blue light

Guidance. Insight. Trust. Prosperity.

Independent Financial Advice & Wealth Magement

Accumulate greater wealth through a committed savings plan
Select tax- and cost-effective investment solutions
Maintain a long-term investment strategy
Achieve a more comfortable retirement
Avoid emotional investing and poor financial decisions
Focus your attention beyond the performance of individual investments to that of your entire portfolio

My unique Value Proposition to You

My commitment to you is to at all times put your needs first, work with the utmost integrity, be objective, fair and competent, and to abide by the principles of confidentiality, diligence and professionalism.

Investment Planning & Wealth Management
Retirement Planning
Estate Planning
Risk Planning & Life Insurance

About me

I am a CERTIFIED FINANCIAL PLANNER® bound by the Financial Planning Institute Code of Ethics and Practice Standards. I hold a Postgraduate Diploma in Financial Planning Law from the University of the Free State, and a B.Iuris law degree from the University of South Africa and form part of a worldwide professional financial planning network.

Testimonials

Marinda het deur slim beleggings en baie goeie advies dit vir my as gewone bankamptenaar moontlik gemaak om met my pensioen my droom huisie by die see te koop.

Mev Roma Buys – Jacobsbaai

I have known Marinda for nearly ten years whilst she’s acted as my long-term insurance advisor, and at all times have found her to be dependable, honest, communicative and reliable. I always enjoy her interaction and my respect for her personally and professionally cannot be understated.

Mr David Foster – Pearl Valley

As n klient van Marinda Swanepoel vir die afgelope +-9 jaar kan ek die volgende getuig van haar. Marinda is n mense mens, sy is n persoon wat altyd sal kyk dat sy die beste opsie vir jou belegging kan bewerkstellig. Sy is die tipe persoon wat nie vir eie gewin iets sal doen nie, maar sodat ons die beste opbrengs moontlik kan ontvang. Dit gaan nie om wat sy kan maak daaruit nie, maar wat die beste is vir ons as ‘n klient. Sy is ‘n persoon met wie jy kan praat, maak nie saak hoe lank dit neem nie. Sy maak altyd tyd vir jou as persoon. Marinda is altyd op tyd en deeglik met die nodige informasie wat sy aan ons oordra.

Mnr Piet en Mev Jolene Reynolds – Kuilsrivier

Ek vertrou Marinda se professionele raad in die bestuur van my bates al vir baie jare. Goeie opleiding en jarelange ervaring maak haar uiters geskik om finansiële beplanning te doen om te pas by elke fase van my lewe. Die wete dat my geldsake goed beplan is, gee my gemoedsrus vir die toekoms. Ek kan Marinda se finansiële dienste sonder skroom aanbeveel.

 Me Rolien van der Merwe – Durbanville

“Honest, efficient, client focused, disciplined” are but some of Marinda’s qualities as a person and as a Financial Advisor. She has handled my portfolio as if it is her own, being sure to tailor it to suit my needs and goals. Her ongoing servicing of my portfolio is dependable and consistent. I have peace of mind as a client.

Mrs Sue Whaits – Welgelegen

We have been dealing with Marinda since 2003. Transitioning into retirement has been much easier thanks to Marinda’s guidance. We have found her to always be sympathetic to our needs. We would gladly recommend Marinda to handle any person’s portfolio, she is honest, thorough, professional and goes that extra mile for her clients. A lovely lady to do business with.

 Mr Jimmy and Mrs Anne Stevenson – Port Elizabeth

Marinda Swanepoel has been our Financial Advisor for the past 10 years. We have always admired her up to date information on all matters concerning the world of finance together with her efficient manner in handling all our financial and personal affairs.

Mr Harry and Mrs Jan McGill – Rouxville

Marinda is a passionate financial advisor whose strenghts are that she really listens to the client and is very patient and easy to communicate with. We appreciate her professionalism and efficiency. It is great to have an advisor who is caring, knowledgable and understanding. We feel safe with our investments and future plans in her capable hands. We have benefited from her advice and recommend her services.

Carine and Madelein, de Malle Meul – Philadelphia

Associated with

 

foord-logo

img_0064

error: Content is protected !