Who We Are - Globalwise Financial Services

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About Globalwise Financial Services

At Globalwise Financial Services we pride ourselves in rendering a ‘one-stop service’ to all individual and business clients. We offer the following financial services and products: medical aid, gap cover, short-term insurance, retirement planning, estate planning, active investment management, stock broking, pension and provident fund, drafting of your last will and testament and winding up of your estate.

Mission

Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner.

"Do something properly, or don't do it at all"

Vision

At Globalwise Financial Services, we firmly believe that it all starts with having a clear vision of each client’s unique goals.

Our vision focuses on helping our clients to achieve their financial goals and leaving behind a lasting legacy. We take the burden out of managing their financial details so that our clients can enjoy life’s journey and live out their unique purpose.

Accredited Financial Advisor
Christian Moolman

After graduation, Christian Moolman started his career in education in 1991 and moved to the financial sector in 1992. During 2008, after 16 years in the Insurance Corporate World, he established Globalwise Financial Services, which one day will convey his purpose and would be his legacy.
Helping others to build their own legacy is what drives him, and this became the core value of Globalwise Financial Services. Investing in himself has never let him down and has helped him to follow his journey to reach his full potential. Building strong relationships with his clients has taken Globalwise Financial Services from strength to strength.

Accredited Financial Advisor
Petra Moolman

After graduating, Petra started her career in education in 1990. 2007 she had the opportunity of furthering her horizon of assisting people with their insurance needs. She provides an unmatched customer experience, by assisting her clients through the process of choosing the correct medical aid which suites their needs and their pockets. Her assistance is but only a phone call or whatsapp away.

Accredited Financial Advisor
Ignus van Rooyen

Ignus started his financial career in 2015 and has a decade of experience. Ignus completed his Post Graduate Diploma In Financial Planning at the University of the Freestate in 2023 and specializes in estate planning and risk management for personal and business insurance. He is passionate about his work and clients and is always willing to walk the extra mile for his clients. His goal is to provide holistic planning that is factual and provide structures and guidelines for each client on how to reach their financial goals.

Short-Term Insurance Spesialist
Victor Moolman

After matriculating in 2012, Victor joined the Globalwise Financial Services team. His aim is to provide his clients with an efficient and comprehensive service. Victor prides himself in solving all his clients' short-term insurance needs timorously and effectively. He frequently compares his clients' existing cover and ad-on benefits, with that of other products in the market, to assure that they still have the most comprehensive cover at a competitive price.

Personal Assistant - Life and Investments
Elmarie Esplin

Personal Assistant - Life and Investments
Nelri Hugo

Personal Assistant - Medical Aid and Gap Cover
Schantel van Wyngaard

Personal Assistant - Short-Term Insurance
Judy Olivier

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