Herb Lewis is the founder of Investing For Tomorrow. He has a degree in Economics from the University of the Witwatersrand (Wits), is a fellow of the Life Management Institute in the United States and holds the Certified Financial Planner designation. Membership of the Financial Planning Institute at the Certified Financial Planner level is only possible after completion of a post-graduate qualification in financial planning and after having been declared “fit and proper” by the Financial Planning Institute of South Africa.
Herb has been involved in the investment industry for the past 15 years, initially in the United States for eight years followed by a five year period at Investec, in both cases in a financial product development and design role.
Herb has extensive experience in the range of investment and retirement
products and the underlying life insurance and unit trust funds in the
South African marketplace and is therefore well positioned to provide
both an advisory service and educational workshops.
In
July 2004 he identified an urgent need to present courses on investment
and retirement planning to company staff and other groups of people.
"Choosing the appropriate unit trust fund is the key to maximising investment returns, and the more informed the investor the more likely this is to happen. "