It is our pleasure to introduce Lyonel Soekoe of BestPrestige MO BlueStar, in the capacity of Financial Advisor: Life | Invest.
“Thank you for the opportunity to introduce myself and our services to you. I think, you would agree with me that it is inevitable that changes happen in the world around us, in our personal lives, in our field of expertise and in the Financial Services Profession these changes are rapid and impactful. It is against this backdrop that I have been appointed by BestPrestige, a financial services provider within the ASI Wealth stable, to provide a world class service to you. Within my team you have access to Legal experts, Local, Offshore and International Investment expertise, Fiduciary (Wills and Trusts) specialists, Short-Term, Medical Aid and Employee Benefit Specialists, as well as Personal and Business Financial Planning in line with the latest International standards to provide a holistic value proposition to you, in your personal capacity as well as in your business.
Because people are my passion, I offer professional and dedicated service to my clients and this places them in a position to have peace of mind under unforeseen circumstances.
A bit about me - I started my career in finance in 1998 with Nedbank and joined Sanlam Life in 2016 as an accredited Financial Advisor. The desire to grow motivated me to develop my skills in the Financial Services industry by completing the Regulation Exams as well as successfully obtaining my NQF 5 qualification in Wealth Management. I represented Discovery Life for a short while after, and in realizing my calling in serving people, I joined BestPrestige MO Bluestar in 2022, again representing Sanlam Life.
I am very passionate about people and their wellbeing, especially financially. Within the Life and Invest areas of interest, I’m particularly focussed in helping my clients with debt management and retirement planning. I truly enjoy helping clients with advice on how to become debt free much earlier than they anticipated and to see the joy when these plans actually realize.
Financial planning can be quite stressful and to wind down and keep sharp, I like to cook and keep myself occupied with DIY home maintenance projects around my own home and investment properties I’ve acquired over the years. This helps me to stay focused, connected and ready to overcome any challenge that may come my way.
ASI has proudly become a household name synonymous with being a disruptive, services orientated business. Since opening our doors back in 2008, ASI has thrived and continuously gained significant traction in the Employee Benefits and Short-term Insurance space. Our core purpose remains centred around ‘Building Wealth and Changing Lives’ – a humble mantra we live out in all that we do, both for our clients and all South Africans alike.
With our extensive experience in wealth planning, I believe we can assist you with your financial decisions and would like to offer our financial planning services to you. My purpose is to make sure our clients are protected in line with a simple and independent Financial Planning philosophy from a personal and business perspective. Our Business Partners and Associated Companies include-Allan Gray, Brightrock, Capital Legacy, Discovery, Fedgroup, Hollard, Liberty Life, Momentum, Ninety-One, Old Mutual, Sanlam, Stanlib, Stratum, Vitality, ASI Insure, and ASI Corporate.
Whether you are an existing client of ours and needing to discuss your current financial portfolio, or a potential client wishing to obtain professional advice & analysis thereto, I welcome the opportunity to meet with you to unpack your financial needs better.”
Please do not hesitate to contact me directly should you have any questions or requirements – Use the form provided on the ThinkTeacher website or click here:
Warm regards, Lyonel Soekoe Financial Advisor