It is vitally important that you ‘connect’ with the individual that you eventually choose as your Independent Financial advisor. This is true whether you are selecting someone to assist you in managing your assets and help you in planning to achieve your personal financial goals, or those of your business.
A good Independent Financial Advisor is someone who you can trust and turn to at any time, someone who really understands you, your aspirations and needs as an individual, and can relate the financial side of life to you in ways that are logical and clear. In addition, a good Independent Financial Advisor is someone who is prepared to be there for you, your family and your business for the long haul, by providing independent views on a variety of product houses and their products, while keeping your interests in mind at all times.
So if you are looking for more than someone to simply sell you an insurance policy, then we believe that we have a very good place to begin our first conversation. Call us on 021 434 8065 or email firstname.lastname@example.org to set-up a time to meet.
In the meantime, we encourage you to read on to find out a little more about Ivan.
A brief introduction to Ivan as an individual...
If there is one attribute that Ivan could pin to his success in delivering financial services, it has to be ‘understanding’.
Ivan doesn’t pair financial products with people, but rather creates financial management solutions that help people achieve their goals. Ivan sees insurance products and investment schemes as simply a means to an end in the lives of the people that he assists.
Ivan is a down-to-earth, honest and open individual who sees life as it truly is. He may not always mince his words, but you will leave his company knowing that you have enjoyed a meaningful, productive conversation with someone who you can truly trust – the way you would a friend.
An Investment Strategist and Financial Advisor, Ivan Ginsberg has been an Authorised Financial Services Provider since 1991.
Before he discovered his passion for financial planning, Ivan worked as a furniture manufacturer during the 1980s and in 1990 he designed and constructed kitchens before making his move to the Financial Services industry.
Ivan joined Liberty Life's North City Group in 1991 and remained with the company until he launched his own practice in 2004. With over 20 years of success as a financial advisor, Ivan has garnered numerous industry awards which attest to his unique, customer focused approach.
A qualified scuba diver instructor, keen golfer and avid Harley Davidson enthusiast, Ivan works hard and plays hard and has a deep respect and appreciation for the magnificence of the world around him.
Ivan is also the founder of Living Wealth - a revolutionary business model designed to enhance the way we manage business operations indefinitely.
Why select Ivan as your financial advisor?
- Ivan is an Authorised Independent Financial Services Provider situated in Cape Town.
- Ivan is able to provide a qualified, independent opinion on financial products.
- Ivan is your single point of contact regarding insurance and investment matters (no call centers).
- Ivan takes the time to understand you as an individual, or understand your business.
- He draws from a wealth of over 20 years’ experience.
- He provides an honest comparison of value in your existing policies.
- Ivan reviews your goals and performance with you annually.
- He subscribes to a strict Code of Ethics [view here]
Ginsberg Financial Brokerage. Helping individuals and businesses prosper since 1991.
An Authorized Financial Services Provider | FSP No. 3991 | We are FICA and FAIS compliant