Khumo Pooe
Financial Advisor at Iwcp Insurance & Wealth Creation Professionals
Based in City of Johannesburg, South Africa
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Seniority
Staff
Department
Finance & Accounting
Location
City of Johannesburg
Industry
Financial Services
Company size
184
Contact information
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k•••••••@iwcp.co.za
Phone
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Background
About Khumo Pooe
I am a Financial Advisor at Insurance and Wealth Creation Professionals (IWCP); an Affiliate of the Liberty Group (FSCA2409). My mission is to help clients achieve their financial dreams! I make dreams a reality by making the complex decisions around Financial Planning simple. The IWCP Client Financial Wellness Dashboard is at the centre of this process that focuses on Wealth Protection, Wealth Creation, Wealth Preservation and Estate Planning. I am qualified by Liberty to do comprehensive financial needs analysis on the Wealth Protection, Wealth Creation, Wealth Preservation and Estate Planning in order for you to achieve a balanced portfolio. I hope to achieve long-term, mutually beneficial relationships with all my clients. My support team includes Financial Planning Specialist, Tax Consultant, Estate Planning Specialist, Corporate Specialist, Investment Specialist and a strong administration team.
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