Your CoDA: Roy Beck

 

Roy Beck

Area: Kwazulu Natal

Tel: +27 (0)31 761 5405
Fax: +27 (0)86 514 7971
Cell: +27 (0)82 453 2828
Email: rbeck@oldmutualpfa.com



Roy successfully achieved his CERTIFIED FINANCIAL PLANNER® designation in April 2009. He has been with Old Mutual for more than 36 years and offers an advisory service aimed at helping clients to achieve the financial independence needed to sustain a preferred lifestyle.
 
 

Roy is situated in the Highway area and specialises in Post Retirement and Investment Planning. As part of his advice and service to his clients he provides continuous support and information to assist clients in understanding the intricacies of financial matters.
 

 

My Staff members are:


Trudy Roux
troux3@oldmutual.com

Trudy has been in the industry for 41 years.
 

Jenny Clarke
rbeckpa@oldmutualpfa.com

Jenny has been in the industry for 27 years
 


Old Mutual vs Peter Moyo

18 March 2020
Court dismisses Peter Moyo's application read more >

Budget Highlights

12 March 2020
The 2020 Budget Speech read more >

Building Informed Solutions

3 May 2019
read more >

Offshore Portfolio and Predictions

8 November 2018
read more >

Swiftcare Emergency Application

7 November 2018
read more >

Old Mutual Gap Cover

10 September 2018
read more >

Positive Budget 2018

22 February 2018
read more >

Expectations Report 2018

6 February 2018
read more >

A November to remember

5 December 2017
read more >

Safe for now, but ratings risk remains

28 November 2017
read more >

That's more like it

10 October 2017
Global Equity Markets surge ahead read more >

South Africa will weather the storm

30 June 2017
read more >

Comprehensive Fact Sheet

7 April 2017
read more >

Questions and Answers Sheet

7 April 2017
read more >

South Africa in Junk Territory

7 April 2017
read more >

Instant gratification not a good idea

3 March 2017
read more >

Old Mutual Budget Stop Press 2017

3 March 2017
read more >

Wealth Intelligence Weekly 23rd January 2017

24 January 2017
A good start to the new year read more >

WHAT DOES IT TAKE TO ACHIEVE A CONSISTENT TRACK RECORD OF PERFORMANCE?

8 November 2016
read more >

What can you expect in the Medium Term Budget Policy Statement?

28 October 2016
read more >

How do you invest in a Roller Coaster Stock Market

28 July 2016
Challenging times and Key Questions read more >

HOW DO I MANAGE THE CURRENT FINANCIAL VOLATILITY AND POLITICAL UPHEAVAL?

10 May 2016
read more >

Local and Offshore Asset Classes' returns

10 May 2016
read more >

It's been a tough year for investors

14 April 2016
read more >

US Rates Cycle and Weak China Data depresses Market Sentiment

16 February 2016
read more >

Investing with Clarity in a Challenging World

16 February 2016
read more >

New Taxation Laws

8 February 2016
Which tax laws is the Government passing? read more >

Prosperity

10 November 2015
read more >

Market Volatility in Perspective

27 August 2015
read more >

Practice of the year finalists

6 August 2015
Practice of the year Finalists read more >

It's easy to do business

29 July 2015
read more >

Steps to register Old Mutual MY PORTFOLIO

29 July 2015
read more >

Wealth Intelligence weekly: KEY QUESTIONS

30 March 2015
read more >

Open up to a new world of saving

9 February 2015
read more >

Invest for income

30 January 2015
read more >

Invest for Income

26 January 2015
Saving is about adjusting lifestyle now so that you are not forced to do so at some time in the future. Extract from Money Marketing 31.1.2015 by Simon Pearse, CEO, Marriott Asset Management. read more >

Some Q&A on the market turbulence from Peter Brooke (Manager of the Flexible Fund) that will help:

30 October 2014
read more >

The cost of living longer – and why we cannot ignore it

30 October 2014
read more >


 


 

With the right financial advice, the possibilities are indeed infinite.