Business Update - Closing of a Chapter
A brief message from RICHARD FLEURIOT
“It is with both happiness and a touch of sadness that I share that Branden has been offered the opportunity to go into business with and succeed his Dad. As many of you may know, a vision of a holistic offering under one roof is something I have long held, however, this is a wonderful chance for Branden and one we both believe he should pursue!
Practically, Branden is working through all the regulatory requirements with a view to being fully operational in his new business by the middle of this year. From a service delivery perspective, we plan to continue to team up in our areas of specialisation, so please be assured that there will be no dropped balls. If you have any concerns here, please chat with Candice or me.
F&A and I will be sticking to our knitting and refocussing our entire energy and resource set on evolving our original Wealth Management suite.
We wish Branden and the Reineke's only the very best in this new chapter!”
A brief message from Branden Reineke
“In the last couple years we have had a few changes in the business. Initially moving from the Western Cape to KZN and then making the move from a tied Discovery broker space into the independent Fleuriot and Associates team, who welcomed us with open arms and energy.
Part of this move was a transfer of clients from Discovery FSP to Fleuriot & Associates FSP, and following that there has been a concerted effort to optimise our clients full portfolio (risk cover, short term, medical and gap cover as well as investments) by comparing to market, consolidating policies, as well as consolidating brokers to make life easier for the client and get as much value for money as you can in each area of your portfolio and for each policy.
A new and exciting opportunity has arisen and I have another step to take and chapter to write in the form of starting my own family practice for the succession planning of my father’s successful practice, with over 30 years industry experience.
I am grateful to Richard and the team at F&A. We commit to continuing to work together in our areas of specialisation.
I will be contacting my clients over the coming months to assist with movements onto the new FSP license and make the transfer process as smooth as possible.
Please don’t hesitate to reach out if there are any concerns you have, or anything that I may assist with.
Although I am sad to see this chapter come to an end, I am excited for this new chapter.”
What can you expect?
WEALTH PROTECTION CLIENTS:
Practically, Branden is working through all the regulatory requirements with a view to being fully operational in his new business by the middle of this year. He will be contacting Wealth Protection clients over the coming months to assist with movements onto the new FSP license and will endeavour to make the process as smooth as possible.
WEALTH CREATION CLIENTS:
Everything continues as normal. You can look forward to hearing from Richard and/or Candice!
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