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.

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

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