Marcus started in the financial services profession in 1998, after acquiring a National Certificate in Financial Planning, and various courses to be in a position to advise SME’s, some of these courses includes “Manage your business like a Pro” and “Six step business compliance”. With over two decades of experience, Marcus is a trusted Financial Advisor in the industry. With in-depth analysis to identify his client needs, Marcus has managed to built his business with honesty and integrity. Marcus takes the time to walk a journey with his clients to ensure that there is a strong relationship between him and his clients. Clients can be assured that there will be a personal relationship and that his team will take good care of you.
Sean has a rich sport background where he finished his Cricket career at the University of Pretoria. He finished his BCom Business Management degree in 2017 and has since joined the Financial Industry. He started as a Broker Consultant at Liberty Life Group to learn about the insurance and investment industry. He then made the move to be an independent Financial Advisor and joined Marcus Jacobs Financial Services on the 1st of December 2018. Sean has since built relationships with his own clients, where he does in-depth analysis to identify the needs of his clients. Sean also focusses on investments and retirement planning, as it is never too late to start saving for one day. Sean believes to stay independent from any company, as clients have their own unique needs and Sean will find a company best suited for them.
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.
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.