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Ms. KATE BROWN Ms. Kate Brown
Employer Fiscal Private Client Services (Pty) Ltd
Suburb Claremont
Address 9 Bishoplea Road
FSP License  FSP Licence 12895
Languages not specified
Email
Tel 671 3175 Fax 671 8133
Qualifications Post Graduate Diploma in Financial Planning.
SERVICES 
Financial Advisors Fields of Specialisation Pre-retirement and retirement planning. Helping clients to understand what constitutes "living within their means". We help clients to manage their lifestyle to optimise their choices given their resources.
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
Offshore Investments
Other Services We provide financial planning and counselling services. We help clients preparing for retirement and at the time of retirement, make a coherent connection between the way they seek to live and their resources. We also offer a pre-marriage counselling service to couples.
LATEST NEWS & VIEWS:
EXPERIENCE
Kate is a Certified Financial Planner. She started her career as a money market dealer with Hill Samuel Merchant Bank. At Hill Samuel she began developing an investment advisory service for private clients. In 1987 she joined FISC Investment Management (Pty) Ltd where she ran the private clients department, developing an investment counselling service, probably the first of its kind in South Africa. During this time she was also involved with the first Index Unit Trust in South Africa, the All Share Index Fund. She purchased her department from FISC in 1997 and formed Fiscal Private Client Services (Pty) Ltd. She now offers financial planning and counselling services along with her fellow Certified Financial Planner, Gavin van Dyk, whose details are also available on this site. Her work is supported by acsis, a leading financial planning company which provides support to independent financial planners. Fiscal was the first strategic partner to be appointed by acsis in Cape Town.
OTHER LISTED MEMBERS OF THIS FIRM
COMPANIES REPRESENTED  Financial Institutions South Africa
Other Companies represented Ashburton, Frater, and Rand Merchant Bank.
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R1,000,000
Recurring monthly R10,000
Financial Advisor Fees  Remuneration Salary
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R3,000,000
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