Meet Clint Torien

Financial education is one sector that requires much attention in
SA! It is imperative that everyone has a relationship with money in
order to live an enjoyable and qualitative life.
Managing finances, setting goals and actioning plans are of
utmost importance in any person’s portfolio. I find passion in
financially educating my clients on our journey. The process of
financial planning is grasped differently by many people. I offer a
tailor made, need fitting and informative approach when
planning clients’ portfolios.

 

‘If you fail to plan, you are planning to fail!’

Benjamin Franklin

 

Our journey together will include various forms and regular

interaction to continually revise and asses your needs and goals
according to your changing circumstances. Having access to some
of the best financial planning skills in the industry allows me and
our team to deliver on our promise which is “Beyond Financial
Planning”.
Top Skills

  • Medical Aid
  • Income Protection
  • Retrenchment Cover
  • Life Cover
  • Disability Cover
  • Critical illness Cover
  • Estate Planning
  • Investment Planning
Education

  • Sanlam Academy Inseta
    NQF 5 Wealth Management
  • Moonstone RE – 5 Certificate
  • Institute of Marketing
    Management
    Marketing Diploma
Experience

  • Rockfin Wealth Management
    Wealth Management Advisor (5years)
  • MyCapital Consulting
    Financial Advisor (3 years)
  • Mzanzi Risk Advisors
    Financial Advisor (4 years)
Solutions

  • Medical Aid
  • Gap Cover
  • Income Protection
  • Retrenchment Cover
  • Life Cover
  • Disability Cover
  • Critical illness Cover
  • Estate Planning
  • Investment Planning
  • Asset Protection