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Mrs. MELONY JACOBY Comments I Send to a friend
 
Mrs. Melony Jacoby
MEMBER SINCE 2007
Firm MVR Fin. Adv. Services t/a MVest Finance
Suburb Musgrave | Map
Address 55 Gladys Mazibuko Road (cnr Marriott / Cowey Road) Musgrave
FSP License  FSP Licence 23311
Languages English Afrikaans (in order of proficiency)
Email
Tel 031-2078514
Fax 0312078249
Website www.mvestfinance.co.za
Qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • CAIB (SA)
  • MEMBER OF FISA (FIDUCIARY INSTITUTE OF SOUTH AFRICA)


 
>Services
Financial Advisors Fields of Specialization: Business Assurance, Estate Planning, Corporate Benefits,
 
Services Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Group Schemes
 

Other Services:

Associated with a Short Term Company, and an Offshore Investment Company to provide a one stop service for our Corporate Clients;
Latest News & Views
RECENT ARTICLE IN THE GET IT MAGAZINE IN DURBAN AND BALLITO
 
PAGE 28 IN THE DURBAN MAGAZINE
 
Experience
I have been operational in the Financial Services Industry since 1992. Absa Insurance  Brokers, Nedcor Group, Celestis Broker Services, and established and founded  MVest Finance;
 
I was instrumental in implementing the new legislation to Insurance Brokers in SA with Celestis Broker Services, and thereafter Masthead.  After working and auditing over 600 financial advisers practices country wide, I made a decision to take what I was teaching financial advisers, and implemented and established my own Financial Advisory Services Practice on the back of the experience and learnings from this.
 
Since my introduction to the Financial World, I have predominantly worked with Businesses and Business Owners, and therefore structured and presented my business to a niche market - Businesses and Business Owners;
 
I specialise in Estate Planning and forms an integral part of our Business Strategy. 
 
We provide unbespoke service to our clients, and pride ourselves on our service delivery.  Our clients always have a warm, welcoming experience when dealing with our staff.   My business has been built on ethics, morals and values, and share these same values with our valued clients.  I am proud to say that my business has been built on referrals, and not one client has left us due to bad service or an unresolved complaint.
 
I am grateful for all the people that have contributed to growing my business, and look forward to being recognised as a market leader and reputable Financial Services Company.
 
About Firm
We provide a fully fledged financial services offering, preferring to establish a relationship with our clients first, and building from that foundation.
 
We follow the 6 step financial planning process as prescribed by the Financial Planning Institute.
 
We are contracted with all the major Insurance and Investment Companies, and are therefore able to provide you with an unbiased solution to your needs.
 
 
 
 
Companies Represented  Financial Institutions South Africa
Other Companies represented:
Stanlib
 
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: R2000.00
Recurring monthly: R500.00
Financial Advisor Fees   Remuneration Fee and Commission
Legal structure of employer Close Corporation (cc)
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance: yes
Value: R1500000.00
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