DISCOVER WELLNESS

lifestyle planning | financial awareness | emotional intelligence

"Discover Wellness" is a lifestyle management strategy aimed at mastering the art of living by teaching us to focus our time, energy and resources on key areas in life that lead us to financial, physical and emotional wellbeing.

The objective is to live a more balanced and productive lifestyle, both now and in the future, by focusing on healthy lifestyle habits and sound financial planning principles. The reward is to become more fulfilled in our daily existence and at the same time to secure a prosperous future, hence the philosophy "Living for today - Planning for tomorrow".

Markus Bauriedl

Certified Financial Planner®
About Markus

Markus Bauriedl | markusb@life-force.co.za

(083) 226 9446

Experience: 20 years

Shareholder of Lifeforce

Strengths: Risk Protection | Individuals: Health care | Income Protection | Severe Illness Cover | Estate Planning | Risk Protection | Businesses: Buy & Sells | Keyman Cover | Contingent Liability Cover | Investment Planning: Retirement Planning | Wealth Creation Strategy

After having completed a Bachelor of Commerce Degree at Wits in 1993, I started my financial planning career by joining Liberty Life under the elite graduate programme. As part of my on-going development in the field of financial planning, I completed my Certified Financial Planning Postgraduate Diploma (CFP) in 2006.

In 2008, I joined Lifeforce Financial Services. My decision to leave Liberty was precipitated by the growing need to offer my clients independent financial advice, whereby I could service their changing needs by providing them with the most appropriate risk and investment solutions, by having access to a range of financial products and services.

In 2010, I was made a joint partner of Lifeforce Financial Services.

In 2013, I launched my personal lifestyle website, discoverwellness.co.za, aimed at enhancing general wellness by providing financial planning guidelines and ideas on how to improve one’s health and mental state of mind.

  • My approach to financial planning is to understand and evaluate the unique risk and investment needs of my clients and to help them reach their goals and aspirations through appropriate investment and risk strategies
  • My objective is to secure financial protection for my clients by providing for life’s unexpected events that can impact on our wellbeing and to create long-term wealth through tax efficient investment vehicles
  • My business goal is to establish and develop on-going client relationships by adding value to their portfolios
  • My life philosophy is to live life wisely by making the most of every day through a greater of sense of awareness and appreciation, as well as providing for the future. “Living for today, planning for tomorrow.”
    I am happily married to my wife Helen and have two children, Sebastian and Georgia. In my downtime I practice martial arts and enjoy coaching the Nippers (Lifesaving). I am passionate about health, physical activity and the outdoors.

Other Achievements:

4th Dan in karate
Qualified Lifesaver
FITCO award
Interests:

Martial arts
Water sports and outdoor activities
Trading in shares and derivatives
Cooking and travel

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

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SUM WUN ELS

CEO of Walmart

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TESS T. MONIAL

Dentist

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BILL E. VABLES

Foundation Phase Educator

INVESTMENT OPPORTUNITIES

and Financial Advice

Financial Advice that is tailored
to you and your choices.

CONTACT ME

let's get in touch!

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