Volunteer Profile

Mr Albertus Fritz

Executive Financial Planner,
SUCCESSION FINANCIAL PLANNING Advisory Services (Pty) Ltd

Contact Details

SUCCESSION FINANCIAL PLANNING Advisory Services (Pty) Ltd
417 Yvonne Street
Waterkloof Glen
Pretoria, GP
Google Map Icon
Work: 0878089713
Home: 0878089713

Social Links

Volunteer Profile Banner

Volunteer Bio  

Opt in to the Volunteer Pool

Areas of Expertise

  • Business Financial Planning
  • Employee Benefits
  • Healthcare Planning
  • Investment Planning
  • Long Term Risk Planning
  • Personal Financial Planning
  • Retirement Planning
  • Short Term Risk Planning
  • Tax Planning
  • Wills, Estate Planning and Trusts

Volunteer interest

  • Pro Bono Education
  • Pro Bono personal consultations
  • Pro Bono speaking opportunities
  • Pro Bono Workshops on Financial Planning Topics
  • Serving on Committees
  • Serving on working groups

Languages

My volunteering

Showing 4 of 4
One-on-One consultation by appointment
14-10-2021  |   1 points awarded  |   1 CE credit
Completed
FPI MYMONEY123™ workshop
08-06-2021   |   Online  |   2 points awarded
Completed
FPI Financial Planning Week (FPW) 2019
Oct 7 - 11, 2019  |   3 points awarded  |   1 CE credit
Completed
Facilitate an FPI MYMONEY123™ workshop - Springs
14-03-2019   |   CNR Main & Plantation Road, Springs, GP 1565  |   2 points awarded  |   1.5 CE credits
Completed