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

Bio

​If I should choose one buzzword I use quite often, it must be the word "balance".
Life is about experiences!!!!...some good, some bad, some in-between.
I take my role as Financial Planning Professional, seriously,  demanding a lot of time and effort....and so it should be!
However, I am a whole person. My "other" life is also important. That of father, family man, friend and participant in different sport disciplines.

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

Education

University of Pretoria
Pretoria, Gauteng, South Africa
MBA, 2001
Management
1999 To 2001
Dissertation: The Learning Organisation

UFS
Bloemfontein, Free State, South Africa
Post Graduate Diploma in Financial Planning Law, 2004
Financial Planning
2004 To 2004

Unisa
Pretoria, Gauteng, South Africa
BA, 1995
Psychology, Communication Science
1993 To 1995

Job History

Succession Financial Planning
Executive Financial Planner
Pretoria, GP, South Africa