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Karen Eckley

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Karen Eckley

Karen

Holistic Estate- and Financial Planner


Currently resides in: North West, South Africa

Born 04-09-1966 in Outjo Namibia

Using expert knowlegde, 27 years of experience and a strong ability to simultaneously think strategically, analytically and creatively to design an estate- and financial plan uniquely tailormade to a client's needs, with due regard to the complex environment in which such plan is implemented and maintained whilst maintaining strong commitment to principles, values and work ethics but still nurturing a personal relationship with the client and the family.

Contact details

privateoffice@trusteesforthefuture.co.za

O: 0182930656

M: 0834479543


Business Address

19 Totius St, Potchefstroom, South Africa, 2520


Professional details

Current Position(s)

Director | Futurum Financial Group (Pty) Ltd
Potchefstroom, South Africa | December 2011 - present

Accounting, Banking and Finance

Promoting the success of the Company FSP 654 by formulating strategies for management to grow this Company in a sustainable manner whilst mitigating risk.


Chief Executive Officer | Trustees for the Future Pty Ltd
Potchefstroom, South Africa | March 2006 - present

Accounting, Banking and Finance

Managing day to day activities of this fiduciary services company and ensuring long and short term goals are achieved in the best interest of the company and all its stakeholders


Instructor Legal Education and Development | School at North West University | Law Society of South Africa
Potchefstroom, South Africa | March 2005 - present

Law Practice and Legal Services

Instructor at the Potchefstroom School for Legal Practice presented to LLB graduates preparing for admission examinations as attorneys on the subjects of Wills and the Administration of Deceased Estates


Previous Position(s)

Fiduciary Specialist | Fiduciary services and third party claims | Frans Kruger attorneys
Potchefstroom, South Africa | January 1997 - May 2000

Law Practice and Legal Services

Advising clients on wills, trusts and thirdparty claims as well as holistic estate planning and drafting of legal documents in support and implementation of such plan.


General manager | management | Glass Medic, PG Autoglass
Potchefstroom, South Africa | 1994 - 1996

Entrepreneurship and Small Business

Managing a small business which specialized in the repair of windscreens rather than the replacement thereof.


Administrative clerk | Securities and administration of deceased estates | ABSA BANK LTD
Potchefstroom, South Africa | December 1988 - June 1994

Accounting, Banking and Finance

Advising ABSA clients on the contents of their wills before instructing ABSA trust to draft the documents and acting as branch representative between deceased's family and ABSA trust during the administration of deceased estates

Educational history

Secondary

Christiana High School, Christiana, South Africa (1984)

Tertiary

UNIVERSITY OF FREE STATE (UFS)

Bloemfontein, South Africa | February 2008 - September 2008

Advanced Post-grad diploma in Financial- and Estate planning - Holistic and advanced financial- and estate planning

A qualification which allows deeper level of expertise and insight in holistic financial- and estate planning

UNIVERSITY OF FREE STATE (UFS)

Bloemfontein, South Africa | February 2002 - September 2002

Post-grad diploma in Financial Planning - Financial planning

Post-graduate diploma specializing in personal financial planning and corporate financial planning

North West University (Potchefstroom Campus)

Potchefstroom, South Africa | January 2000 - December 2000

Post-grad diploma in Estate Planning - Estate planning

Post-graduate diploma in Estate Planning specializing in tax law, law of succession, property law, matrimonial property law and holistic estate planning

North West University (Potchefstroom Campus)

Potchefstroom, South Africa | January 1989 - November 1989

H.E.D - Education

Diploma in Higher Education

North - West University (Potchefstroom Campus)

Potchefstroom, South Africa | January 1985 - November 1988

B Com (LAW) - Business Economics, Accounting, Private Law

Achievements

Awards

Most Inspiring Instructor School for Legal Practice Potchefstroom | 2007

awarded by students who attend to most inspiring instructor at the school annually

Shortlist and nomination

short list FPI financial planner of the year | 2008

made the short list of the FPI's financial planner of the year - was in top 10

Other Achievements

Vuyani Adacemy of Learning | 2006

I pioneered an academy of teaching and learning for post-graduate students who enrolled for Post-graduate diploma Financial Planning (UFS) where I lectured on related subjects daily. Studying for this qualification was initially only done by distant learning but this academy changed that. The academy delivered successful graduandi in 2007 2008 2009 and 2010 of whom most practice as very successful financial planners.

Activities

Memberships

Fiduciary Institute of South Africa

Senior estate- and financial planning practitioner, February 2011 - present

The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners and sets high minimum standards for the industry.
Member number FISA0633

Fiduciary Institute of South Africa

senior trust administrator, February 2011 - present

The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners and sets high minimum standards for the industry.
Member number FISA0633

Fiduciary Institute of South Africa

Senior estates administrator, February 2011 - present

The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners and sets high minimum standards for the industry.e Member number FISA0633

Fiduciary Institute of South Africa

Senior wills drafter, February 2011 - present

The Fiduciary Institute of Southern Africa (FISA) is the only professional body focusing solely on fiduciary practitioners in Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners and sets high minimum standards for the industry.
Member number FISA0633

Society of Trust and Estate Practitioners

TEP, May 2011 - present

Worldwide professional association for those advising families across generations

Member number 254900

community

Ons Hulde retirement home

Board of Trustees, January 1996 - May 1998

Board member for the retirement home to assist the SAVF

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