BEREA FINANCIAL ADVISOR

Mrs SARAH DRAKE
Mrs Sarah Drake
MEMBER SINCE 2005
Firm Borland Financial Services - Firstglobal Group
Suburb Berea
Address G54 Musgrave Park, 18 Musgrave Road, Berea, 4001, Durban
See Map
GPS -29.85264, 30.99953
FSP Licence 843
Languages not specified
Email
Tel 202 9113
Fax 201 8801
Website www.firstglobal.co.za
Qualifications
  • B.Comm
  • Certified Financial Planner
  • Advanced Post Graduate Diploma in Financial Planning
  • RE 5 Representative Qualification
  • RE 1 Key Individual Qualification
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment

FOCUS

Investment Management and Retirement Planning for high net worth private clients.
COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Firstglobal Asset Management, Prudential Portfolio Managers, Orbis, 36 One

EXPERIENCE

I worked as an International and Local Consultant in the Nedcor Group for 3 years, where I worked for UAL Merchant Bank and was later transferred to Syfrets. The two entities then merged to form Nedcor Investment Bank.

I joined Borland Financial Services as a financial advisor in 1999 and became a director and shareholder in the business in 2002.

Obtained my Certified Financial Planner licence in 2000 and my Advanced Post Graduate Diploma in Financial Planning in 2001.

I am a founder member of the FIRSTGLOBAL GROUP

I keep fit in the gym and my sport of choice is road running. I have competed in a number of marathons and have completed one Comrades Marathon. I love the outdoors and have recenty taken up mountain biking.

ABOUT FIRM

Borland Financial Services has been in existance for 30 years and we are proud to say that we have an established and loyal client base.

We concentrate on offering financial planning solutions to high net worth individuals and corporate entities.

We became members of the FIRSTGLOBAL Group in 2001 when the group was established and through FIRSTGLOBAL we are able to offer our clients bespoke local and offshore asset management solutions.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R1500000.00
Recurring monthly: R5000.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 6 - 10
Indemnity insurance Insurance: yes
Value: R2500000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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