Advice and service so you can make informed decisions
We help our clients to build and protect wealth through financial planning within sustainable personal relationships.
We help our clients to build and protect wealth through financial planning within sustainable personal relationships.
We are committed to work with clients to manage their finances and to implement several practical initiatives to drive it successfully into the future. Our team is committed to drive our clients' Financial Planning proactively to pursue and implement what is required to build and protect their wealth and health.
That's why we commit to:
• provide reliable, accurate service keeping your financial planning up to date
• disclose all relevant information, so you can make informed decisions
• provide trusted solutions that you can afford, caring about your financial wellbeing
• never reveal your information without your consent
• keep regular contact with you
Medical aid is a form of insurance where you pay a contribution or premium in return for financial cover for medical treatment you may incur, as well as any related medical expenses.
Funeral cover is a form of insurance that pays a specified amount of money in the event of a death, ensuring that the costs of a funeral will be covered and family members do not have to struggle financially during this difficult time.
Saving is setting aside money you don't spend now for emergencies or for a future purchase. Investing is buying assets such as stocks, bonds, mutual funds or real estate with the expectation that your investment will make money for you.
Life insurance, also known as life cover or life assurance, is a type of policy that protects your loved ones financially if you die or become disabled. It can help minimise the financial impact the event could have on you and your family, and offer peace of mind to those you care about most.
Short-term insurance is insurance that can be purchased to replace objects and possessions in the event of loss or damage due to accident, disaster or theft.
You always know what to expect
Our office will arrange a time for an interview with you. This is to explain how we work and answer all questions you may have.
We get to know what’s important to you and listen as you explain your goals, dreams and aspirations. We establish where you want to be, ultimately, and where you are today.
Based on the data collected, we will identify all the issues relevant to your needs. We will assess and analyse each issue to formulate strategies to achieve your present needs and review all available options in order to attain your future dreams
We will submit a presentation which will describe your current position. This will include an analysis of all your needs and goals. We will provide product recommendations to achieve your stated needs and goals and cover compliance related matters.
We will ensure that you are comfortable with the recommendations and get your consent to proceed with the implementation. We will assist you to complete all the necessary paperwork, with signatures and approvals, and lodge the applications to the relevant product providers. You will be kept updated with the progress of the application
We will review your plan every and implement any adjustments or additions necessary to ensure that it will continue to support and achieve your goals.
Phone: 018 462 3224
Email: team@mmwm.co.za
WhatsApp: 083 308 4963