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| Employer |
Green Grass Wealth Management |
| Address |
2nd Floor, Garrun House, 115 William Road. |
| Languages |
English, Afrikaans (in order of proficiency) |
| Qualifications |
BCom Hons and CFP™ (Certified financial planner™) |
| Financial Advisors Fields of Specialisation |
Wealth Management, Retirement Planning, Investment planning, Family Philanthropy,Succession planning, Estate Planning, . |
| Services |
Retirement Planning Investments Estate Planning Life and Disability Assurance Medical schemes Business Assurance Offshore Investments Group Schemes
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| Other Services |
Wealth Management, Retirement Planning, Investment planning, Family Philanthropy, Estate Planning, Succession planning, Trust and Will. |
Leeron Mazor, founder
of Greengrass Wealth Management, is an
accomplished advisor to business owners, entrepreneurs and retirees alike. He
attained his CFP after only three years in the industry.
Leeron
matriculated from High School in 1990 and then spent a year overseas studying
at biblical college. He began his BCom studies in 1992 and in 1995 moved to Durban to head up
non-profit youth organization, Bnei Akiva for two years, where he also
completed his BCom.
Once Leeron
completed his BCom Honours degree in 1999, he joined the financial sector as
the GM of financial data distribution company Market Stream and after two years
was asked to head up the business. In 2003, striving for more, he joined
Discovery Advisory Services and became a Gold Discovery Life Broker and a
member of the Million Dollar Round Table in his first year.
After Prudent
Advisory Services took over Discovery in 2004, Leeron decided to chase his
dream of financial freedom and established his own company, Leeron Mazor and
Associates which was renamed Greengrass Wealth Management in 2008.
Leeron enjoys
mountaineering, hiking, travelling and scuba diving and loves to spend time
being creative, developing his own personal growth and discovering his
spirituality.
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At Greengrass Wealth Management, our goal is to
guide you to go beyond the numbers, helping you to achieve and/or maintain
financial freedom. We do this through effective wealth management, including
customised investment strategies that pursue stable, achievable returns.
What sets us apart
is that we go beyond the expected. We explore things differently. We look
constantly for better, more creative ways to deliver, while making clients feel
special. Our name reflects this drive to take a fresh approach, to stand out
from the crowd.
To go beyond, requires us to have the
ability to understand your goals, plan and set realistic and achievable
objectives, action them and then monitor them annually. Ability is essential in
wealth management, along with values of courage, energy and authenticity:
- Courage is that quality of mind
and spirit that enables us to accept challenge and to overcome it creatively.
- Our energy means we live
passionately, energetically pursuing everything we do.
- And because wealth management
is so integral to people’s well-being, we engage in person: respectfully and
honestly.
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| Other Companies represented |
Xchange Solutions, Nedbank |
| Companies through which more than 30% of income is derived |
Discovery |
| Minimum Levels of Premium/Investment accepted |
Lump Sum |
R500,000 |
| Legal structure of employer |
Close Corporation (cc) |
| Number of staff in Financial Advisor organisation |
2 |