Who we are, what we do

Financial planning Prolinkfs

Client Support

The success of the office is measured by the support and service we are able to deliver. 

Client Advice

Helping you negotiate your way through and around a myriad of complex parts. Be that shot term, medical, Life, disability, trauma or investing.

On Boarding

Getting you set up when you come onboard. Making your life simpler and easier.

Compliance

A critical part of any Financial planning business. Regulatory requirements to protect our clients and ourselves.

Client Service

Whether it is an alteration to your address details, a change of bank details or the addition of beneficiaries, we get it done here.

Claims

This is where the “rubber hits the road”!  Always keep us informed. The earlier the better. Our mission is to work with you to resolve any valid claim as quickly as possible so you can get on with your life.

Underwriting

Here lies the balancing act. We work tirelessly with our partners to ensure that you are covered comprehensively as possible, at a favourable rate.

Our team

We are here to serve you in a variety of different fields. We are all specialists in our fields. If your issues fall outside our fields of expertise we will advise you and ,if possible, refer you to appropriate people.

Mike Bliss ProlinkFS

Michael Bliss

Founder and CEO

CEO and founder of Prolink Financial Services. Has spent 30 years building and growing a multi faceted Financial Planning organisation. A specialist investment guru with a knowledge of money management. Mike is a family man, married with two children. In his spare time he loves fishing spending time with the family and supporting the Sharks and the Boks. An avid reader of blogs written by Stretch.

Alan Willson ProlinkFS

Alan Willson

Key Individual

BCOM HONS, CFP- Postgrad Stellenbosch

Alan has more than a quarter century in the industry. In addition to his qualifications, he is also the Key Individual at Prolink Financial Services.   

In his spare time Alan loves to surf. (If you are a client of Alan’s he won’t drop in on you).   

Barry Poisson ProlinkFS

Barry Poisson

Broker

Barry has been involved in the industry for many years. A fully qualified independent broker his focus is on holistic financial planning with a  speciality in business assurance. Barry completed his FAIS requirements in 1994 through Moonstone. 

Eileen ProlinkFS

Eileen Manser

Broker | Advisor

Commercial and personal underwriter. Started in the industry i 2007, has worked through each department on her way to the top. Joined Prolink in 2014. Coming from a background in banking (12 years) and passing all internal exams, Eileen then completed FAIS requirements and RE exams soon thereafter. Outside of work, Eileen enjoys the outdoors, beach, surf skiing, running and travel. (a regular energiser bunny). 

Stacey Killian ProlinkFS

Stacey Killian

Broker

20 years in the finance industry , wholistic financial planning with specialisation in investments. Personal and Business Financial Planning. RE5, NQF5 in Financial Planning, currently completing NQF6. Presently working towards her CFP.

Stacey is passionate about family, health, travel and her country. When not working a day at the ocean is first prize. 

 

Kevin v ProlinkFS

Kevin van Vollenhoven

Short Term

Commercial and domestic Short Term expert. Service driven. After cutting his teeth as a Discovery Short Term specialist Kevin joined Prolink Financial Services in 2017 to expand his business and offer more diverse options to clients. 

Kevin prides himself as being able to help diverse clients with varied solutions backed up with expertise, attention to detail and superb service.

Life assurance Prolink Financial Services

Allen Brink

Financial Planner

Was involved in IT from 2006 and whilst working for a Dubai based company on a client acquisition project became involved in Financial planning. Allen has been in the industry for since 2016. He is passionate about solving the problems facing the new generation of entrepreneurs in their financial planning. 

Debbie Bliss ProlinkFS

Debbie Bliss

Support-ADMIN

Personal Assistant to Michael Bliss. Administration for Investments and Life business. Liason between clients and suppliers. Collating all changes and alterations when needed. Assemble data for reports and performance records for distribution. A happily committed mother to the children. A hard core Shark supporter. 

Jacqui Wilson ProlinkFS

Jacqui Willson

Admin Services

Jacqui is in charge of the short term admin department. It’s her speciality that has kept her busy for twenty years. A wealth of experience in a very demanding environment. One of the main functions of the job is handling claims. 

Heather ProlinkFS

Heather Daniels

Administration

Heather is a valued personal assistant to Barry. Working diligently with clients for over twenty years in her unflustered and calm manner, keeping clients and colleagues satisfied. A bit like Rassie with the Boks, an unsung hero.

Rob Bliss ProlinkFS

Rob Bliss

Accountant - Consultant

An accounts executive handling the functions of finance and management.  An expert in the field of deceased estates and tax regulations.

An avid golfer and cricket lover. When not at the office Rob can be spotted cruising KZN in his rebuilt red Triumph Soft Top. 

Louise

L Pardy & Assoc.

Compliance:

L. Pardy & Associates (Practice Number 6507)
Tel: +27 (0)31 582 1419
Email louise@lpardy.co.za
Suite 5, La Lucia Park, 64 Armstrong Avenue, La Lucia

Short Term Insurance

Ombud

The Short-term Insurance Ombud:

Postal Address: Box 32334, Braamfontein, 2017
Telephone: (011) 726 8900
Fax: (011) 726 5501
Website: www.osti.co.za

FAIS

Ombud Long term

FAIS Ombud:

Postal Address: Box 74571, Lynwood Ridge, Pretoria, 0040
Telephone: (012) 470 9080
Fax: (012) 348 3447
Website: www.faisombud.co.za
Email: info@faisombud.co.za

FAQ

Most frequent questions and answers

The Standards of Professional Conduct (Standards) define financial planning as “the process of determining whether and how an individual can meet life goals through the proper management of financial resources. … Gathering client data including goals. Analyzing and evaluating the client’s current financial status.

Financial planning helps you determine your short and long-term financial goals and create a balanced plan to meet those goals. … Tax planning, prudent spending and careful budgeting will help you keep more of your hard earned cash. Capital: An increase in cash flow, can lead to an increase in capital.

The Top 5 Benefits Of Having A Financial Plan
  • A Financial Plan Can Accelerate Savings. …
  • A Financial Plan Instills Confidence. …
  • A Financial Plan Gives Peace of Mind. …
  • A Financial Plan Can Help You Live Comfortably. …
  • A Financial Plan Can Help You Reach Your Goals.
How to Find the Best Financial Advisor
  1. Understand the Types of Financial Advicers. …
  2. Seek Financial Advisors with Reputable Credentials. …
  3. Know How Financial Advisors Are Compensated. …
  4. Use Search Engines to Screen for Criteria. …
  5. Ask These Questions Before Hiring. …
  6. Verify Credentials, Check for Complaints.