If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pay's the best interest. - Benjamin Franklin

About CEFI

A Corporate Social Investment Initiative with BEE Scorecard Benefits

Matthew and Son a Durban based Financial Solutions Company,  is proud to launch an innovative solution to a Social Development Contribution (SDC) problem. This concept involves building up capital in an education fund.

The uniqueness of this concept is that the investment is owned by the Company, who pay the contributions, however, the nominated child is the beneficiary. The proceeds of the investment are company owned and will be paid out to the University, Technical Facility or other educational institution for the benefit of the child.

This is a project that will enable Business to contribute to the future education of previously disadvantaged children, and is done in association with several non-profit organizations.

 

The CEFI Team

Brian EckelyBrian Eckley (Industrial Psychology, Accounting)
26 Years in the Financial Services Industry. Founder, Product development and Administrator.
On the personal side Brian can assist with Tax returns, Financial Planning, Wills, Life Assurance, Business Assurance and Retirement Planning.

Robert HavemanRobert Havemann BSC, HDE, DPFM, RFP  (Reg Financial Planner)
19 Years involvement in the Financial Services Industry.
Franchise Principal : Matthew and Son, A  Liberty Life Franchise. On the personal side Rob can assist with Financial Planning, Wills, Life Assurance, Business Assurance  and Retirement Planning.

June NowburthJune Nowbuth. RFP (Reg Financial Planner)
8 Years involvement in the Financial Services Industry. Marketing and Administration of CEFI.On the personal side June can assist with Financial Planning, Wills, life Assurance, Business Assurance  and Retirement Planning. Service above self, is typical of the passion and enthusiasm June has for her clients.

Keegan PretoriousKeegan Pretorius   B.com   
Reg With Financial Services Board as a Financial Services Provider  21975.
Investment  Portfolio Adviser.  Asset Replacement Plan Specialist. On the personal side Keegan can assist with Financial Planning, Wills, Life Assurance, Business Assurance  and Retirement Planning.

Jonathan EckleyJonathan Eckley
I.T. Specialist. Diploma in Network Hardware IT  Engineering.
Jonathan attends to the emails pertaining to CEFI.CO.ZA.

Bee Scorecard

  • For the purposes of BEE Compliance, companies are put into 3 categories.
  • Companies required to have a BBBEE Scorecard.
  • The BEE Scorecard is simply a license to trade, and is made up of seven elements.
  • CEFI will assist companies to administer this element and secure points for the scorecard.
  • CEFI sets up a trust fund for individual children, the aim is to generate capital to provide for tertiary education/training, thus
    assisting the child to become a
    responsible member of society.