Mi-Plan Asset Management
MiPlan exists to assist financial planners in creating and preserving wealth for their clients through the application of critical thinking. Established in 2006, we have been nominated for the South African manager of the year for four consecutive years. The Mi-Plan investment planning software, award winning funds and model portfolios, equips financial planners with the tools they require to manage their clients’ money to achieve their desired objectives. This is achieved through understanding their future income needs and managing the wealth required to meet those plans.
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Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
3
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LD
Lyle Dedekind
Investment Specialist · Finance & Accounting
EmailPhone - HE
Hayley Evans
Relationship Manager · Finance & Accounting
EmailPhone - ND
Natasha de Abreu
Chief Operations Officer · Other
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Mi-Plan Asset Management
5 distinct titles indexed · top 5 shown.
- 1chief operations officer
- 1investment specialist
- 1relationship manager
- 1trainee analyst
- 1trainee investment analyst
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