FSP and Management :
FSP : FINANZ KONSULTANTE CC
Finanz Konsultante CC 2000/023129/23 is a registered Financial Services Provider with the FSB , registration number # 16282
Finanz holds agreements with various top insurers, life and short-term, investment companies and medical-schemes, to support client's needs with a variety of best choice products. All detail of compliance and disclosure documents as well as full company profile available on request.
Our Admin and base office is still in Pretoria ( as for the past 25 year ), recently added Hermanus Office in 2015.
CEO and Key Individual : BARRY VAN VUREN CFP®
holds post graduate diploma in financial planning , ILPA-Associate ( UOVS ) 2000
Fpi Member - a Certified Financial Planner®
Barry ( BG Jansen van Vuren )
1989 Sanlam - Advisor ( region "Verwoerdburgstad" - now Centurion )
1991 Standard Bank Financial Advisors ( Stanfin ) - Standard Bank Sunnyside, Pretoria
1992 Volkskas / ABSA Brokers - Makelaars. Pretoria North.
1994 Independent Broker - Van Vuren Makelaars - and independent ever since.
1997 Created "FINANZ" - the first Bond Originator Consultants network in RSA, with estate agents a.o. Seeff & Aida
2000 Formed FINANZ KONSULTANTE CC - focused on financial planning & insurance brokers.
Studied at TUKS & UNISA and holds the University OFS post-graduate certificate as ILPA Associate ( in Personal en Corporate Financial planning ) since 2000.
Member of Fpi ( Financial Planners Institute ) - no 126808 - as CFP® - CERTIFIED FINANCIAL PLANNER
Manager - Client Service : RETIRED 31/07/2020
MARITA PRINSLOO B Comm ( UP )
Use above email for private contact with Marita.
Marita joined Finanz in 26 October 2009 as p.a for Barry. Marita has build up an intense personal and professional relationship with our clients.
Marita RETIRED 31/07/2020 We appreciate her loyal work for 11 years and wish her well ! ALL work will be routed alternative channels.
PR & Claims Manager : ( and now temp Admin Manager )
DEBBIE VAN VUREN B Pharm ( NWU )
078 3746920 or 028 3131604
Debbie, although a professional pharmacist, oversees our short-term insurance claims administration.
Debbie is now also qualified in Shortterm Insurance PERSONAL- and COMMERCIAL- LINES
Debbie enjoys living and working in Hermanus, and manages CLAIMS and the Office Administration and Public Relations.
We have a number of very competent support personnel, at various insurers and funds, specialized in there specific product, to ensure the best knowledge and services for all our clients.