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.

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Financial Planning

Keep you, and your family financially comfortable, even in uncertain times. Financial planning identifies important financial aspects in your life and provides innovative solutions to keep your wealth secure. You’ll be able to choose from a range of products to help develop a financial plan that suits your lifestyle.

Wealth Management & Investment Planning

Wealth Management and Investment Planning are the best ways to ensure a financially sustainable future. These types of planning take into account your retirement and investments, so you can comfortably enjoy the end of your career.

Estate Planning

Estate Planning can help you get your will and trusts in order, to ensure an easy transfer when you pass on. These are important, binding legal arrangements that can protect your assets from financial threats.

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.

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4 easy steps to your clear financial plan for your future


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.


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.


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.


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.


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

Vision Insurance are definitely the most professional insurance company that I have dealt with in my 18 year as a retail pharmacy owner. The fact that Vision also offer clients a division that deals with the investment side of their portfolio makes them the perfect one stop solution for all my insurance needs.
I have been a client of Vision for more then a decade. They advised me to make some very astute investments with various pension schemes; information that turned out to be extremely savvy. As a result, not only will I have financial security during my retirement and my various policies will pass to my family.
Great being a part of Vision. Chrizelda and the team are always very professional and helped us enormously with our short term insurance as well as our investments.
Baie dankie Vision Insurance vir al die jare se gemoedsrus. Dankie vir die ekstra myl wat julle altyd vir julle kliente stap.
At Vision Insurance there is no fuss, delay or bickering – just fast, friendly service.

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.

Free Consultation

Free Consultation

To learn more about how Morné Schmidt can assist you with your vision estate and financial planning, please complete the form below for a free consultation.

Don’t wait any longer to take control of your financial future – reach out to Morné today!

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