Financial Adviser/Planners Johannesburg

Marcel van Graan

I am a passionate financial coach and adviser with Liberty Group South Africa. I partner with Envestpro (the number one Liberty franchise in South Africa), operating from the LINKfinity Branch in the Westrand. We do not just sell products but focus on the importance of fulfilling our clients’ needs. I am not only acquainted with the Financial Sector and Financial Planning, but I

build my sustainable business on helping my clients to establish their needs by implementing a five step coaching methodology:

1) Pay yourself first
2) Replace your income
3) Cover your risks
4) Wealth preservation and growth
5) Review and re-align

I walk a journey with all my clients’ by helping them build their wealth on a short, medium and long term through perfecting their financial portfolio. My advice as well as coaching can ensure you and your family to be financially covered by identifying YOUR goals and risks. The LINKfinity Specialist Solutions coaching process allows clients to explore and discover their own Dreams, Goals, Fears and Risks through our unique coaching process

Envestpro- LINKfinity

Vision:
Changing Lives – “One Life at a Time”

Mission:
Achieving our vision through comprehensive Wealth Planning. Always start each day from a place of excellence, be driven to be the best in what we do, never settle for mediocrity, live our lives to higher standard.