Financial Workshop was founded in the early 1990’s and has successfully traded as an independent life assurance brokerage and pension
advising Services.
Financial Workshop Gauteng cc, founded by Stewart Gordon, is based on eight years of research into what people really want when it comes to money matters, focusing on ones attitude towards money rather than the traditional focus of selling
insurance products.
Stewart Gordon Having practised as a volunteer ILS paramedic for the past decade for such companies as Netcare 911 and the Ekurhuleni Metropolitan Municipality life’s tragedies and traumas are all to real and This reality assists Stewart in helping his clients realise that life is passing us by. Work has become the purpose for most people and money
the master.
With the introduction of the Long Term Insurance Act, the focus has been on professionalsing the insurance industry and assisting clients in assessing whether or not they are receiving sound advice. Stewart has met these requirements with double the accreditation points that are needed for his qualification at this point in time. He has also been a member of Luasa (Life Underwriters Association of South Africa) since 2001.
Financial Workshop - Key Characteristics
By empowering my clients with the relevant knowledge, they have been able to make informed decisions regarding their financial matters. From budgeting to debt management to goal setting and prioritising all within their unique financial position, An individually designed plan is put into action for each client to enhance their unique financial position. This includes budgeting, goal setting and prioritising their needs.
Experienced, impartial, highly qualified advice is given with regards to personal financial planning on such issues as death, disability, medical aid cover and investment portfolio’s.
Financial Workshop - History
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