Bianca Pelser
Momentum Financial Adviser
Unit 13, Greenstonehill Office Park, Cnr Emerald Boulevard & Blackstone Drive, Modderfontein, Gauteng, 1610
Contact
+27 (61) 470 1766 ,+27 (11) 021 8965
[email protected]
Scan code
Languages
Afrikaans,English
I have experience in personal and commercial short-term insurance, assisting clients to identify their risks and needs. The process that I follow is simple and straight forward in order for the client to understand the process and his insurance cover. The financial planning process is clearly explained from the onset and this ensures that my clients feel comfortable with the whole process and know what to expect. My diligence and integrity is of utmost importance when I deal with clients to ensure a trusting business relationship that can lead to positive referrals and grow my career.
Qualification
NQF5
Career history
Financial Planner - Momentum (Wealth Creators) Dec 2021 - Present
Financial Planner Assistant - Momentum (Wealth Creators) Feb 2019 - Nov 2021
Services offered
Car and Home Insurance
Providing you with reliable short-term insurance to protect your hard-earned valuables and personal belongings.
Commercial Short Term Insurance
From construction to aviation and farming, whatever your needs, we have business insurance tailored to meet your industry.