Mariette Tappan

Transitionist Financial Planner CFP®, CeFT®

“Because I care” and believe that wisdom, integrity, honesty, growth, perseverance, excellence and courage are the foundation of my values and the reason people trust me. My love for nature, art, music and travelling equipped me with insight, inspiration and appreciation which has given me a unique opportunity to enrich the lives of the people I meet.

Marielle, my daughter of 27 is running her own successful editing company and my son Kerwin, 22 is creating his niche in life. They give me purpose and joy. I grew up in the bushveld and matriculated as Head Girl from Pretoria Commercial High School, received a BCom degree at the University of Pretoria, been nominated for Business Woman of the year in the 80s, President of the Junior Chamber of Commerce in Pretoria, director of an international marketing and export business for 10 years and achieved the highest international qualification as a Certified Financial Advisor and am the first Transitionist Financial Planner in Africa.

I have a passion for professionalism, serving in the industry for 25 years and now I enjoy paying it forward.

I also serve as a Non-Executive Director on the board of an ALTX listed company. Recently, I was awarded the highest rating of 5-star VIP Executive Consultant status at Liberty Life, as the only active female consultant to do so. This was only possible due to my consistent level of service towards my clients, with whom I work so closely. My clients appreciate who I am, they trust me as we work together to achieve their life goals of which financial security is but one of the pillars. The most important legacy I want to leave is knowing your true self and loving others the way you do yourself, as this will make a change in the smallest of things – which will become the biggest of things.

Contact Me:

T: +27 76 317 0486

C: +27 82 92 39252


A: 5th Floor, Menlyn Corner, 87 Frikkie De Beer St, Menlyn, Pretoria, 0181


DISCLAIMER I am contracted to Liberty Group Limited – an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409). Any and all comments and opinions in this website constitute comment and opinion only and does not in any way constitute personal financial advice. Please contact me should you need to meet and receive personal financial advice. ------- Testimonials Start Here ------- "Earlier this year we had the privilege to recognize and give Awards to our top financial advisors and I just have to share this with Mariette’s clients and the world!! At Liberty we award our TOP financial advisors with VIP Stars. VIP Membership is reserved for financial advisors who have made substantial contributions to develop and expand Liberty and the Industry.

She is a qualified CFP and is an avid member of the Financial Planning Institute. She also served on their Client Engagement Competency Committee. She is a very spirited and spiritual individual and re-invented herself over the last few years to be better on all aspects of her life. Good is never good enough for her!!!

It gives me great pleasure to share with the world and to congratulate Mariette on achieving another TWO VIP Star awards this year. One for 15 Years of Consistent Quality Award on her practice and the second for her levels of production that is above Financial Advisor Status levels for more than 20 years.” Mariette, well done on your achievements and all the best with your future career here at Liberty. Your clients are very privileged to have you as their financial advisor!!"

Stefan Coertze; Liberty Branch Manager


"Mariette has been my financial adviser for some years now. She has always advised me to the very best of her ability which has resulted in good financial growth of the assets invested. She is highly knowledgeable in her field and her business modus operandi is one of extremely high integrity."

Mandy van Zyl Business Owner, CEO at Market Track

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