|Firm||Linda C Mannix|
23 Grevillea Street, Kleinbron Estate,
Brackenfell North, 7560
|Languages||English (in order of proficiency)|
Advanced specialisation in Asset Types and Investments and Portfolio Planning and Management.
|Life and Disability|
FOCUSCollective investment schemes (unit trusts), share portfolios, employee benefits - Investment /Risk
OTHER COMPANIES REPRESENTED
Investment experience since 1985 in Investec Asset Management, mainly looking after administration of share portfolio's for family trusts and medical aid investments. Then progressed into marketing and analysis of individual share portfolios with smaller portfolio management companies, which included Appleton, now part of PSG. After qualifying with my Certified Financial Planning exams in 2002, it was obvious I needed to fulfill the role of holistic financial planner. I believe both risk and investments play an important role in anyone's life, the importance being, that my clients understand what their needs really are and where they want to be. In order to enhance my client's experience, I felt it was necessary to formalise my years of investment experience and qualify with specialisations in the investment fields specifically in 2009. This has only improved the processes I follow to match my client's investment needs with appropriate solutions. Together we identify priorities and look for independent solutions that are the most appropriate for the circumstances. Although I have some commendable achievements with certain service providers, I prefer to remain proudly independent, ensuring objectivity when I approach companies for possible solutions.
We are a well established brokerage, which was started in Johannesburg in 2003. Although we have recently relocated to Cape Town, we visit our Johannesburg clients as regularly as needed on our monthly trips and enjoy the loyalty we have earned over the years. Whilst Linda Mannix has the responsibility of providing financial advice, Karyn Todd attends to all administrative requirements. We both focus on our strengths and together ensure that our clients have a positive experience that they are willing to recommend. We enjoy a high level of referral business from our existing clients, which drives our passion to develop a financial services provider that both we and our clients can be proud of. My greatest thrill is to see my clients achieve what they previously thought was not possible. To empower my clients and give them an in-depth understanding of their own financial planning is the most rewarding place for me to be in and that has to be good for clients too.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R0.00
Recurring monthly: R0.00
|Legal structure of employer||unknown|
|Number of staff||2|
|Indemnity insurance||Insurance: no|
The retirement landscape has recently changed for the benefit of investors and retirees alike. These changes have a significant impact on ALL and certainly need to be communicated to existing and new clients. If you are unsure about the changes, lets meet to discuss. Whether you are starting out or need an estate duty liquidity analysis we are there to help.