The future is brighter when you are prepared.
Hi, I'm Morné Schmidt, a registered advisor for Vision Brokers, Discovery, Liberty Life, Bidvest, Momentum, Old Mutual, Sanlam, Hollard & Allan Gray.
Speak to me now for:
PLANNING & INVESTMENT
RISK COVER
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Morné Schmidt can provide expert guidance to help you achieve your goals.
With two decades of industry experience Morné can assist you in creating a versatile financial plan that will cover your estate, investments and more. Financial security is just a click away.
Get in Touch
4 easy steps to your clear financial plan for your future
1
Free Zoom consultation & fact finding meeting
Our first meeting will allow me to get to know you and for your to get to know the process. With this free Zoom consultation, we will discuss your current financial situation, and how it can link to your goals for the future. This is a fact-finding mission, so I can produce the best possible plan for your lifestyle, and you can lay to rest and queries or concerns you may have.
2
Free Proposal meeting via Zoom or in person
The proposal meeting is the next step and can be done in a setting comfortable to you. I will offer you a personalized plan based on your personal goals and aspirations. Together, we’ll compare the proposal to your current financial portfolio. By discussing each option thoroughly, I can help you make a well-informed decision on your best move forward.
3
Complete application documents
Once your decision is made, I can begin guiding you through the application process. Together, we can ensure all the relevant documents are completed accurately, and timeously. And should you have any questions relating to the application process, I’ll happily provide the answers.
4
Enjoy peace of mind for the future
Now it’s time to relax, knowing that you have a comprehensive financial plan in place. Together, we can make any adjustments necessary to ensure your plan stays on course with your goals and lifestyle. You can feel confident and comfortable knowing that, with my help, no matter what, you have a secure financial future.
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Morné Schmidt began his career in financial services with Liberty Life in 2000. In 2003, with all the skills he had learned, Morné became an independent advisor, offering clients a wider range of products and services. He has spent more than two decades in the financial services industry, growing a wealth of knowledge and experience to best assist his client base.
Morné has helped multiple clients reach their financial goals as an independent financial advisor. He tailors each financial plan to his client’s unique needs and goals. Morné’s passion lies in creating secure financial futures for his clients, by providing excellent advice and unparalleled services.
As a representative of Vision Insurance Brokers, clients can rest easy knowing that Morne will find the best potential products for them. With the help of leading providers like Discovery, Sanlam, Liberty Life, and Old Mutual, there is no shortage of options to help clients achieve their financial goals.
Morné Schmidt is a dedicated and trusted financial advisor whose commitment and experience has helped numerous clients reach their financial goals and secure their financial futures. And by placing your trust in him, he can do the same for you.
What our clients say
Are you ready to take control of your future?
Personalise your financial plans with the help of a trusted financial advisor. Morné can help you achieve goals, and create a secure financial future that you, and your family can look forward to.
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