LUKASRAND, PRETORIA FINANCIAL ADVISOR

Mrs. ESME THERON
Mrs. Esme Theron
MEMBER SINCE 2008
Firm T & E FinOps (Pty) Ltd
Suburb LUKASRAND, PRETORIA
Address 641 Sibelius Street, LUKASRAND
See Map
GPS -28.218641, 25.754831
FSP Licence FSP 15485
Languages English and Afrikaans (in order of proficiency)
Email
Tel 0861 440 666
Website www.tefinops.co.za
Qualifications
Languages: English & Afrikaans
Interests: Reading & Music
Education: Gimnasium High (Welkom) - Matriculated 1978

Qualifications:
Post Graduate Diploma:
CFP® professional
Honours in Human Resources - UFS
Bacalaureus in Human Resources - UFS

Diploma in Personal Financial Management - Liberty Life

Professional Body
Member of the FIA - Membership no: 02004970
Financial Planning Institute (FPI) - Membership no: 9604091
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

We specialise in being your #1 One-stop financial service.

OTHER SERVICES

Financial Literacy Classes

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

Altrisk, Chartis SA, MUA, Etana, Alexander Forbes, Execuline,Santam, M & F, Stanlib

EXPERIENCE

General Profile
A qualified Financial Advisor with wide experience in financial planning and product development.
Self-motivated, self-starter with true entrepreneurial skills.
Effective at building good business relationships, with excellent negotiation and interpersonal skills.

Career Highlights
T&E FinOps (Pty) Ltd (September 1998 - Current): Sole shareholder/Company Director.
The company was established in September 1998. We entered into a national contract with Agri SA in 1999. The product was launched in 1999 and was introduced by former President Nelson Mandela at a gala event in Pretoria.
The company has obtained its FSB license (No: 15485) in September 2004, allowing us to advise and sell full spectrum of financial products.
We are accredited with the Council of Medical Schemes (No: T&E FinOps (Pty) Ltd - ORG 2022 & Esme Theron - BR335) since December 1999.
We currently have 1 individuals licensed with the NCR.
MHW Theron No: 591021 5064 085

Personal Summary
I am a self-motivated individual who believe in high ethics. I operate with honesty and integrity and truly believe in a win-win situation, where all parties involved are satisfied. I am creative and innovative and always looking for new challenges. I enjoy what I do and do it with passion.

Recommendation
Paul MM Vermeulen
Reg Vice President A&H, AIU Africa region (business partner)
"was with another company when working with you.
“Esme is one of the most creative intermediaries I have ever worked with. She knows her clientele better than most and executes her plans. Other than that she's a passionate lady that doesn't take no for an answer. It was a pleasure to work with her.”
December 2, 2008

ABOUT FIRM

T & E FinOps (Pty) Ltd was established in September 1998. Esme Theron the founder of the business is the only shareholder of the company. The company prides itself on the fact that it is a family business and the employees share the same business values and norms that we do. The company has two directors namely, Esme Theron and Tiens Theron. The two directors have altogether 40 years experience in the financial sector. The company started off in developing and marketing of a niche product to the Agricultural sector and since 1998 developed into a One-stop financial services, offering the entire spectrum of financial products and services to selected clients.

T & E FinOps offers the following products and services to clients:

  • Developing insurance and finance products tailor-made to the clients needs.
  • Loyalty programmes
  • Risk cover to groups
  • Pension and Provident Funds
  • Medical Aid and Insurance
  • Business insurance
  • Portfolio analyses
  • Long term Insurance
  • Commercial Insurance
  • Personal Lines Insurance
  • Asset financing
  • Sourcing of new vehicles at maximum fleet discount
  • Product Development

    T & E FinOps associates and is accredited with the following companies:
  • Chartis SA
  • Mutual and Federal
  • Motor Underwriting Agency (MUA)
  • Santam
  • ACE
  • Hollard
  • Discovery Life
  • Momentum Life
  • Liberty Life
  • Altrisk
  • Alexander Forbes 
  • Sanlam
  • Professional Provident Society (PPS) and others
  • All major Medical Aids

    It is important to T & E FinOps to abide by the rules set down in the industry where they do business. Therefore, T & E FinOps is an authorised financial services provider FSP no: 15485, is accredited with The Council of Medical Schemes no: ORG2022 and is licensed by the NCR to do financing. T & E FinOps is also a member of the Independent Broker Council and Esme Theron is an Certified Financial Planner with the Financial Planning Institute. T & E FinOps is one of a few Administration Houses in South Africa for Chartis SA and Hollard SA. The company believes to involve their clients as partners and therefore always negotiate a win-win opportunity for all parties concern.

    References:
  • Dr. Tobias Doyer Santam Agriculture
  • Chris du Toit Agri Business Chamber
  • Chris Schell Nissan SA Fleet Services
  • BUSINESS PRACTICES
    Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
    Recurring monthly: R500.00
    Remuneration Fee and Commission
    Legal structure of employer (Pty) Ltd company
    Number of staff 6 - 10
    Indemnity insurance Insurance: yes
    Value: R20000000.00
    LATEST NEWS AND VIEWS
    We offer Medical Insurance for companies with 10+ employees in Africa.
    WHERE THIS FINANCIAL ADVISOR IS BASED
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