Personal Services Offered
Corporate Services Offered
Approved Service Providers
About Karen…
Karen is your holistic Financial advisor who will not only expertly guide and advise you on growing your investments, but also on how to protect yourself and your family from financial losses which may arise due to death, disability or illness. She views each client and their families as her own, and wants to make sure that all aspects of the life cycle are catered for, from cradle to grave.
Karen has been an Independent Financial Planner since 2013 and holds a B Com (Honours) Degree in Business Economics from the University of the Witwatersrand. She also has a Post Graduate Diploma in Financial Planning from the University of the Free State and is a practicing CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa.
What We Do
VCIB Wealth acknowledges that each client has a unique set of financial needs. Our role as your Financial Planner is to assist you with analysing your current financial circumstances, and compile a financial plan to help you set and achieve your financial planning goals. The solutions that we recommend as a result of this process, are generally financial product based and are reassessed on an annual basis to ensure that you are tracking towards your goals.
VCIB Wealth is an independent advice based company, which means that we are not obligated to sell specific financial products. Being independent allows us to provide objective advice on financial products suited to our client’s requirements.
VCIB Wealth provides both Personal and Corporate Services:
Personal Services
Investment Management
Life Assurance
Estate Planning
Medical Aid
Wealth Management
Financial Planning
Pre and Post Retirement Planning
Investment Advice
Financial Planning is about more than just good advice or investment returns.
It’s about providing guidance that you can trust!
Corporate Services
Business Succession Planning
Buy and Sell Arrangements
Key Man Insurance
Group Life/Risk Schemes
Corporate Retirement Annuities
Corporate Retirement Funds
Financial Planning Process
The 6 steps to financial planning
Approved Service Providers
Compliance
MASTHEAD IS
A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.
Masthead (Pty) Ltd is an FSCA-approved compliance practice.
Physical Address: 1st Floor, Park Terraces, Golf Park, Mowbray, 7405
Tel: 021 686 3588
Policies
Click on the below to download our various policies:
Conflicts of Interest Policy
Complaints Resolution Policy
Treat Customers Fairly (TCF) Policy
Protection of Personal Information Policy
Testimonials
Contact Us
Postal Address
Orange Grove 2119, Johannesburg
South Africa
Physical Address
Block G, 1st Floor, Michelle St
Morningside 2196, South Africa
Contact Details
