Mareli is a CFP® professional. CFP certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 0861774000 |
| ADDRESS: | Lynnwood Bridge Office Park, Kaaimans Bldg 4th Floor, 4 Daventry Str, Lynnwood Manor |
| WEBSITE: | https://www.psg.co.za/branch-office/pretoria-oos-pretoria-east |
Mareli joined PSG Konsult in 2014 and is currently a wealth adviser at PSG Wealth Pretoria East.
She holds a BCom in Investment Management from the University of Pretoria and an honours degree in Financial Planning from the University of Johannesburg. She is also a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa.
Mareli is passionate about her work and believes in building long-term relationships with her clients. Working alongside a strong team of investment professionals and market analysts ensures that she can offer quality advice and service as she manages her clients’ wealth – always with a strong focus on retirement and investment planning – and she also specialises in uncovering local and offshore investment opportunities.
Mareli is passionate about her work and believes in building long term client relationships. She focusses on retirement and investment planning and provide clients with local and offshore investment opportunities. She manages her clients’ wealth alongside a strong team of investment professionals and market analysts ensuring quality advice and service.
PSG Wealth
PSG Wealth is a division of the JSE-listed PSG Konsult, a leading financial services company. We focus on wealth creation, wealth preservation, asset management and insurance. Our advice-focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. PSG Wealth has been recognised as the Top Wealth Manager of the Year: Large Institutions in 2019, 2020 and 2021 in the prestigious Intellidex Top Private Banks and Wealth Managers Awards.
PSG Wealth Pretoria East
PSG Wealth Pretoria East forms part of PSG’s network of offices and has several times been named PSG’s Office of the Year. The office is committed to offering clients an unsurpassed investment and wealth management experience.
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