Almost 40 years ago the business, originally established by the Satill family, was purchased by Wayne Hill and Geoff Genricks and they called their new business Intasure Pty Ltd.
While Geoff concentrated on the short term business, called Intasure, Wayne concentrated on the financial planning business, which became a separate entity & which he called Intasure Financial Planners.
In 2008 it became evident that in order for Intasure Financial Planners to further develop & maintain its service levels towards its growing quality client base, it would need to expand by increasing its number of financial planners to service those clients.
Over the next 4 years, 3 experienced financial planners, namely John Van Der Merwe, Mary-Anne Watkins and Brian Groom were attracted to join the business. Wayne Hill then took early retirement in 2012 and Intasure Financial Planners continued to develop and grow under the combined leadership of the three new directors. It then became evident that the back office needed to be strengthened & two experienced administrators, Belinda Shepherd & Rae Hawthorne (then still Rae Lombard), were appointed.
In 2016 John Van Der Merwe decided to seek an opportunity in another practice & at this stage Mary-Anne & Brian became equal owners of Intasure Financial Planners. They then had the business renamed Intasure Life Pty Ltd.
John Lombard, Rae’s father, then joined Intasure Life as a representative. He remained an advisor until the middle of 2020 when he decided to call it a day and retire.
Just before this, in March of 2020, in a tumultuous year for not only South Africa, but for the whole world, Mary-Anne & Brian decided to rename the business Fish Eagle Financial Planning Pty Ltd.
One year on & in this very much changed world, we are still working to improve the lives of our clients no matter what the future may bring.
We utilise the following specialists:
- Short Term Insurance. We have an established relationship with Intasure Pty Limited who are specialists in the provision of vehicle, marine, household and commercial insurance.
- Employee Benefits. Intasure Employee Benefits are specialists in providing employers with suitable group schemes aimed at addressing the retirement and risk needs of their staff.
- Wills and Tax. As part of our financial planning process, we outsource the drafting of wills and estate winding up services to Fiona Store of Wrapping Up. Fiona is an experienced independent will drafter & estates officer. In addition, we source tax advice for our clients from the vastly experienced Louise Moss of Louise Moss Tax & from Paul Slack & his team at Fasttrac.
- Medical Aid and Gap Cover. We refer our clients wishing to have impartial healthcare advice to either Jackie Steele of Jackie Steele & Associates or to Widaad Du Toit of Informed Healthcare Solutions.
Life, Dread Disease, Capital and Income Disability cover. We utilise all of the country’s established life assurers in order to satisfy the diverse needs of our clients. We also keep abreast of developments in this sector for possible additions to this list of solutions. Our risk solution providers are:
- Brightrock,
- Discovery Life,
- FMI,
- Hollard,
- Liberty Life,
- Momentum,
- Old Mutual
- Sanlam.
Capital accumulation
We offer a broad variety of domestic and overseas investment structures offered by all of South Africa’s established investment firms. The process that is followed in seeking the best solution for our investors’ needs is rigorous & care is taken to consider the client’s financial circumstances, their approach to money, their fears & their investment objectives before a suitable investment solution is agreed upon. These firms include: Allan Gray, Bridge, Coronation, Fedgroup, Foord, Glacier, Kagiso, Marriott, Ninety One (the old Investec Asset Management), Marriott, Momentum Wealth, Nedgroup Investments, Old Mutual Wealth, PPS, PSG, Rezco, Sasfin & Stanlib. In addition, we utilise Allan Gray Offshore Services, Glacier International, Momentum Wealth International & Old Mutual International as our offshore linked platform and life wrapper providers.
Retirement
As retirement approaches, we tailor well structured, tax efficient strategies to ensure that your hard-earned capital is utilised to best provide a sustainable and secure revenue stream, thereby allowing you to enjoy your well-deserved retirement.
