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Suzean Haumann

Suzean Haumann

Brenthurst Wealth

FSP no: 7833  
CFP®

Suzean is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


REGION:

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Contact information

 
 
021 914 9646
 
Tyger Waterfront, Waterfront Terraces Block 2
Carl Cronje Drive, Bellville
 
  VISIT WEBSITE

About

Suzean Haumann is a Certified Financial Planner®️ and a registered member of the professional body, the Financial Planning Institute of South Africa. She has experience in various aspects of financial planning and focuses on investment and retirement planning as well offshore investment, being qualified as a foreign exchange consultant for the company.

Suzean is the head of the Tygervalley branch, in Cape town and also one of Brenthurst Wealth’s Key Individuals. She is fully qualified to give advice on all investment matters.

Company info

Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in 2020 and 2017, runner-up in 2016, top three in 2018 and in the top four in 2021 in the Intellidex Wealth Manager and Private Bank Award. The company has eight offices countrywide and one international office in Mauritius, providing independent financial advice from experienced and highly qualified financial advisors.

Brenthurst has a predominately high-net-worth client base consisting of individuals, companies and trusts. It provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, risk planning, a foreign exchange service, wills and estate planning.

The company was established in 2004 and has an established track record of providing exceptional service to clients, maintaining a high client retention rate.

Suzean on Moneyweb

estate planning, living annuity, inheirtance, emigration, estate planning, share portfolio, reader question, Guardian's Fund, inheritance, Department of Justice, estate planning, trusts

How can we ensure our Australian child can access their portion of our living annuity?

30 Aug 2024
There are three options, with one being preferable … ...
living annuity, retirement annuity, retirement planning, offshore exposure, reader question, Mark Twain, bias, rational thinking,

Should I get a living annuity with offshore exposure or stick with my RA?

14 May 2024    4
The decision will depend on your risk profile and income needs. ...
retirement planning, pension fund, preservation fund, annuities, reader question, student budgets, student income, Discretionary funds, living annuity, investing in living annuities, investing, investing discretionary funds

Should my mom preserve her retirement fund until she reinvests it in a living annuity?

13 Feb 2024    1
She wants one third of the fund as a capital payout when she turns 55 and a living annuity at 60. ...

Suzean's views

Why source of funds is so important

29 Jul 2024
By verifying the source of funds, financial institutions can mitigate the risk of being involved in illicit activities. ...

Implications of unpaid maintenance support on retirement investments

1 Jul 2024
Nobody gets married planning to divorce one day. Yet, it is a reality of modern life. A divorce has a significant impact on the lives of the previously married couple, especially their finances. One a ...

When the going gets tough, the savvy get going

19 Mar 2024
How to thrive in a volatile market. ...
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