|Firm||MVR Fin. Adv. Services t/a MVest Finance|
55 Gladys Mazibuko Road,
(cnr Marriott / Cowey Road),
|Languages||English Afrikaans (in order of proficiency)|
Certified Financial Planner®
Member of FISA (Fiduciary Institute Of South Africa)
|Life and Disability|
FOCUSBusiness Assurance, Estate Planning, Corporate Benefits,
Associated with a Short Term Company, and an Offshore Investment Company to provide a one stop service for our Corporate Clients;
OTHER COMPANIES REPRESENTED
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.
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.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R2000.00
Recurring monthly: R500.00
|Remuneration||Fee and Commission|
|Legal structure of employer||Close Corporation (cc)|
|Number of staff||3 - 5|
|Indemnity insurance||Insurance: yes