GJM Ultra Brokers

FSP number: 26085

Specialist Financial Planning For Medical Practitioners

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Asset Management

Insurance companies levy an annual management fee of 3% which is made up of administrative, buy-in costs and management costs. An additional cost of 1% is levied by the asset manager (The funds where your money is actually vested). This 4% is deducted from the investor’s interest, (ie 10% interest – 4 % charges = 6% Net Return).

As inflation sits at +/- 6.5% and is the benchmark to all investments, your investment would therefore have a negative growth pattern.

We at Ultra Brokers choose to take our clients direct to the funds / asset managers saving 3% of the 4% levied. Asset management is made up of companies like Allan Gray, Investec, Coronation and Foord to name a few. This reduces your overall cost component and makes the investor the primary re his investment. There are no upfront commissions. An on going fee of 1.14% inclusive of VAT for all services rendered is levied annually.

F10_usingSenior Member – Greg Meaden

F5_usingProfit Share Holder and Manager of Admin:
Tanya Van Niekerk

F3_usingBroker – Justin Edinberry

F8_usingBroker – Michael Meaden

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