Discover the benefits of holistic financial planning

Marnis Boersma

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

Client-centric, ethical business practices are at the core of why I entered the financial planning industry. I believe that only a select few truly deliver the level of service and dedication worthy of being called a Financial Planner. My mission is to help clients navigate a financial landscape that is often cluttered and complex- simplifying it, and empowering them to make informed financial decisions with confidence. Understanding the nuances of each individual's life goals is the cornerstone of my approach as a Financial Planner. My clients receive a holistic, tax-efficient financial plan that breaks down the road to their unique needs and goals into clear, actionable steps. Through thorough comparisons and detailed analysis of potential solutions, I ensure my clients have clarity and certainty about their way forward. By following this process, I can confidently say that my clients’ interests come first, and that they are equipped to take control of their financial portfolio and practice true stewardship over their assets.

Services

How I help my clients

Insurance
Retirement
Investments

Financial Planning
Business Insurance
Short Term Insurance
Fiduciary Services
Medical Cover (Sell)
GAP Cover (Sell)

Qualifications

Postgraduate Diploma in Financial Planning

Interests

Things I like to do

Any activity that takes place outdoors captures my interest
Hiking
Farming

Golf
Hunting
Woodworking
Ball sports.

Contact details

TOOLS & CALCULATORS

Explore resources to help you connect with a financial adviser.

Getting to know you

CAPTURE YOUR INFO

Retirement savings calculator

SAVING FOR RETIREMENT

Your risk profile

INVESTMENT RISK TOLERANCE ASSESSMENT

CAMPAIGNS

Discover how we can support you

Holiday checklist

BLOGS

Stay informed and empowered

Investments

Tax Tables or Hieroglyphs?

Harnessing the Eighth Wonder with a TFSA

Investment Insights from Fishing

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Business Insurance

Creating the breakthrough that takes your business to the next level

Clarity creates control: The power of key metrics in business leadership

How smart tech can transform your business (and your bottom line)

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Retirement

Empathy and Expertise

Financial Planning for your Parents

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Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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