Johan Fourie profile picture

Johan Fourie

Momentum Financial Adviser at Specialized Portfolio Solutions

Brooklands Lifestyle Estate 2, 405 Rigel Avenue, Erasmusrand, Pretoria, Gauteng, 0168

Contact

+27 (83) 375 2829



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Administration

Alma Fourie
+27 (83) 411 9701

Languages

Afrikaans,English

Franchise

Specialized Portfolio Solutions

I have been in the industry since February 1999 and have a passion to retire clients securely. I also believe that there is no one fix solutions for a client, a plan needs to be designed around the specific need of each client and being conservative in nature, the implementation of the plan follows a conservative approach. I operate from out a close nit family approach and simple structures because I believe clients are in need of someone they can truly trust and who is down to earth. My book comprise of about 100 active clients and 100 retired clients. As I do not receive an fee income on the clients who retired, I am constantly searching for new clients to take through the life cycle process.

industry experience

22

Years

Qualification

BA
BA Honnours
Post Graduate Diploma in Higher Education (Cum Laude)
Post Graduate Diploma in Financial Planning

Career history

I started with Liberty in 1999 as a Broker Consultant in Bethlehem. I went through the ranks being promoted to Senior Consultant and then to Executive Consultant. I was appointed Branch Manager in 2003 for the Joint Venture with Standard Bank in Cape Town. During 2005 I joined the Bloemfontein office as an Executive Consultant and developed the local SBFC business unit. I turned an IFC in March 2010 and during November 2012 I joined Broker Division as 'n Tied Broker. During June 2015 I joined Standard Bank Financial Consultancy in the Private Bank segment. I then decided to leave the employment of Standard Bank and joined Specialized Portfolio Solutions in April 2017. This provided me with a golden opportunity to conduct business on a personal but professional manner supported by excellent products and managerial and administrative support.

Services offered

Healthcare

Get custom medical aid, designed to meet your needs, as well as your budget.

Life Insurance

Safeguard you and your loved ones from the financial uncertainty that comes with serious illness, injury, disability or death.

Car and Home Insurance

Providing you with reliable short-term insurance to protect your hard-earned valuables and personal belongings.

Investment and Savings

Get personal investment solutions to help you meet your financial needs and achieve your goals.

Multiply

Earn great discounts and cashbacks from over 60 leading brands when you improve your health, safety and finances.

Wills and Trusts

Rest easy knowing Momentum Estate Administration will ensure your estate is managed accordingly when you're no longer able to.

Financial Planning

We're in the business of providing you with sound financial advice to help make smart decisions when it comes to your money. Let us help you to achieve your dream and goals.

Retirement Planning

Your decision to start saving and investing for your retirement is one of the most important decisions you'll ever make. By planning for your retirement today, you can maintain your standard of living in your golden years.

Employee Benefits

Enjoy innovative investment and risk solutions, for the financial security of your employees and business.

Commercial Short Term Insurance

From construction to aviation and farming, whatever your needs, we have business insurance tailored to meet your industry.

Client testimonials

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