Address : South Africa
Industries : Financial Services
Website : prudent.co.za
Company Description
Prudent Advisory Services (FSB no. 4292) is a Financial Services Provider company that is independently operated and owned by Mr. Larry Brookstone. This company is closely associated in its business dealings to the Discovery Group, The Momentum Group, Sanlam, Altrisk and several Offshore Investment Companies.Having being born out of Discovery Advisory Services (Pty) Ltd. during 2002, Prudent Advisory Services places a strong emphasis on the service it provides to its clients and innovative ideas around financial planning. The management of the branches within the company is delegated to Sales Managers each bringing several years of individual experience and service competency.
Specialities
- Tax Advice Investment Advise Estate Planning Retirement Planning Business Insurance Key Person Insura
- Financial Services
Financial
Employees Total : 61
Miscellaneous
Founded in : 1992
Linkedin : prudent-advisory-services
Last Updated : 2023-12-05
Employees
- George Calitz ( Advisor )
- Carlos Allan ( Financial Planner )
- Michelle Agenbag ( consultant )
- Gys Pienaar ( Financial advisor )
- Sheona Ferreira ( Financial Advisor )
- Maggie Schalk ( administrator )
- Freek Prinsloo ( Branch Manager )
- Leah Wedderspoon ( Financial Advisor )
- Gavin Hill ( BRANCH MANAGER )
- Sagrie Kuppusamy ( Financial Advisor )
Alumni
- Ankur Kapoor ( summer inters )
- Shane Viljoen ( Financial Advisor )
- Brian Buchel ( Financial Consultant )
- Anthony Walters ( Financial Consultant )
- Karen Porter ( New Business Manager )
Competitors
 | Sterling Manor Financial, LLC financial services 1.1M yearly revenue |
 | Maffe Financial Group financial services 25.3M yearly revenue |
 | Corinthian Wealth Management, Inc. financial services 4 employees |
 | Sherrin Partners financial services 55 employees |
 | FB Wealth Management Pty Ltd financial services 11 employees |
 | Kent Carlyle Wealth Management Ltd financial services 0 employees |
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