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Esmé Theron

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CERTIFIED FINANCIAL PLANNER®

Esmé Theron

Expertise:

Business Risk Planning Disability Insurance Income Protector Life Insurance Medical Aid Retirement Planning Risk Planning Savings & Investments Severe Illness Insurance Estate Planning

Region:

Gauteng Alberton Bedfordview Benoni Boksburg Bronkhorstspruit Bryanston Centurion Cullinan Edenvale Hatfield Heidelberg Irene Isando Johannesburg Kemptonpark Krugersdorp Lyttelton Magaliesburg Menlo Park Midrand Nigel Olifantsfontein Pretoria Randburg Sandton Wapadrand Waterkloof

Qualifications:

CFP
RE1 and RE5
Honours Industrial Pshycology

Summary

T&E FinOps (Pty) Ltd is an authorised Financial Service Provider established in 1998. Esmé Theron, the director and main shareholder, has a BPL Honours Degree and is a CERTIFIED FINANCIAL PLANNER® professional with more than 25 years experience in the financial and insurance industry.

T&E FinOps is contracted to all the major insurance companies in South Africa.

OUR GOAL is to be the #1 One-Stop Financial Service Provider while our professional team deliver products and services through honesty and integrity to our clients, utilising advanced technology, creative and innovative marketing and focussing on best advice and fair treatment of our clients.

OUR VISION is to be your One-Stop Financial Service Provider, through life’s good and bad, sickness and health, creating wealth for all.

OUR MISSION is to strive towards a focused, innovative #1 One-Stop solution, purpose driven towards service excellence, delivering more than expected.

OUR VALUES

Professionalism – We strive to deliver products and services to our clients in accordance with a code of ethics placed a cut above the rest.

Respect – We value our clients essential needs and respect their situations.

Objectiveness – Analysing all facts to give best advice.

Fairness – We treat every situation with absolute fairness as to achieve a win-win situation.

Integrity and Honesty – We strive to deliver a honest, transparent service.

Tenacity – We will persevere through all matters and strive to deliver only the best to our clients.
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Esmé Theron

Expertise:

Business Risk Planning Disability Insurance Income Protector Life Insurance Medical Aid Retirement Planning Risk Planning Savings & Investments Severe Illness Insurance Estate Planning

Region:

Gauteng Alberton Bedfordview Benoni Boksburg Bronkhorstspruit Bryanston Centurion Cullinan Edenvale Hatfield Heidelberg Irene Isando Johannesburg Kemptonpark Krugersdorp Lyttelton Magaliesburg Menlo Park Midrand Nigel Olifantsfontein Pretoria Randburg Sandton Wapadrand Waterkloof

Qualifications:

CFP
RE1 and RE5
Honours Industrial Pshycology