DURBANVILLE FINANCIAL ADVISOR

LINDA MANNIX
 Linda Mannix
Firm Linda C Mannix
Suburb Durbanville
Address 23 Grevillea Street, Kleinbron Estate, Brackenfell North, 7560
See Map
GPS -18.69105, 33.847626
FSP Licence
Languages English (in order of proficiency)
Email
Tel 0219812578
Cel 0832679380
Fax 0866161302
Qualifications

CFP

Advanced specialisation in Asset Types and Investments and Portfolio Planning and Management.

SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Collective investment schemes (unit trusts), share portfolios, employee benefits - Investment /Risk
COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

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. 

ABOUT FIRM

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.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration unknown
Legal structure of employer unknown
Number of staff 2
Indemnity insurance Insurance: no  
LATEST NEWS AND VIEWS

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. 

WHERE THIS FINANCIAL ADVISOR IS BASED
COMMENTS