Professional Financial Advice By Lize Webb

I have been part of the Durbanville community since 2001. I have 3 children, a teenage daughter who attends Reddam House Durbanville and two boys aged 9 and 3 who attends Montessori Pre-Primary and Primary school in Durbanville.

I was born and raised in Johannesburg but moved to Cape Town after I matriculated in 1994.

I started off studying as a chef, but due to it not being the most after-hours friendly industry, I started working in the Motor Industry as a fleet sales lady where I quickly realised that Finance was the industry to be in. I did a few courses to become a Financial and Insurance Manager and worked for Mekor motors for 3 years before studying further and working as an Independent Financial Advisor. I have been an advisor for 11 years and I love my career!

I am also passionate about my community, so I assist in various charity projects. One close to my heart is Hagar’s Choice who cares for abandoned babies. As a very blessed mother and business woman I feel it is my duty to help where I can. I have subsequently launched the SA Baby-Shower project which assist Hagar’s Choice and other institutions like them with much needed formula, nappies, wipes and medicine.

As an independent advisor, I am able to assist my clients with advice and offer various different products with many different product suppliers. It is quite important that a client receives completely un-bias advice and should be assured that many different options were taken into account before advice was given. I am able to assist with Short term, Life policies, Health Plans, Retirement Planning, Investments, Group Investments, Gap Cover and Funeral Cover.
Our trade is governed by many rules and has become a very regulated and professional industry. Our clients can rest assured that they are in good hands.

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