolio so that they continue to reflect your needs, track your progress and help you make adjustments as necessary.
We pride ourselves in being able to offer our clients access to institutional fund managers and hence offering lower/reduced fund management fees.
www.davidmason.co.za
Talk to us about Tax Smart investing.
| Retirement |  |
| Investments | |
| Estate Planning | |
| Life and Disability | |
| Medical schemes | |
| Short-term insurance | |
| Business Assurance | |
| Offshore Investment | |
| Group Schemes | |
FOCUS
Professional, Independent financial planning | Investment and Retirement Planning | Retirement Income | Offshore Investments
OTHER COMPANIES REPRESENTED
AIMS, Sygnia, RMB Ashburton, Prudential, Prescient,
| Minimum Levels of Premium/Investment accepted | Lump Sum: R50000.00 Recurring monthly: R1000.00 |
| Remuneration | Fee and Commission |
| Legal structure of employer | Close Corporation (cc) |
| Number of staff | 6 - 10 |
| Indemnity insurance | Insurance: yes Value: R10000000.00 |
