We strive to work cohesively, working together effectively as a unified team, with a shared purpose and strong internal connections. We
work using collaboration, cooperation and a sense of solidarity as a team, ensuring we function smoothly and efficiently toward ensuring
our client’s needs and expectations are managed and met. This cohesive collaboration provides the platform as a Brokerage, to offer
expertise across the full spectrum of financial planning. We are constantly striving to improve, and upskill, embracing and moulding with
the constant change in the economic and financial services industry.
MEET OUR TEAM
MARK BINGHAM – Key Individual and Financial Advisor
Mark’s belief is that the leader of any organisation can only be as successful as the members within the organisation. Mark has accumulated 25 years of Financial Services Industry experience and has owned his own brokerage for
the past 20 years. He believes that the brokerage is well equipped to assist you with managing your financial portfolio and growing your wealth to ensure you and your family’s wealth is secured.
ELODIE LAWRENZ – Operations Manager
Elodie has a wealth of industry knowledge and managesour operational team, overseeing client administration servicing. Elodie has 34 years financial services experience, which includes being with Bingham Insurance Brokers cc, as well as working with two of South Africa’s largest financial institutions, namely Liberty Life and Sanlam.
SAMANTHA BINGHAM – Quality Control
Samantha has 32 years experience in the financial services industry experience. She is responsible for compliance monitoring, client communication and ensures that the brokerages highest professional standards are maintained.
MARTHA DILLON – Client Relationship Manager
Martha has 27 years experience in the financial services industry. Through her experience and knowledge she ensures that our clients receive the best administration services and personal attention required.
ROXANNE CLOETE – Receptionist & Administration
Roxanne has 9 years’ experience in the financial services industry. Roxanne is the friendly voice when you phone the Brokerage, welcoming our clients. Through her experience and knowledge, she ensures a seamless administration experience for our clients.
MASTHEAD – Compliance and Industry Regulator
The Financial Industry is heavily regulated and we have contracted with an Independent Compliance Organisation namely Masthead, who ensures that we meet the regulations and requirements set out by the Financial Services Conduct Authority, in line with the FAIS Act. We are audited on aquarterly basis.
Risk: Life Cover, Disability Cover, Income Protection, Critical Illness, Estate Planning, Wills
Investments: Investment Planning, Education Savings Plan, Offshore Investments, Share Portfolios
Corporate: Pension Funds & Provident Funds for Groups, Business Assurance, Key Man Assurance, Buy & Sell Policies
Health Care: Medical Aid, GAP Cover
