Kevin Pretorius

A skilled Certified Financial Planner that can offer a wide range of experience within the Financial, Banking, Investment Sectors.

I'm a skillful professional with a B.com degree in Economics & International Trade, with Risk Management Graduate from North West University (NWU).

I am a competent candidate who desires a position with a reputable organization where I can utilize and conduct effective planning and strategizing, and provide sound advice to senior managers, top executives, and clients.

I shine in performing financial modeling, fiscal/monetary policies, forecasting, planning, key metric reporting, risk management, process optimizations, and econometric analysis.

I’m results-driven and have a track record of often taking on additional duties and tasks to achieve my deadlines and targets if need be. I lead by example and strive for excellence in the workplace. I have a laissez-faire approach to management style.

The professional challenges provided by my current role have proved exciting and strengthened my ability to prioritize and facilitate several competing demands from stakeholders and clients.
 

Competent areas include (but are not limited to) –

• Deliver real estate investment  advice to clients.

• Propose strategic strategies to achieve short- and long-term objectives for property investments and estate planning with minimal risk.

• Conduct a thorough financial needs analysis for clients to assess their current financial position in relation to their short- and long-term objectives.

• Advising on Trust entities and company structures.

• Advising on property financing.

• Strong knowledge on Section 13sex.

• Scheduling consultations with novice, as well as more experienced investors.

• Logging and diarizing all activities pertaing to client dealings on a CRM system (PipeDrive)

• Spearhead and successfully implement appropriate property portfolio planning through using property tools

• Build, retain and maintain client relatonships

• New business development - recruit new clients on an ongoing basis.

• Build lucrative and strong client relationships that improved retention and increased referrals.

• Talk to clients to determine their expenses, income, financial objectives, tax status, risk tolerance, or other information needed to develop a property portfolio plan

• Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.

PropInvest

Senior Investment Consultant 

March 2022 to Current

PPRA Registered

Discovery

PERSONAL FINANCIAL PLANNER

February 2021 to March 2022
Achievements:

• FSB registered.

• RE5 completed.

OLD MUTUAL

FINANCIAL ADVISOR

January 2019 to December 2020

BCom Degree - Economics & International Trade, w/ Risk Management (2018)

Bcom Degree - Marketing (2016)

Paul Roos Gymnasium - Matriculated (2013)