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Marinda Swanepoel Consult

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Marinda Swanepoel Consult

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MARINDA SWANEPOEL

My mission is to build long-term relationships with my clients by offering continuous and focussed financial services according to their personal financial needs. I believe that a holistic approach to financial planning enhances the emotional and financial wellbeing of clients.

Because I focus on your wellbeing and I want you to realise your needs and goals:

1. Your priorities and goals serve as my starting point.
2. I build long term relationships according to the six step principles of financial planning.
3. I give appropriate and independent advice that is not related to the marketing of a specific product or product provider.
4. My fee structure is transparent.
5. I offer continuous and focused client service.
6. I comply with the ethical codes of conduct of the Financial Planning Institute of South Africa (FPI).

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