Charl Smith
financial advisor in Pretoria, South Africa
Why choose me as your Financial Advisor?
I am a registered representative of Discovery Life Ltd (FSP no - 18147), through which I hold the appropriate professional indemnity insurance cover and I may hence, only provide you financial advice in respect of Discovery products.
I am employed as Associate Financial Advisor at DFC Reef. I've been employed in the Financial / Risk industry for over 8 years and I do not work under supervision. I am fully accredited by the FSB and authorised by Discovery Ltd. to provide financial advice on the following products:
Health Service Benefits;
All Long-term Insurance Products;
Participatory Interests in Collective Investment Schemes;
Retail Pension Benefits;
Securities and Instruments;
Short-term Insurance Products
I believe in continuous professional development in order to provide my client's with the best and most relevant advice possible.
Why Discovery?
When you join Discovery Life you can get an initial discount of up to 15% and thanks to our exclusive integration feature, the better you manage your health and wellness, the more benefits you will receive..
The PayBack benefit offers you valuable financial benefits throughout your policy term. By simply linking your Discovery Life Plan with your other Discovery products, you can receive a percentage of your premiums back every five years for managing your health and wellness.
Integration allows you to receive up to 50% of your premiums back every five years! You can also choose to receive a PayBack payment annually for the first 10 years of your policy, in which case you can get up to 35% of your premiums back every year, guaranteed.
Reasons to invest.
Get up to 15% extra money on your retirement savings or reduce your administration fees to zero when you switch your existing retirement annuity or preservation fund to us.
Get an upfront boost of up to 26% of your initial contribution to enhance your Discovery endowment investment value right from the start.
With Discovery Insure you can get back up to 50% of your fuel spend per month and a free tracking device with impact alert.