This entails a full diagnostic of a clients portfolio i.e. his life, disability, dread disease and income protection as well as all his investments including banking, stocks, ETF’s, satrix and unit trust. It further takes into consideration the clients Assets and Liabilities – ie: Owings , property’s, share options in hospitals, shares as well as any other offshore investments or offshore properties that he might own.
GJM Ultra Brokers has vast knowledge in all of these arenas and fully understands that a client’s portfolio is made up of many different types of investments which may or may not be insurance related but which make up a risk profile for the client which is highly important to understand. We believe in utilizing financial planning to pay off all debt associated with one’s portfolio.
GJM Ultra Brokers has a client base in excess of 900 medical doctors and at present our Investment Book in excess of a Billion under Asset Management.
Given the size of our book, we have been able to secure DISCOUNTED rates from various blue chip life insurance companies re OUR life insurance, disability, dread disease and income protection offering. As these products are not assets in a client’s portfolio, it is our intention to insure that the medical doctor does not pay one cent more than what is required of him re the cover he currently exercises. We would rather see our clients vesting their money in assets or paying off debt than wasting their money on deemed estate / items that render no value unless an incident occurs.
Senior Member – Greg Meaden
Profit Share Holder and Manager of Admin:
Tanya Van Niekerk
Broker – Justin Edinberry
Broker – Michael Meaden
Sales Manager – Yaseen Shaik
Broker - Dwaine Graham