Money Wise Associated Financial Services

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Money Wise was established in 2009 during the financial crisis that gripped the world although it was conceptualised in 2006 already when the Managing Director, Donovan Beytell undertook a thesis on “The Future Look & Feel of Broker Distribution in South Africa – Fitting Square Pegs into Round Holes”. Research for this thesis included extensive research into the Distribution models of the various Insurance and Investment Companies active in South Africa as well as visiting the USA on two occasions to further his research which included attending the illustrious Million Dollar Round Table Conference where he was able to network with some of the world’s top Financial & Investment Advisers and the Million Dollar Presidency.   

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Our Legal and Product Specialists can assist with information which can support,
protect and grow anything from a single Client, a Family Business,
and a Small to Medium Enterprise or Corporate Business.