HOLISTIC

financial planning

There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.

As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.

Let's ask those questions together.

BRYDAL MARTIN

Managing Member
41 years experience- Certified Financial Planner

MARGIE MARTIN

Member
HR – Degree in Soc S

THOLA SPELLER

Client Support and Compliance Assistant
Degree in Criminology

JACQUI DU TOIT

Specialist in Insurance Client Support
40 years experience and COP- Insurance

About Us

COLLECTIVE SCHEME ADVICE

Advice on best researched asset managers in association with Fundhouse at competitive fees to our clients.

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.

LIFE ASSURANCE & 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.

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.

SHORT TERM INSURANCE

We make use of carefully pre-selected underwriters and insurers to ensure comprehensive insurance for personal and commercial entities.

QUALIFICATIONS / EXPERIENCE

Brydal Martin, Managing Member and Key Individual of Excel Life completed his CFP with a number of other academic qualifications, having enjoyed a professional financial planning career since May 1985.

OUR PROCESS

explore | create | choose

  • EXPLORING YOU

    Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

  • CREATE CHOICES

    Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

  • CHOOSE

    With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

  • REVIEW AND ENHANCE

    Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

OUR LATEST BLOGS

adding context to your choices

The Snowball vs. The Avalanche

Imagine standing at the base of a snow-covered mountain, looking up at the debt that’s accumulated over the years. It feels overwhelming, doesn’t it? But here’s the good news: you’ve got two powerful tools at your disposal to tackle that mountain – the Debt Snowball and the Debt Avalanche.  Let’s explore these methods and see...Continue reading→

Financial Advice that is tailored
to you and your choices.

CONTACT US

let's get in touch!

Excel Life

OFFICE: 010 054 7252
MOBILE: 082 491 2290
EMAIL: brydalm@excellife.co.za

ADDRESS: Hamilton Park, 6 Main Road, Gillits, Durban KZN 3610

Scroll to top