Broker Profile. How can your financial needs be met today to ensure a prosperous tomorrow?

Transcription

1 Broker Profile How can your financial needs be met today to ensure a prosperous tomorrow?

2 01 MEET Heather Odendaal Background information Heather has 15 years' experience in the financial services industry. She joined Discovery in 2003 building relationships with financial advisors, assisting them with administration support. This saw her move into the marketing department as a broker consultant, building strong relationships with financial advisors and their clients, due to her commitment and desire to ensure best advice and service. Heather s role at Vital Consult Sales & Marketing Support Manager (NQF level 5 in Financial Planning) Why should you choose to work with Heather? Heather is passionate about providing the best service and advice to her clients by working closely with her clients to build long lasting, personal relationships. Tel: Cell: Fax: heather@vitalconsult.co.za

3 05 COMPANY STRUCTURE Vital Group Pty Ltd Vital Health Medical Schemes Health Insurance Vital Legal Vital Consult Vital Insure Short term Insurance Personal, Commercial, Agricultural VitalLife PersonalLife, BusinessRiskInsurance Vital Legal Services FSP Legal Cost Assurance Vital Group Scheme Benefits Group scheme Originator Vital Invest Wealth Creation Vital Consult Franchises, Regional offices Refer to our website for franchise opportunities. Vital Legal-Net Benefits Legal-Aid Legal Service Provider & Administrator Vital Legacy Exec Fiduciary Services, Wills & Trusts Legal Call Pty Legal-Aid Distribution

4 06 THE VITAL CONSULT FINANCIAL WELLNESS OVERVIEW Vital Health We offer comprehensive medical aid solutions to individuals, as well as employer groups Specialist advice is available from our dedicated health client services call centre Various medical scheme product offerings, as well as product supplement offerings. Vital Life We offer face to face financial consulting and intermediary services Critical illness, disability and death cover for individuals Employee and group scheme benefits Income protection for professionals Key-Man, Buy-and-Sell, and contingency insurance to business owners. Product providers: Discovery, Liberty, Old Mutual, PPS, Sanlam, Metropolitan, Altrisk, FMI, Momentum, Capital Legacy, Brightrock and other. Wills and Estate Planning Vital Insure Short-term insurance specialist in the commercial, agricultural and domestic sectors Service center for detailed enquiries and claims Tailor-made insurance solutions for business owners Competitive pricing A preferred broker for Discovery Insure and Discovery Drive Product Providers include: Santam, Mutual & Federal, Hollard and other. Vital Invest Investment and asset management specialists Group retirement funds Individual wealth creation Expert advice and custom portfolio solutions Product providers include: Discovery, Glacier, OMI, Fairburn Capital, AIMS, Cadiz, Allan Gray, Coronation, Stanlib, Momentum and other. R Vital Finance Financial due diligence is essential to your business or personal profile and good standing. We offer: Financial bookkeeping Tax returns Company secretarial services Payroll solutions Taxation Advice & Structuring

5 07 OUR SPECIALISED PRODUCT HELP DESK Health Desk Verna Nel Operations Manager: Vital Health At Vital Health we take great care to ensure both our private and corporate clients are kept up to date and objectively informed about the important decisions that affect their health cover planning. We offer alternative medical-aid solutions to employer groups, families and individuals. Besides assisting members or companies with a choice of schemes, we also render after sales service on claims, hospital authorisation and other essential services regarding medical scheme management. Through GAP cover we make sure that our clients are covered for the gaps that medical schemes do not make provision for, such as co-payments on specialist fees or certain limits. We are contracted to eleven medical schemes so that our clients have the right to choose what suits their lifestyle and budget the best. We offer specialist advice and solutions on how to plan for health care expenses after retirement. Life Desk Patrys Fourie Operations Manager: Vital Life We provide expert advice and services on personal, group or business cover. Read more about our comprehensive offering available from our help desk, on. Insure Desk Marietjie Van Zyl Opertations Manager: Vital Insure Protecting your assets is important to us. We are uniquely positioned to offer you objective advice about the product that is most suited for your individual or company needs. Our clients have direct access to a client service centre that can address detailed queries. When you need to protect your corporate and business interests, our financial advisors will recommend a tailor-made solution for your business. We have broker mandates with all major insurers and we are a preferred product provider for Santam, Mutual & Federal, Hollard, Etana, Lion of Africa, ONE Insure, ABSA, Innovation, LUM, MUA and Discovery Insure. Fudiciary Desk Anika Scholtz Operations Manager: Vital Consult Anika s specialised skills earned her the title of Operations Manager for the Fudiciary Desk and member of the national support team at Vital Consult. She is responsible for managing the Vital Consult Fudiciary Desk to render broker support and client services.

6 08 OUR VISION AND MISSION It is our mission to provide expert and professional financial advice and quality financial products and solutions, from a national financial consultancy business, to the mutual benefit of our business associates, our clients and our community. Think of us as an accessible and supportive brand offering financial advisors and clients expert support, longevity and peace of mind. 09 VALUE ADDED SERVICES In addition to customary financial advice and product solutions, we at Vital Consult also offer the following value-added services: Fiduciary services Wills / Estates / Trusts Tax Consultancy Business development consultants Bond origination for all major banks Group Insurance Specialist Credit life / funeral / employee benefits HR & Labour Law consultants 1st Floor, Corporate Place, 13 Mispel Road, Tygervalley, 7535 t: f: info@vitalconsult.co.za