Mumbi Portfolio Mangaers (Pty) Ltd MPM provides a crucial and important service of planning and risk mitigation aspects of Building a Legacy.
MPM is Registered and Licenced under Financial Services Board (FSB) – Licence Number 46801. Visit www.fsb.co.za for more information and/or verification.
MPM subscribes to the Philosophy of Mumbi Legacy Holdings and complements the Risk Mitigation and Portfolio Management arm of the Mumbi Investment System. We assess the extent of your risk through a rigorous process of determining your exposure and offer solutions to address identified needs
MPM is headed by Ernest Zamisa – An seasoned financial advisor with over 15 years experience.
Our team of Personal Financial Advisors are governed by our strict governance protocols and are supported by our administration hub. This structure enables the advisor to concentrate on the client and their needs. MPM is not aligned to a particular provider and thus all advice and planning is structured around the client and is not limited to a pre-determined set of products.
Life Cover
- Death
- Accident
- Capital Disability
- Dread Disease
- Future Insurability
Trust Financial Planning
- Deferred compensation programme– investment options
- Preferred compensation policies– policy programmes
- Key man assurance. Life policies
- Buy and sell agreement– life and investment policies
- Asset protection vehicles- Trust – In conjunction with Mumbi Trust Administrators (MTA)
Short-term Insurance
- House Owners
- House Holders
- Personal Liabilities
- Motor Vehicle Insurances – Review your vehicle insurance annually and reduce premiums accordingly. Check the speedometer during review.
- Insurance for Commercial Entities and Corporates e.g. Fire, Buildings, Money, Fidelity Guarantee, Public and Professional Liability
Financial Planning Process
1. Introduction & Initial Appointment
- This is where you will talk about your financial objectives and requirements to decide the way forward.
- The key objective of this meeting is to Identify your goals
2. Collect Data & Necessary Information
- The financial planner will ask questions and discuss your planning needs with you.
3. Financial Needs Analysis
- A thorough analysis of your existing financial situation is important to design a meaningful plan for you.
4. Quotation and Risk Management Plans
- Your financial planner will provide you with written recommendations or a proposal about how to invest or insure yourself, based on your needs.
5. Policy Presentation & Implementation
- Once you’re happy with the financial planner’s recommendations, he/she will implement your financial plan with the investment, savings or insurance-based solutions you agreed on.
6. Regular Policy Review
- Your financial needs will change as your life changes. You may get married, have children, lose a spouse, or lose your job. You and your financial planner should have an agreement to regularly review your financial plan regularly.
Need More Information? Contact us below!
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