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Contact information

Contact Number: 0123478240 / 0727953604
 
Address: 494A Lois Avenue, Erasmuskloof X3, Pretoria
 
Website: http://www.brenthurstwealth.co.za

About

MARISE joined the Brenthurst team in April 2015 and is based at the Brenthurst Pretoria office. She is an experienced Certified Financial Planner® with demonstrated experience in the financial services industry. She has a B.Com. in Investment Management and B.Com. (Honors) in Financial Management from the University of Pretoria. She also holds a Postgraduate Diploma in Financial Planning from the University of the Free State. Marise is a member of the Financial Planning Institute of South Africa. She focuses on developing financial planning strategies to suit clients’ particular financial needs and developing appropriate investment strategies.

Company Info

Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in the 2017 Intellidex Wealth Manager and Private Bank Award. The company has six offices countrywide, providing independent financial advice by experienced and highly qualified financial advisors.

Brenthurst has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, long term insurance, wills and estate planning.

Brenthurst Wealth was one of the first companies to receive the FPI Approved Professional Practice™ accreditation, the premier accolade and recognition of adherence to the highest standards of professionalism and service in the financial planning industry. The Approved Professional Practice™ accolade is only bestowed upon a practice once certain rigorous criteria have been met, which include, amongst others, that at least 60% of the planners are Certified Financial Planners and at least one CFP® professional is a key individual.

The company was established in 2004 and has an established track record of exceptional service to clients and maintains a high client retention rate.

Marise ON MONEYWEB  

My unit trust fund investment hasn’t accrued in value

23 August 2018    116
What should I do to ensure I get some income from this investment? ...

‘We take a collective approach’

2 June 2017    18
Marise Smit on where she sees value in international markets, the Brenthurst fee structure and young blood versus wise owls. ...

Marise's VIEWS  

Facts and fiction about retirement

31 July 2019    84
With expectation and risks come many misconceptions about planning, preparation and timing. ...

The debt dilemma: pay or invest?

15 May 2019    91
Whether you pay off a mortgage, invest, or do a combination, it'll benefit you long term - as long as you remain disciplined. ...

The legacy debate: living vs guaranteed annuity

12 March 2019    89
Choosing between the two products should not be based on financial legacy. ...

Make the most of retirement planning tax benefits

16 February 2018    32
Use the remaining weeks to the end of February to review contributions to retirement investments and tax-free savings accounts. ...
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