Dean Phillips Certified Financial Planner

Dean Phillips Certified Financial Planner Discovery Health
Discovery Life
Discovery Invest
Discovery Insure
Vitality Dean Phillips spent 16 years in the Corporate banking industry in Johannesburg.

Initially as Senior Trader at J P Morgan he then went on to UBS Bank as Head of Trading and then on to Macquarie First South as Head of Trading . After his move to Cape Town in 2011 he decided to join Discovery as a financial adviser in an effort to assist clients to achieve the ultimate goal of retiring comfortably. He currently holds a NQF7 qualification in Wealth Management and is busy completi

ng his Postgraduate Diploma in Financial Planning. This will all lay the foundation for his ultimate goal which is the CFP designation. Key to building the financial wealth of his client's personal and business portfolios is constant management and interaction with his clients.He believes that when his clients unlock all the value available to them they will reap the benefits of having an adviser that truly cares and wants to see his clients attain the goals they desire. Dean enjoys Stand Up Paddling as well as Kite-surfing, lazy days on the beach and spending time with his lovely wife enjoying the abundance and diversity that the Cape has to offer.

has unique investment boosts to help you protect your retirement savings. With our current offer, you can get a higher ...
02/11/2020

has unique investment boosts to help you protect your retirement savings. With our current offer, you can get a higher boost of up to 29%. Message me for more information

07/10/2020

S**t happens. Optimism is a choice. Together we can make your financial journey forward less painful than the journey so far.
Dm me for a chat.

30/09/2020

Fantastic news for all Discovery Health members. There will be a 0% increase on health plans for the 1st 6 months of next year.On 1 July there will be a maximum of 5.9% increase, plan depending.

Contact me for further information.

As we go through these turbulent times there are going to be a lot of casualties. To this end i am calling on all those ...
02/06/2020

As we go through these turbulent times there are going to be a lot of casualties. To this end i am calling on all those people who find themselves retrenched or let go. Your existing Pension or Provident fund will need to be moved into a Preservation fund. has unique investment boosts to help you protect your retirement savings. You get rewarded for your healthy investment and lifestyle behaviors with a boost of up to 29%. Message me for more information.

01/06/2020
21/05/2020

Statistics from various sources and Discovery . All approximate.

20 pct of SA will get Covid-19 by the end of the year.
Of that, 23pct will require hospitalization.
If you have 2 or more chronic conditions your chances of hospitalization is so much higher.
Average cost of admission cases is R85000.
ICU admission R165000
ICU with ventilation R350000.

Discovery has 1 client currently sitting in ICU with an R850 000 bill so far.

If you are on a medical aid you will in all likelihood be admitted to a private hospital, Plan dependant.
If you are not you will need to go to a state facility.

Whatever you do, do not cancel your medical aid.
As for the rest of your portfolio, Give me a call and I will assist or advise wherever I can.

PLEASE DO NOT CANCEL YOUR MEDICAL AID.

Primary care for your domestic staff.Contact me for any additional information.
20/05/2020

Primary care for your domestic staff.
Contact me for any additional information.

With more than 25 years' experience, Discovery is a trusted healthcare partner in the South African and international healthcare environments. Over this time, we have developed industry-leading expertise in quality, affordable healthcare solutions. Our extensive healthcare provider networks include....

Address

Cape Town
7441

Opening Hours

Monday 10:00 - 16:00
Tuesday 10:00 - 16:00
Wednesday 10:00 - 16:00
Thursday 10:00 - 16:00
Friday 10:00 - 16:00

Telephone

+27828203178

Website

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