PSG Wealth Jeffreys Bay nominated at annual awards

2017-05-25 06:00
Luzanne Wait

Luzanne Wait

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PSG Wealth Jeffreys Bay was among nominees at this year’s PSG annual conference and awards ceremony held last week in Sun City.

Financial Adviser and Co-Principal for the office, Pierre Puren, was nominated as one of the top five Wealth Advisers for 2016, and Co-Principal and Insurance Adviser, Luzanne Wait was nominated as one of the top five Insurance Advisers.

The awards are based on the following criteria:

  • quality and professionalism, which look at client interaction, the level of education and skills of staff, practice management and compliance,
  • embracing the PSG strategy, which entails being a strong brand ambassador and supporting the key initiatives of the firm and
  • profitability, in terms of growth revenue as well as in in assets and premiums under administration and/or management.

“We are very proud to be recognised, and it is an honour to be among the fellow nominees and winners, particularly as PSG comprises such a large network of advisers,” says Puren.

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