ABOUT US
COLLECTIVE SCHEME ADVICE
Advice on best researched asset managers in association with Fundhouse at competitive fees to our clients.
MEDICAL AID
We offer you the widest range of medical aid plans available in the market today, catering for your specific healthcare and financial needs.
AGENCY / ACCREDITATIONS
Agency agreements in place with Allan Gray, Ninety One, Momentum Life, Liberty Life. Sanlam, Old Mutual offering independent advice and services to our clients.
SHORT TERM INSURANCE
We make use of carefully pre-selected underwriters and insurers to ensure comprehensive insurance for personal and commercial entities.
LIFE ASSURANCE AND PENSION
Before client advice we place an emphasis on financial needs analysis, followed by proposed planning to achieve best outcomes lined up with our client objectives.
QUALIFICATIONS / EXPERIENCE
Brydal Martin, Managing Member and Key Individual of Excel Life completed his CFP with a number of other academic qualifications, having enjoyed 38 years as a financial advisor.
OUR TEAM
BRYDAL MARTIN
Managing Member and Key Individual Financial Advisor
MARGIE MARTIN
Holds a degree in Social Science, looks after our Health Care – Medical Aid and Gap Cover- also holds shares in the company.
Nomhle Phantsi
Office Assistant with 3 year plus advance diploma in economics with Nelson Mandela University and has completed her Regulatory FAIS exams plus 4 years related experience in Financial Services
COMPLIANCE INFORMATION
We are fully committed to ensuring our ongoing compliance
• We hold professional indemnity insurance
• I do not hold more
• I did not receive more than 30% of my last financial
• Excellife is not an associated company of
• I am fully accredited and a member of the Medical Schemes Council of SA
Our Licenses and Mandates are available on request. A copy of our complaints resolution procedures is available from our offices upon request.
Excel Life is an Authorised Financial Services Provider with the FSB- No 11557
CONTACT US
010 054 7252
082 4912290
brydalm@exellife.co.za
Address
21 3rd Street
Linden
Randburg
Excel Life is an Authorised Financial Services Provider with the FSCA- no 11557