WEALTH PLANNING

as an individual

Your wealth plan should be based on your life goals

YOU HAVE GOALS

let us help you

We have worked with individuals, families, businesses, and institutions – to deliver

services and solutions that help build, preserve and manage wealth.

WEALTH PLANNING

as an individual

Your wealth plan should be based on your life goals

YOU HAVE GOALS

let us help you

We have worked with individuals, families, businesses, and institutions – to deliver

services and solutions that help build, preserve and manage wealth.

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 to FAIS. Brydal Martin as the Key Individual takes responsibility for the company’s compliance requirements. Any complaints are to be directed to  Brydal Martin at brydalm@excellife.co.za or call 010 054 7252

• We hold professional indemnity insurance
• I do not hold more that 10% of any insurance company’s shares 
• I did not receive more than 30% of my last financial years fees/commission from one insurer
• Excellife is not an associated company of any one insurer 
• 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

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