Trish Joubert
Franchise Principal/Financial Adviser at Consult North West And Western Cape
2Nd Floor Building 3, Parc Du Cap, Mispel Road, Bellville, Western Cape, 7530
Contact
+27 (83) 288 5074 ,+27 (21) 100 3279
[email protected]
Scan code
Franchise
Consult North West And Western CapePatricia's services are grounded in a deep and sincere concern for the welfare of her clients and this is evident in the high standards she upholds. A keen runner and baker, she enjoys spending quality time with her children when she isn't running the numbers.
Qualification
RE5 Certificate in Financial Planning, N6 Marketing
Career history
He has a total of 54 years’ experience acquired throughout his respective roles, which he feeds on in order to give his clients true value for their time, money and trust in his services.
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.
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.