Zakly Investments One (Pty) Ltd, based in the Nelson Mandela Bay Eastern Cape provides investment management expertise to a select clientele. As an independent advisor Zakly investments One (Zakly) assesses the entire spectrum of financial products and services both locally and internationally. As they are not bound to any one particular financial institution Zakly clients benefit from objective and impartial advice, and close, individual, personal attention. Relationships with external specialists enable Zakly to offer solutions involving tax, law, estate and corporate structuring.
Port Elizabeth born and raised Mark Morris, a CERTIFIED FINANCIAL PLANNER ® professional, who owns and manages Zakly Investments One. Mark attended Grey High School in Port Elizabeth before going on to study his IMM (Institute of Marketing Management) Diploma at Port Elizabeth Technikon. Having gained significant marketing and investment experience, Mark spent 12 years at FHS Asset Management as Managing Director. Mark is an ILPA (Institute of Life and Pension Advisers) Fellowship Associate.
Mark gained valuable international business experience as London-based asset management company London & Capital’s South African Marketing Director before setting up Zakly Investments One in 2004. Focusing on holistic financial planning, Mark’s knowledge of marketing and the financial services industry makes him uniquely qualified to offer a comprehensive and professional financial planning service to his clients. His international experience gives him a wider understanding of the financial world, and his analytical mind ensures that his clients receive not only a comprehensive financial planning partner, but also the best opportunity to reach their financial goals. His marketing training and experience has provided the foundation for offering his clients the best service and financial solutions where each client benefits from objective and impartial advice and individual personal attention.
Zakly Investments One is party via StoneHouse Capital to a joint venture with the professional financial planning practices of Finmap Financial Services, managed by Brent Keevy and Bay Wealth Management, managed by Adrian Meistre.