Marcus Jacobs and Sean Phillips are representatives of Accredinet Financial Solutions (PTY)LTD. An authorised Financial Services Provider FSP 8933.
Marcus Jacobs Financial Services have access to a broad spectrum of authorised Financial Service Providers, so we can provide our clients with a tailor made financial solution.
Our products include Health (Medical Aid), Wealth, Risk, Short Term Insurance and GAP Cover.
MJ Fins are registered with the council for Medical Schemes and can give you advice on different medical aid options.
SHORT TERM INSURANCE
Your home, your business, your vehicle, your belongings…. these are not just things, they are a vital valuable part of your life.
There are often extra medical expenses not covered by the medical aids. Gap cover will cover for shortfalls.
LAST WILL & TESTAMENT
Ensuring you have a valid will can make all the difference to your family when you pass away.
If our clients would like more information, we are just a phone call away.
Dorouise van Wyk
After 10 years of experience Dorouise was employed as personal assistant with MJ Fins.
Dorouise ensures a seamless interaction between MJ Fins (Marcus) and the clients. She further keeps all clients up to date with specific value added products or promotions. Once changes have been requested to policies, Dorouise will ensure that changes and conversions are effected, and keep you informed of the progress.
In support of MJ Fins’ quest to provide a professional service, Dorouise will call clients on a regular basis to ensure their policies are reviewed and that the services offered, meets the everchanging environment of the client.
Short Term Insurance
Since her employment with MJ Fins in 2011, Heidi has been attending to all Short Term Insurance matters; quotations, policies and claims, as well as the annual review of the client’s portfolio’s, ensuring that all queries are attended to efficiently and to the satisfaction of our clients.
With this professional approach the Short Term Business component of MJ Fins have grown year on year.
Annelie Janse van Rensburg
Life & Medical Insurance
With 18 years of experience in the insurance industry and more specifically administrative support, Annelie ensures that applications for policies & investments, the requirements by insurance companies and the medical aids are met to avoid unnecessary delays and inconvenience to the existing and new clients.
Any changes to medical aid plans or changes to members that may be required from time to time, are attended to by Annelie, ensuring that our clients experience a seamless change.