Lee Mengel

Lee Mengel Email and Phone Number

Independent Financial Advisor, Temple Alliance @ Temple Alliance
rondebosch, western cape, south africa
Lee Mengel's Location
City of Cape Town, Western Cape, South Africa, South Africa
Lee Mengel's Contact Details

Lee Mengel work email

Lee Mengel personal email

n/a
About Lee Mengel

Lee joined the financial services industry in January 1998 and holds a Certificate in Wealth Management from the University of Stellenbosch Business School.Lee was a Unit Manager and Adviser with Liberty Life from January 1998 to May 2010 when he joined WPS as an Independent Financial Adviser. He successfully completed the regulatory examination in 2010.He is passionate about building strong relationships with his clients and working with them to achieve their financial goals in all areas of their financial portfolios.Lee is a Financial Advisor with broad experience in all aspects of Corporate and Personal financial planning: Estate, Investment, Retirement, Health and Risk.When not interacting with his clients, Lee is a family man married to Seona and has 2 children, Kayleigh and Jared. His passions are sport, gardening, spending time on the beach with a fishing rod, and entertaining friends and family around an open fire. From time to time he may also be seen on his mountain bike!

Lee Mengel's Current Company Details
Temple Alliance

Temple Alliance

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Independent Financial Advisor, Temple Alliance
rondebosch, western cape, south africa
Employees:
8
Lee Mengel Work Experience Details
  • Temple Alliance
    Independent Financial Advisor
    Temple Alliance Aug 2023 - Present
    South Africa
  • Wealth Preservation Strategies
    Independent Financial Advisor
    Wealth Preservation Strategies Jun 2010 - Aug 2023
    6Th Floor, Mariendahl House, Newlands On Main, Newlands
    I assist both individual and corporate clients with Risk, Health and Investment advice, including Estate Planning, Wills, Buy and Sell agreements, Provident Funds and Medical Aid.
  • Spectrum Financial Consulting
    Financial Consultant
    Spectrum Financial Consulting Mar 1998 - May 2010
    Financial Consultant for a Liberty franchise. Assisting corporate and individual clients with financial planning.
  • Superbowl Indoor Cricket
    Manager
    Superbowl Indoor Cricket Mar 1995 - Feb 1998
    Manager of Indoor Cricket Arena, day to day running of both the social and competetive leagues.

Lee Mengel Skills

Retirement Investments Financial Planning Estate Planning Healthcare Pension Funds Provident Funds Collective Investments Income Protection Wealth Management Financial Advisory Strategic Financial Planning Investment Advisory Pensions Wealth Critical Illness

Lee Mengel Education Details

  • Usb
    Usb
    Financial Planning
  • Wynberg Boys High School
    Wynberg Boys High School
  • Westerford High
    Westerford High

Frequently Asked Questions about Lee Mengel

What company does Lee Mengel work for?

Lee Mengel works for Temple Alliance

What is Lee Mengel's role at the current company?

Lee Mengel's current role is Independent Financial Advisor, Temple Alliance.

What is Lee Mengel's email address?

Lee Mengel's email address is le****@****s.co.za

What schools did Lee Mengel attend?

Lee Mengel attended Usb, Wynberg Boys High School, Westerford High.

What skills is Lee Mengel known for?

Lee Mengel has skills like Retirement, Investments, Financial Planning, Estate Planning, Healthcare, Pension Funds, Provident Funds, Collective Investments, Income Protection, Wealth Management, Financial Advisory, Strategic Financial Planning.

Who are Lee Mengel's colleagues?

Lee Mengel's colleagues are Dumolwayo Moyo, Rfp™, Paul Rainier-Pope, Lianne Kelly.

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