SANDTON FINANCIAL ADVISOR

JAMES VIGNE
 James Vigne
Firm Villic Wealth (Pty) Ltd
Suburb Sandton
Address Cube Workspace. 205 Rivonia Road, Morningside, 2057
See Map
GPS -28.057397, 26.088682
FSP Licence 48747
Languages English, Afrikaans (in order of proficiency)
Email
Tel 0832622121
Cel 0832622121
Website www.villicwealth.co.za
Qualifications
Bachelor of Commerce (BCom) Financial Management
UNISA
Regulatory Exam: Representative (Distinction)
Issuing authority Financial Planning Institute; FSCA
Regulatory Exam: Key Individual (Distinction)
Issuing authority Financial Planning Institute; FSCA
Member of MASTHEAD
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Business Assurance
Offshore Investment
Group Schemes

FOCUS

INVESTMENTS including Pre- & Post- RETIREMENT PLANNING. Retirement Plans are comprehensive & tailored to every client’s needs. STEWARDING your wealth.

OTHER SERVICES

Villic Wealth, in association with our carefully selected referral partners, also offer further services such as Wills, Trusts, Administration of Estates, Short Term Insurance, Medical Aid, Tax and Accounting.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

We also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Investec AM and Rezco. Furthermore, Villic Wealth, in association with our carefully selected referral partners, also offer further services such as Wills, Trusts, Administration of Estates, Short Term Insurance, Medical Aid, Tax and Accounting.
Companies through which more than 30% of income is derived:
Allan Gray and PPS

EXPERIENCE

I entered the industry in 2012 within the independent financial advice space. I started as a professional assistant to the executive financial planner and then moved into an independent financial advisor role while gaining valuable experience in High Net Worth Client Retirement Planning, Independent Financial Planning and Investments.

For more than 3 years now I have been the executive financial advisor and director of Villic Wealth (Pty) Ltd.

ABOUT FIRM

VILLIC WEALTH is an independent financial advisory and wealth management business. We are a licensed & authorised Financial Services Provider (FSP no: 48747) and we specialise in retirement planning.

VILLIC WEALTH is independent and built on the principle of stewardship. As a business we pride ourselves on ethics and best practice. We are compliant Members of Masthead and have received the 2019 FAIS COMPLIANCE SEAL for an excellent standard of compliance. We are unashamedly ethical.

We are accredited with and provide independent advice on products with several leading Insurance Companies and Investment Managers in South Africa. These include companies such as Allan Gray, Ninety One (previously Investec AM), Momentum, Old Mutual, PPS Insurance, PPS Investments.

We also make use of various investment options from pedigreed Fund Managers such as Coronation, Foord, Prudential, PSG, Nedgroup Investments, Prescient, Allan Gray, Investec AM and Rezco.

In addition to this we have valuable referral partners who can provide our clients with Wills, Trusts, Administration of Deceased Estates, Medical Aid, Short Term Insurance and Tax related Services.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R2000000.00
Recurring monthly: R3500.00
Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff 1
Indemnity insurance Insurance: yes
Value: R5000000.00
LATEST NEWS AND VIEWS
The uncertainty and havoc that Covid-19 has unleashed globally and the result-ant effect it has had on all of our finances requires a careful look at how we deal with our money. The crisis has divided the global population into two groups. Either you have benefitted, because you had the good fortune to be invested in tech and online shopping, or your finances took a beating with poor investment performance, unemployment or you own a restaurant/guesthouse. Either way, you will need my advice and support. Like you, I do not have a crys-tal ball, but what I lack in financial fortune telling I more than make up for in experience and focus. During this time you will need support, guidance and expertise. I am at your service.
WHERE THIS FINANCIAL ADVISOR IS BASED
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