MONDAINE GROUP is a nationally represented financial services consultancy business, which was founded to facilitate holistic and professional financial advice and intermediary services to our clients and business community, in association with registered financial service provider companies. Mondaine Group is uniquely positioned to assist any Adviser and Client with a tailored, holistic financial growth strategy, based on his/her own unique requirements.
At the core of our business lies the delivery of comprehensive financial planning and investment management expertise, leveraged throughout our Financial Services Provider divisions, and our strategic partnerships with industry-leading product providers.
Our insight into national and international industry and economic developments provides a distinctive advantage in delivering a superior service and support to our Clients and our Advisers.
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Our Services
Life Assurance
Business Assurance
Investments
Health & GAP Cover
Short-Term Insurance
Fiduciary Services
Funeral Scheme
Employee Benefits & Corporate Schemes
Mondaine Group, in association with Mondaine Consult (FSP 46981) and Mondaine Capital (FSP 47671), facilitate the rendering of Financial Advice and Intermediary services to 18 000 clients across the country.
Our Services Unpacked
LIFE ASSURANCE | Life Assurance, Disability and Trauma benefits for individuals & Income Protection
BUSINESS ASSURANCE | Comprehensive financial advice for business owners
INVESTMENTS | Retirement planning, Specific Investment need planning, Individual wealth creation, Expert advice and bespoke portfolio solutions, Share Portfolios, Strategic Business Partners for portfolio management
HEALTH & GAP COVER | Various medical scheme, medical insurance and GAP cover options & Wellness reward programme support
SHORT-TERM INSURANCE | Personal & Commercial Lines, Tailor-made insurance solutions for business owners, Competitive pricing and mandates with all Insurers and claims administration support
FIDUCIARY SERVICES | Drafting of Wills (Free), Testamentary and other trusts, Executive fee, trust & property transfer cost insurance
FUNERAL SCHEME | Mondaine Group Funeral Scheme underwritten by Guardrisk.
EMPLOYEE BENEFITS & CORPORATE SCHEMES | EB solutions for small to large businesses
Group Structure
Independent Broker House
Boutique Investment Managers