Pravin Tolmen - Financial Advisor

Pravin Tolmen - Financial Advisor I am an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future.

I have a post graduate Diploma in Financial Planning from the University of Free State, I am also certified to provide advice in the following spheres of your life, annuities, life insurance, estate planning, trusts. After 14 years working within the Government Services, I resigned to work with a non-profit company, which I did for 6 years and then joined the financial services. Over the past 20 y

ears, I have worked with more than 500 clients to help them choose, invest, and manage plans that will offer safe investments and excellent returns. As a financial planner, my main goal is to help you make well-informed decisions on what types of investments are right for you. I also emphasize the need to adjust investment plans as your goals and needs change. I will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that I
devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure portfolio of investments. Contact me on 0829243009 or [email protected] and let’s get to work on your future.

I have reached 200 followers! Thank you for your continued support. I could not have done it without each of you. 🙏🤗🎉
17/03/2024

I have reached 200 followers! Thank you for your continued support. I could not have done it without each of you. 🙏🤗🎉

Go Bokke! We've got your back!
30/10/2023

Go Bokke! We've got your back!

Shielding Your Wealth: The Importance of Critical Illness Cover! Critical illnesses like Breast Cancer can be both a hea...
24/10/2023

Shielding Your Wealth: The Importance of Critical Illness Cover!

Critical illnesses like Breast Cancer can be both a health and financial burden. Medical aids and gap cover may not cover all expenses. Discover how Critical Illness Cover and Income Protection can safeguard your finances in times of need. Be prepared for the unexpected.

Don't Gamble on Your Financial Future: Invest in Protection!In life, you can't avoid death and taxes, but you don't have...
17/10/2023

Don't Gamble on Your Financial Future: Invest in Protection!

In life, you can't avoid death and taxes, but you don't have to gamble on them either! Learn how to make the most of tax allowances and protect your family's future with a well-planned Will and Life Insurance. Ensure your financial security.

11/10/2023

Embrace Financial Confidence and Overcome Challenges!
In the world of finance, it takes discipline and confidence to succeed. Let's cultivate the financial disciplines that ensure our investments fall on fertile soil.

11/10/2023

Betting for Fun vs. Financial Risks: Know the Difference!

As the Rugby World Cup kicks off and Spring brings brighter days, many of us might take a small bet for fun. But remember, there are some things you should never gamble on financially. In the game of wealth creation, certain risks can be minimized with smart financial choices.

Empowering Financial Success: Harnessing Diversity! Just as our cultural heritage thrives on diversity, so does our fina...
26/09/2023

Empowering Financial Success: Harnessing Diversity!
Just as our cultural heritage thrives on diversity, so does our financial heritage. Embrace diversity in your portfolio, investments, and expert guidance. Unlock opportunities, navigate challenges, and build a prosperous future. Explore the power of diversity in finance. Let's make your financial heritage shine!

Unveiling Financial Intelligence: A Human Endeavor! In the age of AI tools, the essence of wealth creation remains disti...
19/09/2023

Unveiling Financial Intelligence: A Human Endeavor!
In the age of AI tools, the essence of wealth creation remains distinctly human. Let's talk about "Financial Intelligence." It's that innate understanding that AI can't replicate - from long-term thinking to preserving health, wealth, and leaving a meaningful legacy. Let's navigate your financial journey together.

Celebrating Diversity: Crafting a Strong Financial Heritage!September honors our cultural diversity on National Heritage...
12/09/2023

Celebrating Diversity: Crafting a Strong Financial Heritage!
September honors our cultural diversity on National Heritage Day. Let's extend this celebration to our financial lives. Discover how embracing diversity in portfolio, investments, and expert advice can build a robust "Financial Heritage." Secure your legacy with a well-rounded approach.

Address

20 Ncondo Place , Ridge 6 , Umhlanga
Cape Town
7550

Opening Hours

Monday 09:00 - 15:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 15:00

Telephone

+27829243009

Website

Alerts

Be the first to know and let us send you an email when Pravin Tolmen - Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pravin Tolmen - Financial Advisor:

Share