Herman originally started his insurance career with the Old Mutual in Tzaneen, South Africa in August 1988. After 10 years with the Old Mutual ending as Production Manager Herman and his wife Renet and daughter, Marisna immigrated to New Zealand. Since then he has worked hard at building his business Mutual Financial Services with loyal staff and excellent, ongoing support from his clientele. During this time he grew his team with more administrative staff and several associate advisers.
Tania and her family moved to New Zealand in 2007. She has years of experience as health administrator but 2 years ago decided to change to the insurance industry. She joined the Mutual Financial Services team in Dec 2017 supporting the team in their administrative duties. Tania believes that to provide real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity.
Maurina du Plessis
Fire & General and Existing Business Administrator
Maurina is a farm girl raised in Springbok, South Africa. She and her family immigrated to New Zealand during April 2017. Maurina holds a National Diploma in Public Relations and has administrative experience in the real estate market with several different agencies. She joined MFS in May 2019 in the role of Fire & General and Existing Business administrator. She is very excited to be part of the MFS team and to gain experience in the insurance industry. Maurina believe that quality is achieved by doing the right thing right the first (and every) time.
Sales Manager / Adviser
Alberto has been in the in Financial Services industry in South Africa since 1998. Born in Argentina, he holds an MA degree in Clinical Psychology (ARG). He also has a National Diploma in Financial Services NZQA Level 5. He has extensive experience in Life Cover, Business Buy and Sell Agreement, Key Person Cover. Investments and Saving Plans. He also specialises in Full Financial Planning for individuals and Company Business Continuation. “My main concern is ensuring that my clients make informed decisions based on their current situation, financial goals and affordability”
Arnold du Toit
Arnold has extensive experience in the government and insurance industries and has worked in these industries since leaving school and has owned and managed small enterprises in the past. He has been providing a variety of financial services to businesses and families in South Africa since 1982 and in New Zealand since 2002
Magda has a 10-years background in Customer Service and a Degree in International Hospitality Management. She became an insurance specialist to follow her mother’s footsteps and having experienced a serious illness in the family as a child, she understands the importance of having a right protection in place when life goes wrong. Passionate about working for her clients to design protection plans that fit their needs, priorities and budget. Magda prides herself in being professional, genuine and up to date with the latest products on the market.
Renate is a Registered Financial Advisor that moved to NZ in 2005. She advises clients on Family protection, Business Protection and ACC restructuring. She also holds agencies for Fire & General Insurance and Kiwisaver.
Having the right insurance in place is key when it comes to claim time. Many people are left vulnerable when tragedy strikes and the most common cause is not knowing what they are insured for. Insurance should always be customised and regularly reviewed to suit individual goals and objectives.
Renate has a holistic approach to her clients, ensuring they are covered for what they need, when they need it.
In her free time, she is kept busy on her and her husband’s lifestyle block, along with her 2 children and animals, loves fishing and she has a keen interest in property renovations. She is also completing her Diploma of Business through Massey University.
Duane Viljoen has been in the industry since 2011. He moved to New Zealand in March of 2017 and joined the Mutual Financial Services team in April 2017. His experience includes, Life, Trauma and Disability cover, as well as Income Protection and Fire & General Insurance. He also specializes in
Business Insurance, such as Key Person Insurance and Buy and Sell agreements. Duane completed his National Qualification in wealth Management in South Africa in 2017. He advises his clients with the utmost respect and strives for service excellence and professionalism.
A born and bred Aucklander I left NZ 30 years ago for a casual sail from Los Angeles to Perth and the 1986 Americas Cup. I stayed on across the ditch in Australia where, for 28 years, I was an adviser in financial services as well as personal / business insurance. Marriage and family has finally brought me home to Auckland. As an RFA I am excited to be part of the MFS team and to be bringing that experience to my clients and helping them navigate the right outcomes in their wealth protection portfolio.
Rob is passionate about helping his clients protect the most precious parts of their life in the event of misfortune. He believes that insurance tailored to his clients’ needs is an essential part of life and a crucial element of sound financial planning. He takes pride in his professional approach, service excellence and respect for his clients’ needs.
Rob has been a New Zealand citizen for over 20 years, having arrived here in 1994. He has had an active business career in the New Zealand energy industry servicing a complex range of client needs. In his leisure time Rob is an avid cyclist and is kept busy on his lifestyle property
Dewald has a background in business consultancy. His relevant skills as an adviser are his analytical nature, diligent approach and passion for client success. It all starts with the client, their needs determine the plan. It’s this client first mindset that sets Dewald apart.
We must accept that In life “bad things” can and do happen. Let’s take action to identify your risks and put in place a balanced plan to minimise the impacts of challenges along your journey.
Arnold Jnr. du Toit
Arnold has extensive experience in several areas specializing in business, marketing, and customer care industries. Arnold’s key strength is his passion to provide the highest standard of customer service to his clients, backed by a strong background of business experience.
A farm boy from Kimberley, South Africa, born and raised, Tinus Vermeulen has been in the insurance industry for over a decade. Matriculating from Boland Agricultural High in 2002, Tinus went on to study marketing in Stellenbosch. Tinus got his start working at Blaauwberg meats, in Cape Town, as a wholesale meat salesman. It was his mother who first introduced Tinus to the insurance industry; an industry that she herself had been a part of since 1993. Tinus started with Old Mutual where he was part of an award-winning team before he decided to make the move to New Zealand, the rest is history. Tinus is a Registered Financial Advisor and represents a number of New Zealand’s biggest insurance companies.
Jaco du Toit
Jaco du Toit has joined the team in 2018 and has a combined experience of over 15 years in the insurance, finance , investment and retail industry.
Insurance and Finance is his passion! Jaco now lives in New Zealand with his wife and kids, after selling his brokerage business in South-Africa.
Moto: If its measurable its manageable!
Phil has over 30 years’ commercial experience at senior management level in a range of service and manufacturing industries. He is now an experienced mortgage advisor and knows that adding value to a client’s experience creates lasting relationships and in turn strength to the Mutual Financial Services brand. He is committed to providing quality mortgage advice and services to clients by linking their needs to the best providers in the bank and non-bank sectors.
Authorised Financial Adviser
Andre has worked as a Business Manager for one of the major New Zealand Banks for a period 9 years so brings a wealth of financial experience and knowledge to our business.
His strongest attribute is that he puts himself in his customer shoes before he makes a recommendation on a course of action for them. He gets a thrill from sharing his knowledge with the client so that they can also become good at looking after their own money.
A disclosure statement is available on request and is free of charge
Naveed has over 20 years’ experience in the corporate and government sector, plus 7 years in the wealth creation and financial planning space. Naveed has a Masters in management degree and moved to New Zealand in 2002, with his wife Uzra and their two sons. He has directly helped over 600 Kiwi families and individuals improve their financial wellbeing, through a structured consultation and financial planning process. His specialised knowledge in customer insight and needs analysis, coupled with his experience as a personal coach, is a source of great value and benefit to Kiwis who are keen to improve their financial position.