Discover the benefits of holistic financial planning

Marlize Cloete

Registered Financial Adviser

For Android:

1. Launch "Chrome" app.

2. Open the website or web page you want to pin to your home screen.

3. Tap the menu icon (3 dots in upper right- hand corner) and tap Add to homescreen.

4. You'll be able to enter a name for the shortcut and then Chrome will add it to your home screen.

For IOS:

1. Launch Safari on your iPhone or iPad.

2. Navigate to the site that you want to create a Home screen shortcut to.

3. Tap the Share icon (the square with an arrow pointing out of it) at the bottom of the screen.

4. Scroll down to the list of actions and tap Add to Home Screen. (If you don't see the action, scroll to the bottom and tap Edit Actions, then tap Add next to the Add to Home Screen action. After that, you'll be able to select it from the Share Sheet.)

5. Type a name for your site link. This will be the title that appears beneath its icon on your Home screen.

6. Tap Add in the top-right corner of the screen.

Bio

Get to know me

I believe insurance should be simple, transparent, and tailored to the people it protects. Too often, policies are purchased and forgotten until something goes wrong. My goal is to change that by helping my clients understand their cover, identify potential gaps, and make informed decisions before they ever need to claim. As a short-term insurance advisor, I work with individuals, families, and business owners to protect what matters most. Rather than offering a one-size-fits-all solution, I take the time to understand your unique circumstances and recommend cover that suits your needs and budget. I pride myself on building long-term relationships with my clients. Whether we're reviewing your policy over a cup of coffee, discussing your business risks, or navigating a claim, you'll always receive honest advice, personal service, and clear communication. I believe that every detail matters. A small oversight today can become a costly problem tomorrow, which is why I encourage clients to disclose everything, even the things that may seem insignificant. My role is not simply to arrange insurance but to ensure you understand it and have confidence that you're properly protected. If you're looking for an advisor who values relationships over transactions and education over sales, I'd love the opportunity to work with you.

Services

How I help my clients

Insurance
Short Term Insurance

Interests

Things I like to do

Outside of work; you'll often find me enjoying the outdoors
Spending quality time with family and friends or planning my next adventure
I believe in living with purpose; continually learning and building meaningful relationships values that carry through into the way I work with my clients.