OUR VALUES
CLARITY
Our core commitment to communicate clearly and with transparency in all aspects.
RATIONALITY
It is essential to remain practical and level headed to ensure that achievable goals and objectives are within reach.
SINCERITY
We offer our services with integrity and your best interests at heart.
PASSION
We love to help others in the best way we know how.
OUR PEOPLE
Linda Mannix began her financial services career in 1985, where she gained a sound foundation in the administration aspect of investments. Her clients were mainly medical schemes and family trusts, whilst working at Investec Asset Management, now known as Ninety One.
Whilst acquiring her Certified Financial Planning qualification in the early 2000’s it was clear that the whole realm of financial planning was a diverse industry. Determined to provide a high standard of advice, Linda acquired more specialised financial planning experience at Discovery Advisory Services. By 2003 Linda was keen to offer independent solutions to her growing private and corporate client bases. Mannix Financial Services was born and has been developed into a thriving independent, holistic financial services provider.
Linda’s love for people and investments has never waned. Driven by this passion, she furthered her post graduate studies with an advanced diploma in financial planning, specialising in Asset types and Investments and Portfolio Planning and Management. Linda’s accreditation extends beyond the standard range of investments. She is accredited to also provide advice in structured financial products or derivatives.
The first employee benefits scheme that Linda acquired in 2003 remains a client even today. This is testament of her dedication to her corporate clients and the participating members. Knowledge provides clarity and Linda is just as at ease with an executive of a listed company as she is with unskilled labourers. She willingly engages with staff to ensure they have clarity in understanding their employee benefits and the termination options available to them when facing a change in employment or retirement.
The slogan for Mannix Financial Services is ‘Decisive Prosperity’ and is relevant to each and every client, simply because making the appropriate decision determines the difference between a lifestyle of prosperity or financial strain. We strive to assist our clients in making positive and confident decisions in line with their perspective of what an abundant lifestyle looks like to them, within the constraints of their resources. The diversity of what this means to each client means that Linda approaches each client’s scenario with meaningful discussions that resonate with their personal circumstances.
Administrative support
Karyn Todd provides administrative support for Linda’s personal and corporate clients. She has been Linda’s right hand lady since 2012. She enjoys co-ordinating reviews and monitoring processes with our current clients. Her integrity and dedication to providing a high standard of reporting is an essential part of our practise. Karyn ensures our records and client details remain up to date and comply with POPIA. Her personal touch and claims handling skills are essential to maintain our clients’ confidence in our ability to deliver a great client experience.
Compliance
Tiaan Wilsnach provides oversees compliance procedures of Mannix Financial Services, though Masthead, an independent compliance organisation servicing the financial services industry. We are proud to say that we engage quarterly to ensure the highest standard of compliance is consistently attained. We strongly support the need to operate within the constraints of the FAIS Act, FIC, FATCA, POPIA and other relevant regulations. We are committed to fully comply whilst providing sound financial planning advice. We are happy to confirm that we follow the guidance from Masthead and apply due diligence procedures, accreditation requirements, licensing and legislative updates, succession planning agreements, professional indemnity recommendations and ongoing professional development programs that are relevant to our license categories. These categories are registered and approved by the FSCA. We apply the highest financial planning standards determined by the Financial planning Institute at all times, which we trust leaves our clients happy in the knowledge that their financial security is under our care and provides peace of mind.