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Mnr. MARK WENTZEL (CFP) Comments I Send to a friend I Print
 
Featured Financial Advisor
MEMBER SINCE 2009
Firm Xcede Financial Services(Pty)Ltd
Suburb Centurion | Map
Address 369 Hippo Avenue, Centurion
FSP License  FSP Licence 42660
Languages English and Afrikaans (in order of proficiency)
Email
Tel 663 5191
Cel 083 307 9811
Fax 0866 775 594
Website www.xcedefs.co.za
Qualifications
Certified Financial Planner / CFP
Post Graduate Diploma in Financial Planning (University of the Freestate)
Advanced Post Graduate Diploma in Finacial Planning (University of the Freestate)
Member of FPI (Financial Planning Institute of South Africa)
Registered at the FSB as an authorised FSP No.42 660


 
>Services
Financial Advisors Fields of Specialization: CFP & Advanced Post Graduate Diploma in Financial Planning. Specialising in Business Assurance, Estate Planning, Investment- & Retirement Planning.
 
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Business Assurance
 

Other Services:

We also offer services with regards to Mining Rehabilitation Plans and Guarantees. My company prides itself on Professional Advise, Quality Service & Trustworthy Relationships.
Experience
I Started my career in the Banking sector at Standard Bank (1990-1995). I Then furthered my career in the Financial Services industry as a Financial Plannerat Old Mutual PFA (1995-2000).
 
As I believed in providing holistic and independant advise I decided to become an Independant Financial Advisor in 2000.
 
My experience in banking, finance, origination, business management, property marketing and insurance combined with independant advise, sound business pricipals and professional qualifications will ensure that each client can make an independant and informed decision regarding their financial planning.
 
Specialising in Business Risk and Succession planning and also Personal Risk and Estate planning provides my SME and High Networth Individual clients with peace of mind regarding their financial independance.
About Firm
Xcede Financial Services (Pty) Ltd is a Registered Financial Services Provider.
Mark Wentzel (CFP) is the only shareholder and director of the company.
 
The company also deal with strategic and professional partners ensuring professional service and advice, especially with regards to business planning and assurance, estate duty,investment planning, income tax, capital gains tax and other legal matters.
Companies Represented  Financial Institutions South Africa
Other Companies represented:
Brightrock, FMI, Altrisk and iTransact.
 
Business Practices
Minimum Levels of Premium/Investment accepted Lump Sum: R500,000
Recurring monthly: R500
Financial Advisor Fees   Remuneration Fee OR commission
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation 3 - 5
Professional indemnity Insurance  Indemnity insurance Insurance: yes
Value: R2,000,000
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