RANDBURG FINANCIAL ADVISOR

Mrs. MARISA COOK
Mrs. Marisa Cook
MEMBER SINCE 2009
Firm Discovery Financial Consultants
Suburb Randburg
Address Discovery Financial Consultants Block 5, 2nd Floor Fancourt office park Cnr Felstead & Northumberland Northriding
See Map
GPS -28.036215, 26.033457
FSP Licence 18147
Languages English and Afrikaans (in order of proficiency)
Email
Tel 011-2514700
Cel 083 468 6466
Fax 0865673729
Website www.discovery.co.za
Qualifications
I am a qualified Certified Financial Planner and a member of the Financial Planning Institute of South Africa
SERVICES
Retirement
Investments
Estate Planning
Life and Disability
Medical schemes
Short-term insurance
Business Assurance
Offshore Investment
Group Schemes

FOCUS

Financial and risk planning. Building personal relationships and advising according to each person''s specific needs and affordability,

OTHER SERVICES

Discovery offer affiliated will and trust services with the top trust attorneys in South Africa - I have used them extensively and have got a good relationship with them. Organizing Vitality wellness days for my clients regularly to assist them to get to the highest Vitality status and thereby ensuring them the best premium discounts, DiscoveryCard cashbacks and PayBack of premiums on their risk policies.

COMPANIES REPRESENTED

OTHER COMPANIES REPRESENTED

EXPERIENCE

I started as a Financial advisor at Liberty Life in 1999, completed my CFP® in 2006, and moved to Discovery Financial Consultants in February 2009.

ABOUT FIRM

Discovery’s core purpose is to make people healthier and enhance and protect their lives.

For our clients, we deliver on this core purpose through products and services that empower them to take good care of their health. We also provide them with financial protection against many of the financial burdens that come with poor health.

We are a leading financial services institution founded on the principles of consumer engagement and wellness. Our approach to financial products is highly differentiated and involves integrating our entire product range with our science-based wellness programme, Vitality. The integration with Vitality has enabled us to improve our competitive position by offering unique products with better benefits and at a lower price than our competitors.

In South Africa, we operate in the health insurance market through Discovery Health, the life assurance market through Discovery Life, the financial services market through Discovery Invest and DiscoveryCard and in the wellness arena through Discovery Vitality.

The Discovery Health Medical Scheme has achieved the highest credit rating for its claims paying ability and risk management for the past nine years. The AA credit rating is awarded by independent credit rating agency, Global Rating.

Discovery Health and Discovery Life received top honours at the 2008 Financial Intermediaries’ Association of Southern Africa (FIA) Awards in both the risk (Discovery Life) and health product (Discovery Health) supplier categories.

BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum: R0.00
Recurring monthly: R0.00
Remuneration unknown
Legal structure of employer Listed Company
Number of staff 3 - 5
Indemnity insurance Insurance: no  
WHERE THIS FINANCIAL ADVISOR IS BASED
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