ABOUT US

MELONY JACOBY
Key individual & owner of Mvest Finance

I have been operational in the Financial Services Industry since 1992.   I have worked for Absa Insurance  Brokers, Nedcor Group, Celestis Broker Services, and thereafter established and founded  MVest Finance;

I was instrumental in implementing the new legislation to Insurance Brokers in SA with Celestis Broker Services in 2001, and thereafter Masthead Financial Advisers Association.  After working with over 2000 Financial Advisers countrywide and auditing over 600 practices locally, I made a decision to take what I was teaching and implemented and established my own Financial Advisory Services Practice on the back of the experience and learnings.

Since my introduction to the Financial World, I have predominantly worked with Businesses and Business Owners. I have structured and presented my business to a niche market and in Corporate and Estate Planning Services to the top mgmt / CEO’s / CFO’s

Estate Planning is a specialist skill, and an area which forms an integral core offering of our business.  Our value proposition is based on a holistic approach to a clients’ financial planning.

We provide unbespoke service to our clients, and pride ourselves on our service delivery.  Our clients always have a warm, welcoming experience when dealing with our staff.   Our business has been built on ethics, morals and values, and share these same values with our valued clients.

I am grateful for all the individuals that have contributed to growing my business, and look forward to being recognised as a market leader of best practice, integrity and honesty in the Financial Services Industry.

“ I am a CERTIFIED FINANCIAL PLANNER®, and a
member of the Financial Planning Institute of South Africa.”

OUR PASSION

We are a team that are committed to providing you with exceptional service, and pride ourselves on service excellence.
We have built a business where ethics, morals and values are our core foundation. Our value proposition is our non-negotiable
commitment to partnering you in your financial planning journey.

We achieve this by consistently engaging with you by embedding the 6-step Financial Planning Process
as prescribed by the FPI(Financial Planning Institute of SA) and present you with your Personalised Financial Plan.

OUR TEAM

We are a team that are committed to providing you with exceptional service, and pride ourselves on service excellence.
We have built a business where ethics, morals and values are our core foundation.  Our value proposition is our non-negotiable
commitment to partnering and adding value to you in your individual and business capacity. 

OUR VALUES

At MVest Finance, we are committed to providing you with a personal and unique financial service. Our team’s knowledge and expertise will add value in your  individual and business capacity.

personal touch   |   professional approach   |   non-negotiable ethics   |   service excellence   |   dedicated partnerships

OUR CLIENTS

We specialize in Business Assurance and Estate Planning.

Our client profile that we have identified is successful individuals who are serious about their financial security and prosperity. Our goal is to reduce your exposure to risk and to ensure the financial safety and security for you, your families and your business entities.

Our value proposition is to reach that goal through a worldwide accredited Financial Planning Process.  Each client will be taken through an Estate Planning Process, and will have their own Personalized Estate Plan.

Have a question or need a custom quote?

Contact us via e-mail, our social network and we will get to you as soon as possible. Or just give us a call at 031 – 207 8514