The Financial Advisor who changes financial conditions for the better.
Book a free 30 introduction Zoom.
As one of the few independent financial & investment advisors, I can provide you with unbiased advice through comparative policy quotes. Advice that is best for YOU & not what is best for the insurers or investment houses.
► BONUS: I will also give you my VIP Financial Advice training video and you can listen to my Radio 702 interview by booking a Zoom.
TESTIMONIALS & REVIEWS
MARCEL IS A REGISTERED INDEPENDENT FINANCIAL ADVISOR WHO PROVIDES SERVICES FROM COMPANIES, LIKE ALLAN GRAY, SYGNIA, SANLAM, DISCOVERY, GLACIER, DISCOVERY, MOMENTUM, OLD MUTUAL AND MORE.
MARCEL IS A FINANCIAL ADVISOR AT 20FIVE WEALTH PTY LTD.
The 20Five Wealth team consists of specialised independent financial advisors and consultants.
Our years of experience in the industry play a vital role in how we structure and create a meaningful roadmap for your individual financial advisor journey.
The combination of chartered accountants, senior financial advisors, certified financial planners, investment advisors, debt counselors, engineers, and neuro-linguistic programmers shows a depth of knowledge to solve your planning needs. The team evolves and is being handpicked on an ongoing basis. You never know when you might be sitting in an interview.
We value a partnership of the highest ethical standard for our financial advisors.
Financial astuteness is one of our key deliverables. This is only possible through precise observation of your needs and a tailor-made solution.
Careful consideration of your personal/business overheads takes priority, reduction of debt is next in line, and finally, we take care of your investment growth.
One of the largest elements in retirement remains medical expenses. 20Five Wealth, like the Verreaux’s eagle, can sense such matters approaching faster than the human eye could see.
Learn more about 20Five Wealth's financial advisors on our Website: 20fivewealth.com
"I love being a financial advisor because I like teaching people
and I enjoy finances, so this
job combines both passions."
WHY SHOULD YOU CHOOSE MARCEL AS YOUR FINANCIAL ADVISOR?
"I do the work that I do, because I was fortunate enough to discover very early on that I love teaching people and that I have a strong interest in financial advice. As a result, I choose a career as a financial advisor where I was able to assist people, to create a legacy for their families, to grow & secure their wealth, and to learn more about wealth as a skill. And in doing so, I too benefit personally from what I learn by working with my clients."
"I did not grow up rich, and this actually assisted me in developing the mindset that if I want something I need to make it happen myself."
"As life went on I kept on improving my financial and investment skill, until one day I realised my desire is that I wanted to help other people build their own legacies and financial freedoms so I can share my passion - becoming a financial advisor. At that point in my life, I was working in corporate, while studying and investing in my spare time. So I decided to do what I love full-time and help people with one of the biggest problems I could find - EXPANDING FINANCIALLY."
"The struggle I am dealing with is that the financial advisor industry is riddled with poor quality products as well as brokers who simply try to sell policies without investing time and effort into their clients. This means they just sell a policy and get out, while the client did not learn how to expand financially. "
"This is when I had an epiphany, I was going to build a business that improves my clients financially. As in measured-financial-expansion. And I was going to do this by becoming an INDEPENDENT FINANCIAL & INVESTMENT ADVISOR."
"I love teaching people and I love finances, so this job combines both passions."
"Over the years I have accomplished this and I have helped many people to do expand financially and be prepared to leave a legacy. Just read my financial advisor reviews on Google.
"And today I offer YOU this service, click the APPLY BUTTON and let’s get started expanding you financially."
"Until we meeting in person, I want to thank you for reading my financial advisor story. "
Independent Financial & Investment Advisor