At Bredfin, we help clients to be smarter with their money through goal-based planning. We're independent advisers who are serious about your financial success. We assist our clients with all things money, including investment planning, life assurance planning, medical aid advice and short term insurance.
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Bredfin is an Authorized Financial Services Provider. FSP No. 4561
PGDip Financial Planning (USB)
Brag Bit: Founder and director of Bredfin. I started my career at Liberty Life and realized that the best advice is independent advice and then Bredfin was born.
If I didn't do this I would be: Sitting on the beach in Thailand enjoying the sun.
Director and Adviser
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
Brag Bit: I started my "investment career" as a child buying and selling shares with my Dad. Now many years later I love the journey of helping clients invest to reach their personal financial goals. Having an accounting/tax degree background adds huge value when structuring investment portfolios.
If I didn't do this I would be: Owner of running specialty store, or farming.
BCom Law (UFS), LL.B (UFS), PGDip Financial Planning (UFS)
Brag Bit: My love for managing money started at a very young age. I used to fill my piggy bank as quickly as possible, so that my mother could take me to FNB to deposit my savings. Over time, my interest in financial planning grew and I finally settled on pursuing my true passion: helping people reach their financial goals.
If I didn't do this I would be: Planning fairy-tale weddings!
Anika CA(SA), CFP®
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
Brag Bit: I do all reporting for my husband's medical practice and have gathered many pearls of wisdom over the years! With my degree I also did enough law courses for half an LLB - business, estate and tax law which is super helpful for the long term financial planning of my clients.
If I didn't do this I would be: Busy with a million other things - I can't sit still for long.
NQF 5 (PSG)
Brag Bit: I gained my knowledge in the medical aid industry working as a consultant for Discovery Health and Profmed, but realised the most value I could add was working as an independent medical aid adviser and giving clients the best product to suit their needs. I pride myself in specializing in the products that I offer. I love helping people and making a difference!
If I didn't do this I would be: A full-time soccer mom.
N.Dip (M+) NQF 4 (UNISA)
Brag Bit: So I've long reached double digits in years doing insurance...sadly this gives away my age, but the experience gained is invaluable and to the benefit of my clients and personnel. I may have been accused of being over cautious, but I wear those stripes as a proud representative of a prudent insurance advisor.
If I didn't do this I would be: Somewhere tropical, by the sea, spending most of my time on beaches and swimming with any aquatic animal that would allow me.... and possibly trying to insure someone's property, just to make a buck for a cocktail in the evenings while looking at sunsets.
Short Term Insurance Adviser
Brag Bit: I have been helping clients with their short-term insurance needs for over 15 years, starting in long term insurance but finding my passion in the short-term sector. There is a certain happy place you reach when you are able to assist a client in a particular difficult situation where you are able to turn their mountains into mole hills by using your expertise, professional relationships and good old savvy... I once picked up that a client had his home insured with 2 companies for years before I came along, with a bit of leg work and motivation, I was able to have the client refunded with over R 70,000.
If I didn't do this I would be: I would be the female version of Aqua man... I mean imagine being able to breathe under water, and control sea animals while taking names in the war against evil... in an awesome outfit...
Short Term Insurance Advisor
Brag Bit: I am a very passionate person and will always put my heart into my work and projects that I'm involved in. Development of individuals is very close to my heart and if I can contribute towards the individual's success, it provides food for my soul. My strong point is to generate energy and get things going, striving to "wow" you with my client service!
If I didn't do this I would be: Somewhere involved with Wildlife, especially protection of the Cat species (Lions Cheetahs, Leopards)