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 collective investment schemes under the a Designated Professional Body of arrangements

  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

Accreditation is the process in which certification of competency, authority, or credibility is presented

  SHORT TERM INSURANCE

We offer short term insurance that offers comprehensive car and home insurance with unique driving rewards and safety features

  LIFE ASSURANCE AND PENSION

Our Life Insurance offers a wide range of traditional and non- traditional innovative life products

  QUALIFICATIONS / EXPERIENCE

Brydal Martin is the Managing Member and Key Individual Financial Advisor. He completed Certified Financial Planning Certificate in 2010 with over 30 years- experience as an FA

OUR TEAM

BRYDAL MARTIN

Managing Member and Key Individual Financial Advisor

ANN WEARNE

Insurance, Employee Benefits admin and PA to Brydal

 

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 0860 111 5622

• 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

Robyndale Office Park
10 Msenga Road
Kloof
  Tel: 086 111 5622

Email: brydalm@excellife.co.za

Excel Life is an Authorised Financial  Services Provider with the FSB- no 11557