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Marzel Swart

Marzel Swart

PSG Wealth Pretoria-East

FSP no: 728  
CERTIFIED FINANCIAL PLANNER®

Marzel is a CFP® professional. CFP certification is the only globally recognized mark of professionalism for financial planning.


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Contact information

 
 
0861774000 / 0827470368
 
Lynnwood Bridge Office Park, Kaaimans Bldg 4th Floor, 4 Daventry Str, Lynnwood Manor, Pretoria, 0081
 
https://www.psg.co.za/branch-office/pretoria-oos-pretoria-east

About

Marzél Swart started her career in 2007 during the Global Financial Crisis, and gained valuable experience as a junior stockbroker under some of the most challenging financial market conditions. She expanded her expertise in investment, wealth management and retirement planning acquiring a BCom (Finance) from the University of Johannesburg and qualifying as a Certified Financial Planner CFP®. She has been with PSG Wealth Pretoria East for the past 13 years and is assisted by a strong professional team to meet clients’ expectations.

Company info

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.

Marzel on Moneyweb

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Marzel's views

Contrary emotions in an upside-down market

30 Jun 2022
It’s wise to evaluate the cycle of market emotions in this topsy-turvy world. ...

Options in the valley of low interest rates

20 Jan 2022    1
To gain access to potentially better returns, you need to accept a higher level of risk. ...

Investors’ dilemma – TINA

15 Oct 2021
TINA: There is no alternative. ...
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