CAPE TOWN FINANCIAL ADVISOR

DYLAN STOKES
 Dylan Stokes
Firm AGM Financial Services Group Pty Ltd
Suburb Cape Town
Address De Oude Schuur, 120 Bree Street, Cape Town, 8001
See Map
GPS -18.4167098, 33.922049
FSP Licence 12475 / 23034
Languages English (in order of proficiency)
Email
Tel 0218614888
Cel 0813507324
Fax N/A
Website agmfsg.co.za
Qualifications
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

All your Financial needs including: Investments, Retirement Planning, Medical Aid, Commercial Insurance, Short-term insurance, Life and Disability insurance.

OTHER SERVICES

Gap Cover; Structured Risk Insurance

COMPANIES REPRESENTED


OTHER COMPANIES REPRESENTED

PSG Wealth; Bryte Insurance; Infiniti Insurance; MUA; Vantage; Discovery Insure; Momentum Insure; Fedgroup; Santam; AC&E; Western

EXPERIENCE

ABOUT FIRM

WHO WE ARE

Since people are our most valuable asset, the AGM Financial Services Group of company’s team is dedicated to providing top quality service to every single client.  We are committed to delivering a highly professional service and nurture an enduring relationship and long-term loyalty with all our clients.

OUR HISTORY

AGM Financial Services Group was formed when AGM Insurance Brokers (Established in 1995) and Mapsure Bokers SA (Established in 1995) merged in 2005, forming AGM Mapsure Financial Consultants Pty Ltd and in 2006, AGM Mapsure Risk Management Consultants Pty Ltd. In 2012 we formed our holding company AGM Financial Services Group Pty Ltd to control all the subsidiaries within the group.  Since the merger in 2005, AGM FSG acquired Dial A Quote, Terry Ortlepp Insurance Brokers, Roux Du Toit Insurance Brokers, Atfin Financial Services and Oosthuizen Insurance Brokers.

 

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R100000.00
Recurring monthly: R500.00
Remuneration Fee and Commission
Legal structure of employer (Pty) Ltd company
Number of staff 21 - 50
Indemnity insurance Insurance: yes
Value: R20000000.00
WHERE THIS FINANCIAL ADVISOR IS BASED
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