A "Pathfinders" experience.......

Jean Le Roux			Business: Master Financial Services Financial Advisor

Role In Pathfinders: Member

Profile:

I am Financial Adviser, representing Master Financial which is one of Liberty’s top performing Franchises. I have a B Compt Hon qualification and am also a registered tax practitioner. My background is in finance as I have spent 14 years of my working career as an Accountant with my last corporate title being Financial Manager.

As a Financial Advisor we at Master Financial focus on the following needs and services:

• Individual Needs:
  • Risk Cover
  • Death
  • Disability
  • Impairment
  • Dreaded Diseases
  • Income Protection
  • Investments
  • Pre-Retirement
  • Post-Retirement
  • Specific Goals
  • Education
  • Other
  • Wills
  • Taxation
  • Medical Aid
  • Estate Planning

• Business Needs:
  • Business Assurance
  • Buy & Sell Agreements
  • Keyman Policies
  • Income Protection
  • Deferred / Preferred compensation
  • Group Benefits
  • Provident Funds
  • Pension Funds
  • Corporate Personal Pension Plan
  • Medical Aid

Contact details:

• Telephone: 011 805 7237
• Mobile: 083 273 5292

Email Jean by clicking here!

Commitment to BNI: Membership to a BNI chapter resulted in the following key values:

Relationship building with individuals in different business areas. ( The one key factor in my industry that cannot be packaged)

Recurring business ( be it through ongoing referrals )