Independent Financial Adviser

Financial planning with experience,
clarity and care.

Personal and business financial solutions tailored to your needs, circumstances and future.

Michele Benatar, independent financial adviser

Michele Benatar

Personal advice. A lasting relationship.

40+Over 40 years of
industry experience

Independent consultancy since 1996 Get to know Michele

About Michele

Experienced advice.
A personal approach.

Good financial planning starts with understanding you.

Michele is an independent financial planner with more than 40 years of experience in the financial services industry. After working for some of South Africa’s largest financial institutions, she established her independent consultancy in 1996.

Her approach is personal and consultative. She listens carefully before recommending solutions designed around your specific needs and circumstances.

BA Degree from UCT

Postgraduate Diploma in Financial PlanningUniversity of the Free State

How Michele can help

Planning for life.
And everything it brings.

Clear guidance for your personal and business financial needs, at every stage.

Life Assurance

Explore cover to help provide financial support for the people who depend on you.

Disability and Dread Disease Cover

Plan for the financial impact of a disability or serious illness.

Local and Offshore Investments

Consider investment options in South Africa and abroad, aligned with your goals and risk appetite.

Retirement Planning

Prepare for your retirement with a plan shaped around your needs and future lifestyle.

Medical Cover

Understand medical cover options and find an approach that suits your needs and budget.

Business Assurance Cover

Plan for financial risks that could affect your business, its owners and key people.

Employee Benefits

Explore retirement and risk benefits that support your employees and your business.

Let’s start with
what matters to you.

Talk to Michele

Who Michele helps

Your circumstances.
Your financial plan.

Every client is different. Michele tailors her advice to you, rather than applying a one-size-fits-all solution.

  • Private individuals and families
  • Practising professionals
  • Small and growing businesses
  • Large corporations

Let’s talk

Your next chapter
starts with a
conversation.

Start a conversation with Michele about your financial needs and what matters most to you.

Meet virtually Meet in person

Get in touch with Michele

A personal conversation is a good place to begin.

Chat on WhatsApp
Phone & WhatsApp082 565 7592International: +27 82 565 7592