Amista Financial Solutions Pty Ltd.

Amista Financial Solutions Pty Ltd. Adri has been in the industry for the past 15 years. She is a short and long-term Financial Advisor for Discovery, Old Mutual, PPS, Santam and many more.

Independent Financial Adviser
Amista Financial Solutions

April 2015 – Present (1 year 4 months)|Pretoria Area, South Africa

Adri believes that everyone’s economic and personal situation is unique. She is cognisant of this fact when she provides financial advice! Overview
Adri has been in the industry for the past 14 years. She is currently a short and long-term Financial Advisor for Discovery,

Momentum, Old Mutual, PPS, Liberty, Sanlam, Santam, Hollard (Altrisk), Mutual and Federal, Fairban Capital Investments, Bonitas and Fedhealth Medical Aid. Other Skills
Sales Manager and Adviser, with an NQF Level 5 - “Wealth Management” Certification;
She also believes that personalized services are essential when matching clients’ needs with a suitable product and service, while mitigating risk. Adri is committed and passionate and always ready to learn more about her clients’ personal goals and interests. She believes that planning with a client as a team makes it easier to map out sustainable and suitable Financial Plans. Adri is connected to a wide network of financial service providers who all conform to excellence, commitment, product knowledge and transparency. These values are only some of the many that they uphold. A deal closes – but the relationship is permanent! Achievements
Adri achieved various prestigious ‘Awards’ with both Discovery Life and Old Mutual.

2005 Top Financial Consultant – Mirror Business Solutions, Liberty Life
2008 National Top 10 Financial Advisor Award with Discovery Life
2012 National Top 10 Financial Advisor Award with Old Mutual
2014 Top Consultant Odin Financial Services
Discovery Life Club 100 Award
Old Mutual Quarterly Performance Award
Discovery Life Quarterly Performance Award

https://www.thesportsfan.co.za/Affiliates/List-Of-Affiliates/Amista-Financial-Solutions


Courses: NQF Level 5

Always appreciate what you've got!
12/10/2016

Always appreciate what you've got!

10/10/2016
Always keep on fighting!
06/10/2016

Always keep on fighting!

Wondering what Amista is about?We can give you the best advice concerning the following:
05/10/2016

Wondering what Amista is about?
We can give you the best advice concerning the following:

OLD MUTUAL gives you the SmartMAX Education Plan. Invest in your child's future starting today!For more information call...
29/09/2016

OLD MUTUAL gives you the SmartMAX Education Plan.
Invest in your child's future starting today!
For more information call Adri 076 991 3937 or email us at [email protected]

OLD MUTUAL CHILD SEVERE ILLNESS BENEFIT*29 Conditions*10% of Parent Cover or R500,00*1 Claim per Child*2 Claims per Bene...
27/09/2016

OLD MUTUAL

CHILD SEVERE ILLNESS BENEFIT
*29 Conditions
*10% of Parent Cover or R500,00
*1 Claim per Child
*2 Claims per Benefit
*Min age 2 - 18

Provides cover for specified child severe illness by paying a lump sum in the event of the diagnosis or occurrence of such illness as defined in the benefit Terms and Conditions.

This lump sum can be used for any lifestyle adjustments required as a result of a child surviving the specified illness.

For further information Contact Adri 076 991 3937 or [email protected]

"Education is not the learning of facts, but the training of the mind to think" -Albert Einstein
26/09/2016

"Education is not the learning of facts, but the training of the mind to think"
-Albert Einstein

Address

Candlewoods Country Estate
Centurion
0157

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 14:00

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