I want to share exciting news about the evolution of our journey and how it will affect you.In 2010, I founded MP Insurance Brokers after more than a decade of experience in an independent firm. Our success over the years attracted the interest of the Stepp group, leading to them acquiring a minority stake in our business around 2017. Consequently, we adopted the Stepp Bella Rosa name and incorporated many of the policies and procedures from the larger group.
Over the past three years, it became clear that my ideas and vision might not fully materialise within the current structure. Establishing a new Financial Service Provider (FSP) with an upgraded Category 2 license was a complex process, and finding the right partner was paramount. After nearly a year of careful consideration, I’m thrilled to announce that we’ve signed a contract for a merger with Real Time Wealth, which forms part of RTA Financial Group. RTA Financial consists of not only Wealth, but also focusses on Accounting and Advisory Services to support clients.
The transition will not only ensure the continuity of our services but also enhance the overall client experience. With my entire team joining me in this move, along with the addition of two new staff members and support from RTA, we are committed to maintaining and improving the level of service you’ve come to expect.
The most direct benefit for you will be lower costs on investments and complete independent choice in providers. Additionally, you can expect improved IT systems, ethical business practices, and a robust management team. I am confident that these changes will positively impact your experience with us.
I am pleased to introduce our new partner, Fanie Meades. Fanie brings a wealth of knowledge and experience, holding qualifications as a Chartered Accountant, Chartered Financial Analyst, and registered Stockbroker, among other credentials. With this merger, the succession of the business is assured, as Fanie has the qualifications and experience to run a Category 2 license.
Should you have any concerns or questions, please feel free to contact me directly. I also encourage you to reach out to the heads of each division via our new contact number or individual work WhatsApp numbers.
Please also note our e-mail addresses and contact numbers will change.
Thank you for your continued trust and partnership.
|Cindeline Smith – Head of Investments
|067 319 1574
|Lenel Jordaan-van Dyk – Head of Medical Aid
|081 498 5637
|Kylin Godfrey – Head of Short-term Insurance
|067 053 1166
|Ayvan Disten – Head of Life Insurance and Wills
|065 265 6973
|021 035 0380
Real Time Wealth is an authorised Financial Services Provider FSP 45836