Approach

Origin’s slogan proclaims that we are COMMITTED TO YOU. Our approach to business is therefore focused on you, our client. Your needs, your goals, your voice and your well-being will determine our actions, tempo and direction of service to you.

Our qualified staff members are therefore carefully trained and processes cleverly designed to enforce our philosophy of being COMMITTED TO YOU.

Compliance

External compliance officers perform regular audits to ensure we remain compliant with changing legislation
and the requirements set by the Financial Services Board (FSB).

Providus Compliance Consulting (Pty) Ltd:

P.O. Box 1018, Durbanville, 7551

Nicol Moodie

nicol@providus.co.za | (021) 979 5201 | 0862 127 778

Masthead (Pty) Ltd:

Unit 76, Millennium Business Park, Block A, Century City, 7441

Herman Hesse

hhesse@masthead.co.za | (021)5554121

Conflict of interest document

History

Origin Financial is the result of a combined dream of four financial services businesses, merging to become a single entity business with a common goal.

Over time, our goal became more clearly defined in our role as a services company, and our approach had been carefully honed to center around the specific needs of our clients.

As our clients’ needs have developed, our fields of expertise have also expanded to accommodate the needs of our clients. Mergers with and acquisitions of various specialists in the financial industry have enabled us to comply with intricate needs of our clients.

Our Promises

We strive to build a company we can be proud of. One that listens before giving advice, and providing a customised solution that will fit each individual client. We want to offer real wisdom and workable solutions that takes financial services to the next level. Our clients must be made to feel part of the Origin family and, as such, we realise that the small things we do amount to big things in life.

The team at Origin Financial is truly different – we see our clients as part of the family. There are no hidden agendas, no sales pitches, just good, honest advice.

If you need more information about us, please don’t hesitate to get in touch. You can also read more about our compliance policy as well as our approach to financial success.

Mission and vision

At Origin, we focus on the most important aspect in financial services: you, the client. We assess each client’s lifestyle and needs to structure an integrated and tailored financial plan. We want to be the origin of your financial independence.

When did the financial services industry become all about mountains of paperwork and faceless interactions? When did it stop being about the client and more about fitting everyone into one-size-fits-all boxes? At Origin, we’re committed to going back to the source. Back to you. We start by assessing your unique situation and needs before working with each other and you in forming an integrated, customised financial plan.

We believe in following a structured methodology that provides a step-by-step guide to what you need, what we can provide, how we are going to combine this into a workable solution and plan, and finally, how we are going to monitor it and manage it over the long-term to maximize your results. It’s not a simple goal, but one we’re absolutely committed to: we want to be the origin of your financial independence.

Practically speaking… In order for us to identify your possible risk exposures, we will perform a thorough needs analysis. Once we have identified the possible risks, we can propose adequate solutions to insure against them. Based on our findings, we will discuss and agree on the plan and policies we put in place to protect you and your assets and build financial independence and wealth.

We will also agree to meet on a regular basis to review the safeguards in place, and after advice, implement whatever decisions have been made jointly.

CSI-Company Social Investment

HuisJabes 2017

HuisJabes in Cape Town is a rehabilitation centre which provides a temporary home to female victims who have suffered physical and emotional abuse. The centre provides meals, shelter, medical care, counselling and career guidance to empower these women and give them and their children a chance at a better future.

Since its establishment in 2008, HuisJabes has helped more than 400 women and children start the process of recovery and rehabilitation. Origin is committed to our continued fundraising efforts in aid of HuisJabes.

Economy in depth discussion

]Origin Financial recently hosted a client get-together at Feathers Lodge. At the get-together, Origin Financial and MitonOptimal handed over a check to The Haven Night Shelter in Bellville. From the left, Roeloff Horne (MitonOptimal), George Narkedien (The Haven Night Shelter) and Leon Swart (CEO of Origin Financial).

At the client council, the country's economy is discussed in depth, as well as how clients can still make good investment choices. From the left, Johan van Wyk (managing director of Health and Wealth at Origin Financial), together with his clients, Steyn Swart, Van Zyl Kotze, Dr Jan Marais and Marius Bezuidenhout (director of Origin Financial).

Origin Celebrating Mandela Day

This year Origin and Mst Group partnered with SALT to make a change in the community.

]We provided food and stationary parcels to students in need. This will feed over 120 people for a week, providing food security to vulnerable families.

Origin | Food Fair Donation

Social investment lies at the heart of Origin Financial, assisting our society wherever we can. The culinary explorations of the learners at Florida Secondary School were next on our plate. We made a generous donation towards their 2019 Food Fair, making sure the event could burst with flavor. Letter from principal