Urma Coetzer Discovery Financial Adviser

Urma Coetzer Discovery Financial Adviser Providing customer attention and service excellence.

Happy Father's Day to all my Clients!
16/06/2024

Happy Father's Day to all my Clients!

02/03/2024

Get your will drafted or updated for free* today by a Discovery Wills and Trusts specialist.

We asked South Africans questions about wills and estate planning. Watch this video to see what they had to say about how much they think getting a will drafted costs.
Having a will drafted or updated by Discovery Wills and Trusts services is free*. Be prepared for when life happens. Get your will drafted or updated for free* by a Discovery Wills and Trust Services
specialist today. Message me to find out more. Message me to find out more.

*Will drafting is free provided you nominate Discovery Wills and Trust Services' preferred provider to be your executor.

For the second year running, Discovery Bank's clients have voted them as the leader in client servicing. One of many rea...
29/02/2024

For the second year running, Discovery Bank's clients have voted them as the leader in client servicing. One of many reasons to join Discovery Bank if you haven't yet!

If you're looking for a bank that will understand you, support you, and help you to achieve your financial goals, then Discovery Bank is the right choice for you.

Contact me for more information.

Thanks a million – make that 2! Discovery Bank are celebrating 2-Million bank accounts. There’s an exciting year ahead f...
27/02/2024

Thanks a million – make that 2! Discovery Bank are celebrating 2-Million bank accounts. There’s an exciting year ahead for Discovery Bank as they continue to grow, and deliver on their promise of the Future of Banking. Discovery Bank delivers a brilliant banking experience - to every client, on every account, on every transaction – while rewarding them in completely different ways! Clients earned over 7 billion Ðiscovery Miles last year and the banking app was voted Best Consumer Solution in the 2023 MTN Business App of the Year awards.

What are you waiting for? Contact me to join the Future of Banking

Want to join SA’s leading medical aid? Contact me to find out more.
26/02/2024

Want to join SA’s leading medical aid? Contact me to find out more.

24/02/2024

Has the travel bug caught you too?
Well, Discovery Bank has just the convenience for you…

Through Vitality Travel, Discovery Bank’s new first-of-its-kind integrated travel booking platform, clients can make all their travel bookings in one place, with great discounts on a wide range of domestic and international flights, accommodation, car hire and exciting travel experiences.
Talk to me today about joining Discovery Bank’s Future of Banking and start enjoying great value and benefits. The Future of Banking. Now.

23/02/2024

🌟 Setting Financial Goals as a Couple 🌟

Navigating finances together is a vital step toward a prosperous future, but it’s not always a walk in the park. Whether you’re newly engaged, blissful newlyweds, or seasoned partners, you’ll inevitably face common financial challenges. Striking that delicate balance between love and money is key.
In this edition, let’s dive into the art of setting financial goals as a couple.

Let’s move closer to financial security and relationship success! For personalised financial advice, connect with me today.

Thanks a million – make that 2! Discovery Bank are celebrating 2-Million bank accounts. There’s an exciting year ahead f...
21/02/2024

Thanks a million – make that 2! Discovery Bank are celebrating 2-Million bank accounts. There’s an exciting year ahead for Discovery Bank as they continue to grow, and deliver on their promise of the Future of Banking. Discovery Bank delivers a brilliant banking experience - to every client, on every account, on every transaction – while rewarding them in completely different ways! Clients earned over 7 billion Ðiscovery Miles last year and the banking app was voted Best Consumer Solution in the 2023 MTN Business App of the Year awards.

What are you waiting for? Contact me to join the Future of Banking. Now.

Join Discovery Bank and live stream all Premier League matches directly from your mobile device, for as little as R20 a ...
20/02/2024

Join Discovery Bank and live stream all Premier League matches directly from your mobile device, for as little as R20 a month when you purchase Showmax Premier League Mobile in the Discovery Bank app. Join now and never miss a match!
Contact me to find out more.

New home? What about new insurance for it? Choose Discovery Insure and choose piece of mind. Contact me for a quote.
19/02/2024

New home? What about new insurance for it? Choose Discovery Insure and choose piece of mind. Contact me for a quote.

We’re uncovering some of the misconceptions about wills. Take control of your legacy today and get your will drafted for...
18/02/2024

We’re uncovering some of the misconceptions about wills. Take control of your legacy today and get your will drafted for free. Message me to find out more.

05/02/2024

Spoil yourself or loved ones for less with up to 15% off prepaid digital vouchers, available in the Discovery Bank app. Get access to digital vouchers for a range of partners including, PlayStation, Spotify, Steam, OTT, Roblox, Blu, and Netflorist – with a partner list that will continue expanding to bring you even more choices!

Speak to me for more information and I’ll help you join the Future of Banking.

Address

Discovery, Block B, Ground Floor, 89 Mimosa Street
Roodepoort

Telephone

+27 82 825 7632

Website

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