Koos Malan - Sanlam Financial Planner | JBM BlueStar | Pretoria
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Koos Malan

Sanlam Financial Planner

Bio

Get to know me

Koos Malan is an energetic, full of life financial advisor for more than 20 years, based in Montana, offering professional, personalised assistance & guidance for his clients. Koos has more than 20 years industry experience in Retirement, Savings, Investments and Family planning, and with his fun, personalised, compassionate approach he easily connects with clients to understand their specific need and plan their portfolio accordingly. He has already reached his Whale status at Sanlam indicating his excitement, energy and love for the industry.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Medical Cover
    • Gap Cover

Qualifications & Awards

Qualifications

  • National Certificate in Wealth Management
  • Awards

  • Eagle Status: Adelaar 1 Star
  • International Quality Awards: 19
  • NA

Interests

Things I like to do

  • Cycling and spending time with Family