Debby Carter
Wealth Management Consultant at Rockfin Wealth Management
Based in City of Cape Town, South Africa
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Seniority
Manager
Department
Finance & Accounting
Location
City of Cape Town
Industry
Financial Services
Company size
18
Contact information
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d•••••••@rockfin.co.za
Phone
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Background
About Debby Carter
Owner of Moneypenny Financial Services - Accredited Financial Planner Discovery Life, Invest, Medical, Insure Vehicle cover, Gap cover and Vitality. Liberty Life, RA and endowment, Gap Cover, Momentum Insure, Envoy, Priceless,+55 short term cover. Momentum life, retirement, endowment, home loan lfe cover, medical aid, Multipy, commercial cover and Wills. Bonitas Medical Aid cover. Sanlam Life, Retirement, Endowment, Gap cover and Wills. Buy and Sell cover, Key Person cover. Pet insurance Landlord protection cover for legal costs and rental costs if tenant defaults on residential or commercial property. Identifying, developing and pursuing project opportunities and developing client bases and retention. Responsible for all servicing and sales. Strategic thinking, collaboration, self-motivation, responsiveness and the ability to promote the firm.
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