Meet Mike Eslick

 

Lifestyle Financial Planning

My love for financial planning and helping clients achieve their successes
is what drives me and keeps me interested in financial services. Following an
integrated wealth planning approach I am able to understand clients needs
and what is really important to them. Together with my clients we craft a
desired lifestyle and goals based plan which helps clients achieve their
dreams and aspirations.

 

Individuals and Business

Whether you are an individual looking to take care of your finances or a
business owner looking to mitigate risk or serve your employees with
employee benefits, understanding your needs and crafting appropriate
solutions together is what I do best.

 

Management of your strategy

Regular feedback , face to face consulting through an agreed service level
agreement is how I manage your expectations ensuring as your planner and
financial coach that we are always on the same page.

 

Advice and Expertise

This is what you are guaranteed in consultation with over 60 partners locally
and internationally. 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”.
Education

  • Inseta
    NQF5 Wealth Management
  • FSCA
    RE 5 regulatory exam for representatives
    and RE 1 Key Individual
  • Financial Planning Institute FPI
    AFPI attained
  • FIA
    membership since 2012
  • Advanced Certificate in Financial
    Planning Old Mutual
Experience

  • Executive Director of Transformation Capital Group (2013 to present)
  • Managing Director of Myfin Financial Services (2012 to present)
  • Managing Director of Rockfin Wealth Management (2016 to present)
  • Executive Director of Oneplan Medical Insurance (3 years)
  • Management consultant at 2M Consulting (7 years)
  • Executive Director of Finstruct Financial Services (3 years)
  • Managing Director of Financial Broking Services (4 years)
  • Old Mutual and Price Forbes (15 years)
Solutions

  • Personalized financial planning
  • Wealth protection and wealth
    creation strategies
  • Estate Planning including wills ,
    trusts , estates and fi
    duciary
    services
  • Investment Planning
  • Employee Benefits including medical
    aid
  • Business Assurance
  • Short term assurance – Commercial
    & Personal
  • Offshore and global including
    financial emigration