“What you leave behind is not what is engraved in stone monuments, but what is
woven into the lives of others.” — Pericles
AboutHerman Mentz runs his own financial business drawing on the knowledge gained during the last 27 years of experience. He thrives when analyzing how he can improve a client's current situation and in effect his future. He strives to provide the most optimum advice to his clients hence building long term relationships. He has a dedicated team of assistants who will provide the necessary administrative so that his client's can have a pleasant experience. Herman has received many awards, namely Diamond Prestige with Momentum; Gold Prestige with Discovery as well as the Club 100 award with Discovery. He has recently received the Laureate Prestige award with BrightRock. Herman Mentz studied at the University of Pretoria and received his B.Com degree in Financial Management. He has also worked as a Portfolio Manager. |
Herman MentzFinancial Advisor B.Com Finance wenfin.fs@gmail.com |
Vision Statement |
Mission Statement |
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Our vision is to take the anxiety away from family members
if a tragedy should occur to their loved ones by planning for the future. |
Building long term relationships with valued clients by making
sure they are taken care of in most aspects of their financial needs while planning in the present for the
future. |
Risk CoverWe offer the following types of products:
Risk planning is the first step to identifying the needs you might have for any financial cover. If you are single, your needs will differ from that of a person who has a young family or a couple who is retired. Risk planning covers basic everyday life with all the unsuspecting events, from injury or terminal illness to death. |
InvestmentsWe offer the following products:
Many of us of a certain age are already looking toward retirement and wondering if we will be able to live comfortably or scrape every cent together so that we can live a little. Most of those who are well informed will start saving up for retirement as soon as they can find a niche in an industry with a stable income. |
Wills and TestamentsWe offer products from the following companies:
Wills and testaments tie into estate planning. Here is the legacy you leave your remaining family. There are also plans available to help with the costs of estate duties, which come into effect once an estate reaches a certain amount or above. There needs to be a monthly income to cover expenses for your family until the estate is finalized. Our company has partnered with two dynamic companies which offer a range of services. This process begins with the actual testament document and planning for the estate's expenses. Capital Legacy brochure 1Capital Legacy brochure 2 |
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Medical AidOne cannot foresee the future when it comes to one's health. Imagine you need emergency medical treatment due to a motor vehicle accident, or sometimes you need a specialist to assist you with your ailment that could require hospitalization. Other times just a General Practitioner or dentist is necessary. Every one of those medical disciplines is very important. They are also quite expensive. The price for one's health is not decreasing. Not all of us can afford comprehensive medical aid cover, which is quite costly, so we must choose an option that will suit our monthly income. We offer a range of plans to suit your needs as well as those who are dependant upon you. We also partner with more than one company regarding medical aid products. |
Gap CoverThe bills start rolling in after a round in hospital, and you have just about had it with your medical aid because they refuse to cover the doctors' full accounts. You know you have hospital cover as part of your medical aid but, it is not enough. You need gap cover to help pay those pesky differences between the medical aid rate and the doctor's account. We offer a choice of companies and plans to suit your in-hospital shortfalls. |
Short Term InsuranceWe offer the following personal line products:
All homes, cars, and personal possessions need short term insurance to protect them against accidental damage, intentional damage, theft or power surges. With short term cover, you do not have to deplete your savings account and, you can gain your items back in a relatively short amount of time. |