mondaine group · 2020. 9. 2. · mondaine group company prospectus 2020 | 3 our business values...

MONDAINE GROUP

COMPANY PROSPECTUS

2020

Mondaine Group Company Prospectus 2020 | 2

INTRODUCTION MONDAINE GROUP is a nationally represented financial services consultancy business, which

was founded to facilitate holistic and professional financial advice and intermediary services to

our clients and business community, in association with registered financial service provider

companies. Mondaine Group is uniquely positioned to assist any Advisor and Client with a

tailored, holistic financial growth strategy, based on his/her own unique requirements.

At the core of our business lies the delivery of comprehensive financial planning and investment

management expertise, leveraged throughout our Financial Services Provider divisions, and our

strategic partnerships with industry leading product providers.

Our insight into national and international industry and economic developments provides a

distinctive advantage in delivering a superior service and support to our Clients and our

Advisors.

We facilitate the protection of the lives and

assets of more than 18 000 clients and strive

to build value into these relationships. We

believe in building infrastructure that is

capable of servicing and sustaining holistic

financial solutions.

We stay ahead of the constant change in

the industry with continuous research and

development to meet and exceed the

changing needs of our clients.

Proven leadership, specialised knowledge

and an excellent executive management

track record, is what allows our specialized

Advisors to offer financial stability to our

clients.

The combined and specialized knowledge

of our executive team is supported by:

• A national head office in Cape Town

• 9 Regional support offices

• In excess of 100 duly registered,

professional Financial Advisors

• In excess of R1 Billion Assets under advice

• In excess of 18 000 Affluent Clients

• In excess of a 100 Product Provider

Mandates. (Including all the leading

Insurance Product Providers).


OUR BUSINESS VALUES

TRUST

Great achievement awaits those who speak and seek the truth, supported by their actions.

TOGETHER

A single action, conducted by multiple highly motivated people can take excellence to extraordinary.

The greatest gift to oneself is knowledge. The greatest gift to humanity, is sharing the knowledge.

TRIUMPH

Triumph is the result of infinite determination to achieve more than average. When we do more, learn

more, want to become more - that is when we achieve more.

OUR MISSION EMINENCE OF SUCCESS

It is our mission to provide expert and professional financial advice and quality financial products and

solutions, from a national financial services business, to the mutual benefit of our business associates, our

clients and our community.

We are trusted as an accessible and supportive brand, offering financial advisers and clients expert

support, longevity and peace of mind.

WE OFFER OUR CLIENTS MONDAINE GROUP will assist you in building an all-inclusive financial plan to obtain maximum benefits.

We offer ongoing support and regular personal meetings to evaluate your growth and offer/implement

enhancements towards your financial wellness.

OUR FINANCIAL PRODUCTS AND SERVICES

Advice that flows from experience, and with our highly Accredited Advisors we can commit towards

comprehensive multilevel financial solutions that will be to the benefit of you and your family.

Life Assurance | Investments | Medical Aid & GAP Cover | Short-Term Insurance | Fiduciary Services

Funeral Schemes and Employee Benefits & Corporate Schemes, are part of the holistic offering towards

our clients. Taking care of your family’s financial needs should be an important goal in life and we want

to help you to realize this goal with our sustainable financial solutions. Your success is our passion.


COMPANY STRUCTURE

Independent Broker

House

Boutique Investment

Managers

PRODUCT PROVIDER MANDATES

Mondaine Group have in excess of over 100 Product mandates including all of the leading Insurance

Product Providers in South Africa. This feature form part of our customized business model, which are

unique in the Insurance industry. Our customers are spoiled with choice and our advised framework

allows for efficient processes with trusted results.

Our various Product offerings include - but are not limited to:


EXECUTIVE SALES TEAM Having a strong sales team is crucial to the success of any

business.

MONDAINE GROUP is no exception and we offer our Advisors a team of dedicated and

passionate Sales Executives who will assist with ongoing support, maintaining relationships, sharing

information, give guidance and create new opportunities that will be to the benefit of any Advisor

practice.

Adding value to our Advisors practices, is one of our main focus points in our business. We provide

our Advisors with the opportunity and support, to establish a solid foundation from where they can

grow their own Financial Services Practice, through the utilization of an agency platform.

Agency Principals keep our Advisors informed and well educated, with continuous support,

regular market related updates and information.

Hosting multiple agencies within the Mondaine Group, also add value to clients, that wants to

make use of our Highly Accredited Financial Advisors, which have access to all the leading

Insurance Product Providers, and are committed to provide holistic service solutions.

Business Executive Mondaine Sandton

Riaan Steven-Jennings

Business Executive Mondaine

Central

Nico

Kriel

Business Executive Mondaine Tafelberg

Willie

Landman

National Executive

Willie

Mulder

Business Executive Mondaine Jakaranda

Gerhard

Schoeman

Business Executive Mondaine Winelands

Graham

Adams

Business Executive Mondaine Atlantic

Riaan

Schalkwyk

Phillip

Mans

Business Executive Mondaine Winelands

Jacques

Rossouw

Chief Executive Officer

Mondaine Group

Ryan

Olivier

Business Executive Mondaine

Tygervalley


ADVISOR PLATFORM SUPPORT TEAM Our Advisor Platform Support Team are product specialists who are capable of assisting our Advisors

with Compliance, Finance, Operations, Marketing and support in our main product groups, Health

products, Life and Investment products, Short-Term products and Fiduciary services.

We take an holistic approach towards your business to ensure the best support to obtain maximum

results.

Chief Operations Officer

Inland Region

Gerhard

Schoeman

Business Executive Business Coach

Bertus

Van Zyl

Business Executive Business Liaison

Officer

Karin

Truter

Business Executive Marketing &

Support

Karin

Liebenberg

Business Executive Compliance Officer

Cecilie

Roux

Business Executive Commissions

Elisma

Van der Linde

Business Executive Life & Invest Desk

Principal

Ian

Senekal

Business Executive Short-Term Desk

Principal

Tania

Du Toit

Business Executive Health Desk

Principal

Michelle

Burke


PRODUCT OVERVIEW

HEALTH

Mondaine Group, in association with Mondaine Consult (FSP 46981), Mondaine Capital (FSP 45363),

facilitate the rendering of Financial Advice and Intermediary services to 18 000 clients across the country.

Our valued Clients and the Advisors on our support platform, have access to the following products and

services:

LIFE

We offer comprehensive health solutions to individuals, as well as employer groups.

◦ Specialist advice is available from our dedicated in-house Health Specialists

◦ Various medical scheme, medical insurance and GAP cover product solutions

◦ Wellness reward programme support

We offer financial advice and intermediary services based on financial needs analysis.

◦ Life Assurance, Disability and Trauma benefits for individuals

◦ Income protection benefits

◦ Employee and group scheme benefits

◦ Business Assurance. Comprehensive financial advice for business owners

INVESTMENTS

We offer Investment advice and intermediary services.

◦ Retirement Planning

◦ Specific Investment need planning

◦ Individual wealth creation

◦ Expert advice and bespoke portfolio solutions

◦ Share Portfolios

◦ Strategic Business Partners for portfolio management

INSURE

We offer Short-Term financial advice and intermediary services.

◦ Personal & Commercial Lines

◦ Tailor-made insurance solutions for business owners

◦ Competitive pricing and mandates with all Insurers

◦ Claims administration support

FIDUCIARY SERVICES

We offer Fiduciary Services via our strategic partners.

◦ Drafting of Wills (Free)

◦ Testamentary and other trusts

◦ Executive fee, trust & property transfer cost insurance

◦ Funeral expense solution

HEALTH


WEALTH MANAGERS

BUSINESS ASSOCIATIONS

Glacier by Sanlam - Think World Class

Our range of investment solutions can help you build a secure

future for you and your family. Whether you’re investing for capital

growth or income generation, aggressively or conservatively,

locally or internationally, we have a range of investment options to

suit your needs.

Andre Van Der Merwe

GLACIER BY SANLAM

Skyblue - The Art of Investing

The key to our offering is the like-minded investment philosophies of

both Skybound Capital and Skyblue Fund Managers. The Alternative

Investment philosophy of Skybound Capital aims to preserve and

grow capital in all market conditions.

Our personal relationships with supporting financial advisors is of

paramount importance to us and will, we believe, secure us a prime

position in the asset management arena.

Arno Smit

SKYBLUE

Naviga - Partnering for Wealth

Naviga Solutions provides financial planning support to financial

planners. To ensure each and every client is looked after on a

personalised basis. We provide comprehensive individual financial

and investment advice and access to a diverse range of investment

products.

Diaan Janse Van Rensburg

NAVIGA

SA Stock Brokers offers stock broking services to both individual and corporate

clients.

IFSA is an investment management business specialising in alternative

investment markets such as private equity and leveraged share portfolios.

Capital Legacy as our Preferred Fiduciary Product Provider.

Living Wellness as our preferred Wellness Product Provider to reach maximum

potential and enhance benefits within their Wellness programs.

Moonstone as our Contracted External Compliance Officer.


Old Oak Office Park | 1st Floor | West Wing | Oak Leaf Terraces

Edmar Street | Tygervalley | 7530

MONDAINE GROUP (PTY) LTD in association with:

Mondaine Consult (Pty) Ltd, (previously Waves Wealth Group), is an Authorised Financial Services Provider FSP 46981

WWG Advisory (Pty) Ltd, FSP 45363, is a juristic representative of Mondaine Consult,

an Authorised Financial Services Provider FSP 46981

mondaine group · 2020. 9. 2. · mondaine group company prospectus 2020 | 3 our business values...

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