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Intercept Financial Services

Failing to Plan is Planning to Fail

We provide a holistic approach to risk and financial planning. We believe in removing the technical jargon which many clients don't understand and consult using everyday terms. We believe in upliftment and education of our clientele is the biggest key to our successful portfolio construction.

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Bio

Professional Consulting

I entered the financial industry in 2009 just as the markets were crashing and the industry was in disarray. I had always been passionate about helping people and this has become my drive. I believe in upliftment and education of people on the basics of financial planning, assurance and healthcare. I hold a BBA in economics and commerce, ACMI and currently completing a national wealth diploma. I believe in continuous professional development which enables me to give my clients the best taylor made advise.

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Portfolio construction and data collection

My services are customized to meet the specific needs of each client. I work collaboratively throughout the entire process and guarantee measurable results. Contact me to find out how I can help today.

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What do I need to disclose?

This is a professional industry which is highly regulated. There are several documents which are needed to assist a financial planner in rendering advice.

  • FICA documentation

  • Introduction and disclosures by the advisor

  • Service level agreement

  • Financial information

  • Astute confirmation (Financial services exchange)

  • Brokers note

  • Salary Advice

  • Compliance documentation

  • General mandates

  • Current Assurance and Insurance details.

  • Client Needs Analysis 

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We are an Independent Contractor for Discovery

So why use us? We are a truely ONE STOP RISK MANAGEMENT SHOP.

Our brokerage offers the following products:

  • Medical Aids

  • Hospital Plans

  • Short Term Insurance

  • Risk Planning

  • Investments

  • Retirement Annuities

  • Endowments Policies

  • Professional Insurance

  • Disability Cover

  • Income Protection

  • Critical Illness Cover

  • Vitality Healty Rewards

  • Bond Cover

  • Business Insurance

  • Buy and Sell Agreements and Cover

  • Estate Planning

  • Wills

  • Trusts Setup and Management

  • Flexible Investments

  • Portfolio Management

  • Offshore Stocks and Forex

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