23 Grevillea Street, Kleinbron Estate Brackenfell, Brackenfell, Cape Town, 7560
Mannix Financial Services, Cape Town
Opening Hours
Open now, Closes in 4 hours
| Tuesday | 08:00 - 20:00 |
| Wednesday | 08:00 - 20:00 |
| Thursday | 08:00 - 20:00 |
| Friday | 08:00 - 17:00 |
| Saturday | 08:00 - 17:00 |
| Sunday | 08:00 - 17:00 |
| Monday | 08:00 - 20:00 |
Usually via calendar meeting request
updated more than 2 years ago
Opening Hours
Open now, Closes in 4 hours
| Tuesday | 08:00 - 20:00 |
| Wednesday | 08:00 - 20:00 |
| Thursday | 08:00 - 20:00 |
| Friday | 08:00 - 17:00 |
| Saturday | 08:00 - 17:00 |
| Sunday | 08:00 - 17:00 |
| Monday | 08:00 - 20:00 |
Usually via calendar meeting request
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Description
Certified financial planner specialising in Asset Types and Investments and Portfolio Planning and Management, 3 decades of experience in holistic financial planning services. Independent advice means no bias towards any company. Reputable service providers. Diverse experience including personal to corporate financial services solutions. Employee benefits and Investments are my passion. Trustee communication to staff members, correct structuring of employee benefits is what I thrive on doing. Putting together executive financial plans and empowering the financially illiterate are both equally rewarding. My clients range from national corporates, to male and female executives, to young families and graduates. We ALL need access to quality financial advice. My executive clients all started somewhere and it is my way of continuing to give back. I enjoy mentoring those new in the industry, and enjoy seeing their confidence as they grow.
Categories & Keywords
- Financial Services
- Investment Services
- Trust
- Disability Services
- Employee Benefits
- Wills
- Medical Aids
- Short Term Insurance
- Business Insurance
- Estate Planning
- Bond
- Commercial Insurance
- Pensions
- Pension Fund
- Life Cover
- Retirement Planning
- Financial Planning
- Financial Needs Analysis
- Saving for Education
- Provident Fund
- Derivatives
- Unit Trusts
- Income Protection
- Business Assurance
- Testament
- Motor Insurance
- Equity Investment
- Guest House Insurance
- Bond Cover
- Preservation Funds
- Living Annuities
- Financial Advisory Services
- Investment Companies
- Collective Investment Schemes
- Keyman Insurance
- Structured Investments
- Factory Insurance
- Offshore Financial Planning
- Offshore Investing
- saving for retirement
- retiring now
- independent advisor
- professional financial services
- professional financial advice
- staff benefits
- international investments
- householders insurance
- fixed income funds
- share portfolios
- partner insurance
- shareholder insurance
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