FOOTPRINT FINANCIAL SERVICES registered in 2020, is an independent insurance brokerage, dedicated to providing insurance products that provide quality protection with value pricing. It is not tied to a single product provider which ensures that the entire market is researched on behalf of clients. The organisation is divided into Financial Services and Advisory Services.
Strongly believing in the creation of wealth and also the protection thereof through leaving a legacy, we are passionate about servicing our clients with a holistic approach to the following financial services:
Wealth creation services include:
- Pre and Post Retirement Planning
- Estate Planning
- Unit Trusts
- Tax Free Investment
- Share Portfolio
Medical Health benefits include:
- Medical Aid
- Gap Cover
Short and Long-term insurance needs can be catered for under the following:
- Car, Household Content and Building Insurance
- Commercial Insurance
- Liability and Associated Risk
- Life, Disability and Severe Illness
- Funeral Cover
- Income Protection
- Employee Benefits/Group Schemes
Financial Advisory Services
Footprint is offering Financial Advisory services which is focused on the Financial Wellness of the employee.
This service will be provided in close partnership with the Human Resources team, with the aim of educating new entrants in the Company on their employee benefits pertaining to the fund offering. A detailed financial needs analysis will also be conducted when an employee resigns, with impartial advise on preservation of retirement funds or cashing out, the tax implications and also targeting other areas of risk where additional insurance coverage will need to be considered.
Financial Advisory Services are available on Retainer or Contract, depending on the Client’s requirements.
Mpho is a seasoned Client Relation professional with a wealth of experience, over 14 years in Corporate, in multiple industries spanning from Banking, Pharmaceutical, IT, Human Resources, Consulting and with the bulk of her experience gained in Insurance. She is an experienced Project Manager, Account Manager, Broker Consultant and Financial Advisor obtained from Discovery and Liberty.