Mauritz Oberholzer

Mauritz Oberholzer Email and Phone Number

Independent Financial Advisor at STONEHOUSE CAPITAL @ Stonehouse Capital
Mauritz Oberholzer's Location
City of Johannesburg, Gauteng, South Africa, South Africa
Mauritz Oberholzer's Contact Details

Mauritz Oberholzer work email

Mauritz Oberholzer personal email

About Mauritz Oberholzer

What I do is kind of like a flight engineer, we establish the destination and with my expert advice and planning I help you find the best route to get there and we also ensure all instruments used are working in the most optimal way possible.I enjoy working with people who are willing to work on their finances and who has a clear goal in mind, but needs direction on how to get there.The value I bring is education and taking complex situations and jargon and making them easy to understand so that my clients are partners in the journey instead of policy owners.Apart from work I love keeping active and I have finished 4 Comrades marathons and also a few international marathons.

Mauritz Oberholzer's Current Company Details
Stonehouse Capital

Stonehouse Capital

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Independent Financial Advisor at STONEHOUSE CAPITAL
Mauritz Oberholzer Work Experience Details
  • Stonehouse Capital
    Financial Advisor
    Stonehouse Capital Jun 2023 - Present
    Pretoria, Gauteng, South Africa
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  • Impact Corporate Risk Managers
    Financial Advisor
    Impact Corporate Risk Managers Jul 2018 - Present
    Gauteng
    Coaching clients on how to work with their money and showing them how to budget, set up a rainy day fund and how to quickly get out of debt.Assisting individuals making informed decisions regarding:- Wills- Tax- Investing (local & offshore)- Retirement planning- Individual risk (Death, Disability, Medical Aid, Short term insurance, Dread disease)- Estate planningAssist corporate clients with:- Pension funds- Medical Aid- Buy & Sell Agreements- Key man insurance
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  • Envestpro Midrand
    Financial Advisor
    Envestpro Midrand Jul 2014 - Jul 2018
    Gauteng
    Assisting individuals making informed decisions regarding:- Wills- Tax- Investing- Retirement planning- Individual risk (Death, Disability, Medical Aid, Short term insurance, Dread disease)- Medical Aid- Short term insuranceAssist corporate clients with:- Pension funds- Medical Aid- Buy & Sell Agreements- Key man insurance
    View

Mauritz Oberholzer Skills

Management Marketing Customer Service Strategy Logistics Strategic Planning Microsoft Office Event Management Advertising Time Management Microsoft Excel Inventory Management Project Management Purchasing Procurement Leadership Negotiation Business Development People Management Intercultural Communication Microsoft Office 2007 Supply Chain

Mauritz Oberholzer Education Details

Frequently Asked Questions about Mauritz Oberholzer

What company does Mauritz Oberholzer work for?

Mauritz Oberholzer works for Stonehouse Capital

What is Mauritz Oberholzer's role at the current company?

Mauritz Oberholzer's current role is Independent Financial Advisor at STONEHOUSE CAPITAL.

What is Mauritz Oberholzer's email address?

Mauritz Oberholzer's email address is ma****@****ail.com

What schools did Mauritz Oberholzer attend?

Mauritz Oberholzer attended Vega School Of Branding, University Of Pretoria/universiteit Van Pretoria, Hoërskool Jeugland.

What are some of Mauritz Oberholzer's interests?

Mauritz Oberholzer has interest in Animal Welfare, Environment, Education, Health.

What skills is Mauritz Oberholzer known for?

Mauritz Oberholzer has skills like Management, Marketing, Customer Service, Strategy, Logistics, Strategic Planning, Microsoft Office, Event Management, Advertising, Time Management, Microsoft Excel, Inventory Management.

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