Succession Planning Solutions | Ready for Anything (with Marius Malherbe and team)

About JB

Skilled in Business Assurance Structuring, PPS Advisor, passionate about Professional and Business clients’ Skills Training.

Former National Cricket Player, dubbed King (Burger King) by Terry Jenner and the late Bob Woolmer. Cricket World Cup 2003 veteran, awarded the man of the match award against England for scoring 85 of 86 balls...nearly decapitating Andrew Flintof in the process.

Jan-Berry or Jan-Berrie to close friens and family, describes as having the most tasty name in the world cup.

Family man, problem solver & Out of the Box Thinker!

About Marisol

Experienced consultant with a demonstrated history of working in the financial services industry. Specialising in employee benefits, business assurance, long term insurance products, medical aid funds, investments & business relationship management. Full time working wife and mother of 4 beautiful kids.

We can only change what we can observe

One of the frustrations that we often experience is the feeling of being stuck. We repeat the same patterns, day in and day out, forming habits that we seem unable to shake. From unhealthy eating, exercise and money choices to self-sabotaging social media, phone and relationship habits, it’s easy to find ourselves living a life […]

Doing everything yourself?

There are many reasons why we try to do everything ourselves, from satisfying our need to be in control to trying to save costs, or simply “wanting the job done right”, all of us find ourselves doing too much when we forget, or haven’t learned to delegate. Taxes and financial planning are two areas that […]

A bird’s eye-view of your financial plan

Most people don’t enjoy financial planning. It’s a practice filled with stigmas of confusing concepts, complicated products, and expensive choices. But the fact is that none of us can live without it costing us money. Even if we simply want to go for a walk, we need to buy the time to do that. We […]

Make better powerpoints

Powerpoint presentations have become a vital tool in communication, whether it’s to source funding or support for new business ideas, presenting feedback to management or your team, sharing research findings or creating content for social media, knowing how to make powerpoints that attract, connect and engage with the audience has become a crucial skill for […]

Don’t under-inflate the effects of inflation

When life gets a little out of hand, we might say that things are blowing up! Sometimes it comes out of the blue, and other times we can see it coming, but generally, when we look back at how events unfolded, there were signs of a crisis looming. Inflation is much the same; it’s happening […]

Healthier uses for your phone

In recent years our cellphone and mobile device usage has increased significantly. In a recent Irish survey, it was found that the average smartphone user picks up their device more than 50 times per day; a third of people check their phone within five minutes of waking up and 70% within the first 30 minutes. […]

Articulate and action

We need to be strategic about growth and not just hope it will happen organically. Through a recent interaction with business coach Grant Newland, the importance of this was brought to the fore of our conversation. But it is not just about growing businesses; it’s about developing people, families, and communities. It’s easy to think […]

Do as I say

“Do as I say… not as I do.” This has been a popular phrase for many, many years. In fact, it was first recorded in John Selden’s Table-Talk in the 17th century. Possibly, for as long as we’ve had structured societies, we’ve noticed a disconnect between what we say and what we do. In the […]

Making better money choices

Many important questions in life involve money, and good choices can put us on the road to financial success. Bad choices, however, can lead to years of financial duress. While the questions we ask ourselves may not involve investing in the latest hot stock, they may likely deal with more basic matters like identifying how […]

Are you on the road to burnout?

Are you wondering why some people get burned out while others don’t? What is the difference between stress and burnout? And, what can you do to manage stress and avoid burnout? Without a doubt, we are living in a time of significant stress and burnout and we need practical and self-loving ways to address this […]

Medical Cover & Gap Cover

We are able to advise on a wide and diverse range of Medical Cover and Gap Cover products that will suit almost any budget. These products range from cover for basic hospital stays through to full, comprehensive medical aids that cover consultations with doctors, medication, glasses and other medical expenses.

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Retirement Planning and Provision

The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.

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Investments & Tax Free Accounts

When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.

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Disability & Income Protection

Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?

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Life Cover

You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.

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Estate Planning

Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!

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Critical Illness

These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.

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Retrenchment Benefit

Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.

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Corporate Benefits

Group Life, Pensions and Provident Funds remain an essential part of a well run business. I will tailor your company’s pension and provident funds for you, using the most appropriate corporate providers to tender for the risk benefits and the retirement benefits separately – ensuring cost effective and customer specific corporate benefits.

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Business Assurance

Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.

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ARE YOU SAVING ENOUGH?

How healthy is your financial plan when it comes to saving and provisioning funds for the future? Digital technology and our diverse economic systems and policies have increased our options both for investment and for risk protection. This is an arena that is constantly changing, growing rapidly and needs to be monitored regularly – which is one reason for having your own financial planner!

WHO DO YOU CHOOSE?

If you have never worked with a financial advisor before, you may find yourself overwhelmed by the choice, confused by the jargon and frustrated at the cost! But in the same way you wouldn't service your own car, it's good to have someone you trust to advise and guide you to make healthy decisions about your wealth.

CREATE WINNING STRATEGIES

Aside from being an expert in the money game and having a keen sense of the conditions and lay of the financial landscape, winning strategies are born inside of a relationship of trust, mutual understanding and a commitment to strive for the same goals. Your financial advisor should bring you peace-of-mind and help you maintain control of your finances.

Marisol is attentive and possess an incredibly high working knowledge. She is consolidating my debt, managing my personal budget, taking care of my savings, medical aid, life cover - every aspect of my personal financial planning she is managing and does an incredible job at it. She’s highly professional and I’d recommend her any day and twice on Sunday!

Tashia Kalondo

After reviewing our portfolio, Marisol Basson managed to lower our premiums and that made it possible for us to take out another investment policy. Quick and easy! Thank you Marisol for your professional and super friendly service. I will recommend you any day. You give insurance and investments a fresh new look.

Ilza Engelbrecht

Marisol is not only great at her job but an outstanding human being.

Sylvia Faber

Top Service!!! Professional and reliable!

Angela Strappazzon

Thank you for your super service!

Don't let financial decisions limit their dreams.

Let's chat aboutwhat matters most.

It's about creating moments not money.

Spend your timedoing what inspires you.

"Your time is limited, so don’t waste it living someone else’s life."

About Me

Erwin Kesslau

Marius Malherbe

LATEST BLOGS

“Every risk is worth taking as long as it’s for a good cause, and contributes to a good life.”

YOUR FINANCES

Medical Cover & Gap Cover

Retirement Planning and Provision

Investments & Tax Free Accounts

Disability & Income Protection

Life Cover

Estate Planning

Critical Illness

Retrenchment Benefit

Corporate Benefits

Business Assurance

"Most people don't plan to fail, they fail to plan."

ARE YOU SAVING ENOUGH?

WHO DO YOU CHOOSE?

CREATE WINNING STRATEGIES

TESTIMONIALS

Tashia Kalondo

Ilza Engelbrecht

Sylvia Faber

Angela Strappazzon

Bernadette Schouw

"Innovation distinguishes between a leader and a follower."

CONTACT ME TODAY

Don't let financial decisions
limit their dreams.

Let's chat about
what matters most.

It's about creating moments
not money.

Spend your time
doing what inspires you.