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EXPAND FINANCIALLY WITHIN MINUTES. 
INSURE YOUR RISKS, INVEST & LEAVE A LEGACY

Step 1: Watch the Video
But what gives me a vested right in your financial planning? What is my backstory, what is my plan for you & where do you fit into this plan? I answer these questions in this video:
Step 2: Schedule a Call

This phone call is used to find out if I am able to provide you with the needed solution. I will discuss how we will measure your improvement, what products and services we use to do so, and what the process is. 

WHAT DOES MARCEL ACTUALLY DO? 

Policy Sales Representative

Insurance and Investment Policy Broker

He mainly does two things for his clients. One, he helps them expand financially via coaching. And two, he helps them by brokering tailored insurance and investment policies for them.
The plan usually goes as follows: A client calls Marcel requesting help with estate planning, insurance policies, or for help with their business. Marcel and the client then has a phone-based and or Zoom consultation session, to determine what is needed and wanted. If it is determined that they can work together, Marcel will suggest a meeting to start the process. The first meeting will usually involve some paperwork. There is no cost involved in the first meeting. Upon the second meeting, Marcel will usually provide a proposal that will solve the client's needs and wants. This proposal usually includes financial policies and or coaching sessions.

WHO IS MARCEL AND WHY DOES HE LOVE HIS JOB?

"It all began when I started my first company at the age of 5, by packing rocks across the road & selling paintings to the now blocked cars."
"Let me tell you a story of why I do the work that I do. Since a young age, I was interested in creating a legacy for my family and being financially free. Just to point out how young... I started my first business at the age of five, selling drawings in the neighbourhood. All because even at that age I knew I wanted to build something great and I wanted to build my own freedom."
 
"And as life went on I kept on improving my financial 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. 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 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 COACH & ADVISOR. "
 
"Over the years I have accomplished this and I have helped many people to do expand financially and be prepared to leave a legacy. "
 
"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 story. "
 
My best,
Marcel Wasserman

WHAT IS AN INDEPENDENT ADVISOR & WHY IS THEIR ADVICE CONSIDERED SUPERIOR?

These are advisors who are not tied to or commissioned by only one company. This enables them to can give independent & fair financial advice to their clients, compared to "Tied Agents" who have to give unfairly prejudiced advice. See some of the many companies Marcel represents below:

WHAT ARE REGISTERED FINANCIAL ADVISORS?

These are advisors who are registered & are certified by law to give advice. The Financial Industry is a highly regulated industry, and to be qualified to give advice all advisors must be registered for each service they provide. Marcel is registered at all the relevant Ombudsman Authorities:

FIND OUT WHAT MARCEL'S CLIENTS REALLY HAVE TO SAY ABOUT HIM?

"Marcel does an amazing job. He isn't just into selling products but he sincerely wishes to help people achieve financial freedom. I know Marcel to be a sincere man of integrity and excellence."
Lourens Tredoux
General Manager at Hosting 101

"Marcel is very professional and gives you the best options for your needs. I would recommend any one to try him. He gave me excellent service."
Stefan Marais

Owner Director at Integritas Global Logistics

"Marcel did a great job helping me plan my investments and setup a financial plan for me. He is professional and goes the extra mile to help you and find solutions for your needs. I would definitely recommend him."
Jacques Kruger
Engineering Technician at Universal Fans

"Marcel renders professional service and takes my calls any time of the day. He goes out of his way to answer my questions and provides me with sufficient information to make informed decisions.  It is clear that he makes my financial well-being his first priority. Highly recommended."
Dewald Kruger

Engineering Geologist (Pr.Sci.Nat.) at Aurecon

"Marcel Wasserman is highly professional and knowledgeable. He is our financial broker and always advises us efficient and saving us tons of money. I highly recommend his services to anyone serious about their finances."
Heidie van Zyl
Director at Jandeka 

"Marcel helped me plan an amazing future for myself"
Juan Quinn
Owner at JQ Digital

"Marcel did a fantastic job helping my wife and I plan our financial goal. We are well on track reaching our financial goals. It is a pleasure working with him. We can honestly recommend him."
Cobus Behrens
Owner, Down2earth Garden Creations

"Marcel Wasserman is a very professional financial planner who is always ready to assist!"
Marilize Le Roux
Optometrist

So let's schedule a call and start planning your financial future

Copyright 2020 Marcel T. Wasserman