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Tammy Loots

I am a financial advisor and representative of Borland Financial Services Group (BFSG) and have been involved in the financial services industry since January 1995, hence over 25 years’ experience in financial planning. I have the Advanced Certificate in Financial Planning (NQF level 6, SAQA no. 96750) and have passed the Regulatory Exam for Representatives (RE 5) and Regulatory Exam for Key Individuals (RE 1). My experience and focus are the management of investor’s total financial portfolio in the form of asset management, estate planning, investment planning, retirement planning tax planning and personal and business insurance planning. Finally, I am also a member of the Financial Planning Institute and sit on the management team at BFSG.


10 Nollsworth Crescent, Umhlanga, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

tloots@*********o.za

Reveal contact details

Tammy Loots

I am a financial advisor and representative of Borland Financial Services Group (BFSG) and have been involved in the financial services industry since January 1995, hence over 25 years’ experience in financial planning. I have the Advanced Certificate in Financial Planning (NQF level 6, SAQA no. 96750) and have passed the Regulatory Exam for Representatives (RE 5) and Regulatory Exam for Key Individuals (RE 1). My experience and focus are the management of investor’s total financial portfolio in the form of asset management, estate planning, investment planning, retirement planning tax planning and personal and business insurance planning. Finally, I am also a member of the Financial Planning Institute and sit on the management team at BFSG.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

10 Nollsworth Crescent, Umhlanga, South Africa

Get directions

Contact details:

083 XXX XXXX

tloots@*********o.za

Reveal Contact Details

About

About Borland Financial Services Group – Durban

Borland Financial Services Group (BFSG) is an independent, "high end" financial advisory and wealth management business established in 1985. Mike Borland and Sarah Drake are the shareholders and directors of the business having 55 years of combined industry experience. Tammy Loots (Investment Wealth Manager) and Dee Sunny (Risk and Healthcare Specialist) both having over 25 years of industry experience, sit on the management team. Our advisory team is backed up by an experienced, qualified and competent team of administrators with an average of 15 years’ service with BFSG. Each client is regarded as an individual with unique circumstances and needs. We take pride in our personal level of service and advice and in the bespoke nature of the solutions applied to our clients’ needs. BFSG is one of 7 shareholders in FG Investment Partners which is a national network of independent financial advisors around South Africa .

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.