Justin Getkate
Paraplanner and Representative at Pwm Wealth
Based in Durban, South Africa
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Seniority
Staff
Department
Other
Location
Durban
Industry
Financial Services
Company size
23
Contact information
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j•••••••@pwm-wealth.com
Phone
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Background
About Justin Getkate
Paraplanner and Junior Wealth Manager with a CFP designation. I am passionate about Investment and Estate planning, developing strategic wealth plans as well as savings and drawdown plans to mitigate taxes. I develop investment model portfolios for local investments and chair the local investment committee as well as being a member of our offshore investment committee based in Jersey. As a paraplanner I assist in developing sophisticated financial plans for our Managing Director and Financial Director so that they in turn can provide the most boutique service to their affluent clients.
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