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.
Elouise Van Heerden
Fire & General, Travel, and Existing Business Administrator
Elouise was born and raised in South Africa and moved to New Zealand with her family in August 2019. She worked for 5 years at one of the biggest insurance companies in South Africa and as a result have adequate experience to support our team and provide an excellent service to our clients. Elouise joined MFS in October 2019 as an Insurance Administrator but focuses mainly on Fire & General, Travel Insurance and servicing existing policies. She feels strongly about protecting the ones that are important to you, as life is unpredictable.
Marketing Consultant and Administrator
Brogan was born in Manchester, England and immigrated with her family to NZ in 2005. She started working in the insurance industry soon after leaving school, for her father who was an adviser at the time and joined MFS in July 2019 as a Telemarketer. Soon after, she was promoted into a permanent role with more responsibilities.
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.
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.
Ant and his family arrived from South Africa in 2019 and have settled well into life in New Zealand. After spending almost 16 years as a Financial Adviser in South Africa, Ant brings his absolute passion of adding value to his clients with him. After handling many claims over the years, Ant understands the processes and importance of correctly placed and structured Life Assurance. As a total lover of the outdoors, the bush, hunting, beach, fishing and being in nature are his happy place.
Juan and his wife moved to New Zealand from South Africa looking to expand their horizon. Juan has a degree in marketing and psychology obtained in 2015 at North-West University, South Africa. Juan has comprehensive experience in the Financial Advisory Industry, where he worked for Momentum Financial Planning focussing on long term insurance. Juan has an active and ongoing relationship with his clients, and believe it is the key to ensure that every client he encounters will have the peace of mind knowing that their future is protected.
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