Mart-Marie has spent her entire career focusing on personal financial planning for individuals and family businesses. She is responsible for developing and implementing financial plans for individuals covering all areas of finance, including pre- and post-retirement planning, risk cover and estate planning. In addition to financial planning for individuals she also provides financial advisory services to family businesses and small to medium sized companies. She has a passion for financial education and enabling investors to take control of their personal finances.
Mart-Marie obtained both her B.Comm degree and postgraduate Diploma in financial planning from the University of Stellenbosch. She is a CERTIFIED FINANCIAL PLANNER ® professional and a member of the Financial Planning Institute of South Africa. Although she is based at GraySwan’s offices in Somerset West, she is able to service clients nationwide.
GraySwan Wealth, a division of Gray Swan Financial Services (Pty) Ltd, provides independent, tailor-made and conflict free financial advisory services to private investors. Our investment team has more than 100 years of investment experience in both advisory and fund management and has been working together in excess of 10 years. Our team is not only one of the most experienced but also most stable in the industry.
Our other division, GraySwan Investments advises to in excess of R20 billion of assets of the most prestigious retirement funds in South Africa. We are one of the largest independent advisors in South Africa. Our industry body BATSETA has recently awarded GraySwan with the Responsible Investment Consultant of 2016 award which reflects our responsible approach to investments and our clients. Our institutional investment approach which is applied across our business provides our private clients with a unique edge as they benefit directly from our proprietary and leading edge investment research and access to unique and low cost funds which has led to superior investment performance.
Saving for retirement is a continuous journey. We assist you to experience financial freedom and to ensure a comfortable retirement. Investment opportunities do not wait for anyone.
Contact us to start investing today.