Maricel Potgieter
About
With eight years of experience as a dedicated independent financial advisor, Maricel has built her career on the principles of holistic financial planning. Her approach ensures that all aspects of her clients’ financial lives are considered, from investments and savings to retirement planning and insurance needs. Maricel helps her clients create wealth through personalized strategies that align with their long-term goals. A significant step in her professional journey was joining Aluma Capital, a firm specializing in alternative investments. This role allows Maricel to leverage her expertise and passion for comprehensive financial strategies while exploring innovative investment opportunities for her clients.
“Venture outside of your comfort zone, The rewards are so worth it!”
Services Offered
Maricel offers advice regarding Personal and Business Financial Planning, which includes all areas of:
- Wealth creation (Retirement Planning and Investments).
- Private Equity.
- Fixed Portfolios.
- USD Offshore Global Note.
- Business Acquisition.
- Wealth protection (Risk Benefits and Estate Planning).