Monti Coetzer
CFP and experienced financial planner
Monti Coetzer has been in the insurance industry since 1992. He has been a Top 5 Sanlam Adviser for more than 10 years, he is also one of the Top Advisers for PPS. Monti has a BPharm degree, and has successfully completed the Wealth Management qualification, Financial Planning 1,2 and 3.
Monti is fully qualified in Business Assurance, including Buy & Sell Agreements and Key Man insurance. He also specializes in Investment Planning and Tax Planning.
Monti strives to always be educated as possible, and constantly attends courses and seminars to ensure he provides his clients with the best possible advice.
Monti is the Director of PointBlue Bluestar.
He is now working in partnership with First For MO Bluestar to bring you these Financial Workshops. Together we are authorised by Sanlam, to sell Sanlam, PPS, Discovery, Brightrock, Altrisk; and Santam, Echelon, MiWay; and Fedhealth and Bonnitas.
Events that was hosted by Monti Coetzer
| Event | Start Date | CPD Hours | Status |
|---|---|---|---|
| PM Series - Money Matters - Your Cash flow - Budge... | 03 September 2018 | 2 Hours |
Event Past
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| PM Series - The Property Game | 01 September 2018 | 2 Hours |
Event Past
|
| Money IQ for Accounting Firms | 11 July 2018 | 2 Hours |
Event Past
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Webinars on Demand presented by Monti Coetzer
| Title | Hours | ||
|---|---|---|---|
| No Webinars Available |