Epitomy Financial Services

27/06/2025

FROM THE DESK OF WEW👇👇👇

So today in our PE office ,I've decided to wear my formal WEW PA suit with my WEW PA polo -neck ,to honour the leader in our PE office for leading by example ,with outstanding Production Figures for June Production ....

In Conclusion:
Our Epitomy Financial Services Gqeberha Offices is in its 20th year of operation,and still going strong by GOD's GRACE✅✅✅🙏🙏🙏

HONESTY/INTEGRITY&PROFESSIONALISM Is Our Forte'

06/12/2024

FROM THE DESK OF WEW:
CLIENT:Maggie Louw's Testimony 👇👇👇

Thank you so much Maggie Louw ,this is the kinda feedback that ignites something within us just to do better in a Commission/Fee environment👏👏👏.
The blessing spoken over my life and business is WELL RECEIVED 👇👇👇

A BIT OF MY CLIENT:
Maggie Louw is a Prolific Former SAPS Officer and Currently working as a Forensic Investigator for a Big Corporate👇👇👇.
Recently Maggie celebrated her 55th Birthday,believe me ,it was and is still an absolute joy to be her ONE-STOP FINANCIAL PLANNER and able to assist and guide her with the NEXT EXITING PHASE OF HER LIFE👇👇👇

MY CLIENT's TESTIMONY 👇👇👇

Good morning William,

I would like to express my thanks to you for your expertise, attention to detail and most important your integrity. You have been my financial advisor for 12 years and you earned the respect and trust I have for you.

You have helped me in many ways and were never too busy to give advice and guidance when I needed it the most. Your expertise and attention to detail with which you have handled my financial affairs could not be faulted. You are someone I find reputable and well-established.

Wisdom directed you to invest my funds where it had 100% growth over the past years and not lost a cent that was absolutely impressive and made my account smiling. You were so clear in your advice every step of the way and "the proof was definitely in the pudding". I am so impressed with your service, everything you informed me about was spot on. I never had reason to be uncertain with my financial affairs because you did everything and made my life easy. Furthermore the outlay you provided to me regarding the payments was spot on and every process went flawless and smooth, that was so heartwarming, William. Funds were paid on time as guided by you. Wow, Wow!!!

It is a blessing to have you as a friend and my financial advisor. I really really appreciate you!!" Thank you so much for being an incredible advisor and listener. You constantly help me put things into perspective and prepare me for great things in life. Your words" With God's help I will assist you not to experience lack again".

I am looking forward to my next chapter in our journey together!!

Be blessed William and may God's favor be upon you as you serve others to become their best version of themselves financially.

Thank you

Kind regards

Maggie

26/10/2024

FROM THE DESK OF WILLIAM EUGENE WILDEMAN👇👇👇

Ms Kopi,one of our Team Leaders based in our East London Offices , is the recipient of our Epitomy Financial Services Monthly Floating Trophy,since April '99 ,she has submitted in excess of 30 lives for my birthday OCTOBER-PRODUCTION-MONTH🙌🙌🙌

Ms Kopi is from Alice in the Eastern Cape ,if I have to let you into the journey of Ms Kopi since she set foot at Epitomy,you will understand how much this trophy and celebrating Ms Kopi consecutively for 2 months,i.e SEPT&OCT Production Months,means to her and the rest of our Epitomy Family 🙌🙌🙌

Congratulations to Ms Kopi ,this is well deserved ,I so love the way how you lead from the front and WORKING YOUR FAITH,continue to do great things ,more better blessed prolific days ahead 👌👌👌

HONESTY/INTEGRITY&PROFESSIONALISM Is Our Forte'

16/10/2024

FROM THREE DESK OF WEW:

EPITOMY FINANCIAL SERVICES FSP agreement with ASSUPOL since 2003 and ;
EPITOMY FINANCIAL SERVICES FSP agreement with SANLAM since 1999 ,I can safely say my clients ,since inception of my business in April 1999 are in good hands ,EVEN MORE ,WITH THIS NEW ACQUISITION OF ASSUPOL BY THE SANLAM GROUP BELOW:

Paul Hanratty
Group CEO
Dear Colleagues,
I am pleased to inform you that we have successfully completed the acquisition of Assupol
Holdings Limited (Assupol).
To ensure a smooth integration and to maximise the benefits of this acquisition, we have
made some strategic changes to the Sanlam Retail Mass leadership team. The following
changes will help us align our leadership structure and better serve our customers:
• Bongani Madikiza, currently the CEO of Sanlam Developing Markets (SDM) and
Retail Mass, has been appointed as the new CEO of Assupol, subject to the required
regulatory approvals. He will remain a member of the Sanlam Group EXCO, still
accountable for the overall Sanlam Retail Mass business.
• Bridget Mokwena-Halala, who has been the CEO of Assupol since 2021, will be
available to assist with the business transition until June 2025.
• Vicky Reddy, Executive: Actuarial and Product at Retail Mass, has been appointed
the CEO-designate of SDM, reporting to Bongani, pending the required regulatory
approvals.
These leadership changes are exciting and necessary for our growth. By joining forces with
Assupol, we are creating a stronger, future-fit business that is well positioned to lead the
South African retail insurance market. Our combined expertise and resources will enable us
to offer a wide range of insurance and financial solutions to a larger customer base.
Additionally, the expanded branch network will allow us to reach more customers and
provide them with exceptional service.
I would like to thank Bridget for the sterling job she has done. Under her leadership Assupol
received many accolades, including a Gold Seal of Achievement in the Deloitte Best
Company Survey and the Ask Afrika Orange Index Award for Customer Service. Her overall
contribution to the growth of the Assupol has been valuable and far-reaching and we look
forward to her contribution on the Assupol Board.
By preserving the values that have made both Sanlam and Assupol successful, we will
deliver on our promises to our clients, while also creating exciting new opportunities for
growth and development for all employees.
Please join me in wishing Bongani and Vicky every success in their new roles and
welcoming our Assupol colleagues to the Sanlam Group.
We look forward to pursuing the possibilities that lie ahead as we continue to grow and
strengthen our market position.
Regards,
Paul
Financial Planning | Retirement | Insurance | Health | Investment | Wealth | Credit

27/09/2024

FROM THE DESK OF WEW:

👌👌👌

I'm extremely proud of our Team Leader in our East London office ,Ms K ,who is the recipient of our Epitomy Finacial Services Floating Trophy since April '99 ,for September 2024 Production Month ,what a phenomenal leader she is ,believe me ,the accolades,celebration and achievement is well deserved 🔥🔥🔥

NB:The entire Epitomy Family are celebrating you for leading by example ,know that we are all in awe and inspired by your work-ethics ,keep it up and going 🙏🙏🙏

HONESTY/INTEGRITY&PROFESSIONALISM is OUR FORTE'

14/09/2024

My word ,did i post this a few months ago , nevertheless let me share this again ,it's so helpful for myself ,not sure about you???

14/09/2024

FROM THE DESK OF WEW:

Congratulations to Mrs Williams ,the recipient of our Epitomy Financial Services Floating Trophy since April 99' for being our Top Producer for August 2024 Production Month ,the Epitomy Family celebrate you and are extremely proud of your achievements 🙌🙌🙌.
HONESTY/INTEGRITY&PROFESSIONALISM Is Our Forte'👌👌👌

Risk planning|Investment planning|Education planning|Retirement planning|Estate planning|Employee Benefits|Group Funeral Schemes|

14/02/2024

We will forever raising the issue of Wills and Estates and the importance thereof, Millions of estates lay "frozen" due to lack of fees. The concern is that a huge chunk thereof emanates from deceased persons who were "professionals" and who were working. Do not leave your next-of-kin in the dark and struggling after your departure from this earth, "make hay while the sun shines". 💯🤝

Risk planning|Investment planning|Education planning|Retirement planning|Estate planning|Employee Benefits|Group Funeral Schemes|

13/12/2023

Church Leaders,Sport Fraternity's and Community Leaders, please note that Advocate Ronald Freeman,Resident Testamentary Consultant at Epitomy Financial Services will avail himself for a 20 minute free Presentation on Last Will and Testaments at your convenience and comfort .

Please feel free to channel your bookings direct through Mr Freeman at:081 046 4887 .

NB:These sessions will also be available throughout the holiday ,as our offices will be closed on the 20th December 2023.

HONESTY/INTEGRITY&PROFESSIONALISM is our FORTE'

Risk planning|Investment planning|Education planning|Retirement planning|Estate planning|Employee Benefits|Group Funeral Schemes|

03/11/2023

It will be wrong of me not to help my beloved who has been long in the insurance industry, since God has blessed me to serve for 6 years under my previous employer in a managerial capacity (1 year as a trainee manager /2 years as a Branch Manager managing Sales teams and 3 years as a Regional Manager-Eastern Cape managing branches ) and currently 24 years as the Managing Director of Epitomy Financial Services

1.API(Annual Premium Income)and
2.TAP(Total Annual Premium)IS NOT commission due to you,it's annual premium collections by the respective life offices, so please when you do your new business submissions ,DO NOT equates it to COMMISSION because it's not ,hence I do not use this term in my practice ,it just confuses Advisers .
3.Do not measure your API(TAP) by your performance (targets) ,let me explain ,you can submit a R1000 monthly premium life cover and earn 10 times more than submitting a R1000 per month Tax free saving,but the API(TAP) on both submissions are R12 000(once again it's NOT COMMISSION .
4.Make sure you work for an institution that equips you (allow you to learn ),you can't be for 5 years plus in the industry and am still a CAT A adviser (it's equivalent to go and work for a funeral parlour and ONLY SELL their packages/policies )
6.You will never grow at the pace of your employer ,but it's important for you to grow ,if you don't grow ,it simply means you lazy ,you don't belong or has not been given the opportunity to grow .
7.Your future in the industry is not in groups it's within yourself ,simply because your challenges home are different ,so your approaches/methods towards your craft cant be the same ,therefore you have to guard against loosing your identity and vision for your life and your family within your colleagues /bosses ,because your destiny /purpose needs you/awaits you , to bring it into fulfilment .
7.Aquire a property ,if you not in a position to,aquire a plot(if you can afford an expensive car It's inevitable that you can afford a plot (buy yourself a wendy house ,put it up at the back corner of your plot and build your dream house within your time ,you will get your returns back on your wendy house when you move into your dream house .
8.Lastly try out this formula amidst our challenging economical chaos :(1.GOD first/Family second /Things of God)

I trust that the above will be helpful to my fellow industry captains ,remember ,WE TOGETHER IN THIS👌👌👌.

NB:Pray for me as I will continue to do the same 🙏🙏🙏

01/11/2023

Epitomy Financial Services is PROUD to be ASSOCIATED with CAPITAL LEGACY !!!

Capital Legacy assisted 600 000 people in getting their wills in place and would love to help you too .
Please feel free to contact Epitomy Financial Services in-house Testamentary Consultant ,Advocate Ronald Freeman for a one on one consultation .

Be rest assure that Advocate Freeman,a qualified Family Advocate will guide you through the detailed dynamics in drafting your last will and testament👌👌👌

Office :043 721-1059
Mobile:081-046-4887

10/10/2023

FROM THE DESK of WEW👏👏👏
EFS Managing Director

RSMC SUCCESS ACADEMY a BURIAL SOCIETY owned by a couple from Buffalo Flats has been on our books since 1st April 2019.I have witnessed since the Registration of their company and inception of their book how their business has grown to date to 302 Principal Members .
As their Preferred Financial Services PROVIDER ,I am extremely proud with the professional manner in how they are conducting their business affairs ,believe me ,their business ethics is without a doubt BEYOND REPROACH👌👌👌

RSCM,we as EPITOMY FINANCIAL SERVICES are ECSTATIC to be associated with you for the past 4 and a half years and looking further to an even more MUTUAL BENEFICIAL RELATIONSHIP between ourselves ,RSCM and your members .

NB:I also want to publicly thank Noluvuyo Zwelinjani ,our Senior Administrator who successfully spearhead this division ,as part of the many hats she’s wearing within our organisation.

Please feel free to contact Nolu at 043 7211059 if you want to get in contact with RSCM for more info on their BURIAL SOCIETY SCHEME👌

HONESTY/INTEGRITY&PROFESSIONALISM is our FORTE’