Monique O'Reilly - Financial Planner

Monique O'Reilly - Financial Planner Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Monique O'Reilly - Financial Planner, Insurance Company, Corner of Rissik and Causeway Street, Komatipoort.

Financial Planner at Stepp Consult ✨
Working with leading insurers like Discovery, Old Mutual, Liberty, Momentum & Sanlam
Helping families and individuals build secure financial futures 💙

Are you paying too much… or are you actually right where you need to be? 🤔Most people have policies, investments, or a p...
20/04/2026

Are you paying too much… or are you actually right where you need to be? 🤔

Most people have policies, investments, or a portfolio in place… but very few know if they’re truly getting the best value for their money.

That’s where I come in 👋

As a financial advisor, I can help you:
• Compare your current portfolio
• See if there’s a more affordable option
• Make sure you’re on the right track
• Give you a second opinion with no pressure and no complicated jargon

Sometimes a quick review can save you money. Sometimes it gives you peace of mind knowing you’re already doing the right thing.

Either way — it’s worth finding out.

Pop me a message and let’s have a look at what’s possible 💬

08/04/2026
🏆 Discovery Bank has been named South Africa’s MOST LOVED BANK!With record customer satisfaction, it’s clear why more So...
18/12/2025

🏆 Discovery Bank has been named South Africa’s MOST LOVED BANK!
With record customer satisfaction, it’s clear why more South Africans are switching to smarter banking.
✨ Want to experience it for yourself?
📲 Contact me today to open your Discovery Bank account.


Discovery Bank is once again the bank with the best client sentiment in South Africa, leading the 2025 Banking Sentiment Index with a record 61% Net Sentiment score – more than double the industry average of 27%.

12/12/2025

Financial freedom is within reach with the help of a professional financial adviser. Let me guide you towards a secure financial future.
Contact me and let’s get started.

Investing offshore is valuable as, if it’s structured well, you won’t need to pay capital gains tax on rand depreciation...
10/12/2025

Investing offshore is valuable as, if it’s structured well, you won’t need to pay capital gains tax on rand depreciation on your global investment. Here are five tips to keep in mind when investing abroad. Message me to learn more about offshore investing.

Ensure capital longevity in retirement with the new Discovery Secured Capital Annuity. Not only will you secure your fin...
09/12/2025

Ensure capital longevity in retirement with the new Discovery Secured Capital Annuity. Not only will you secure your financial future with guaranteed income, for life, you’ll also be able to leave a capital legacy for your family. Plus, you can choose to receive 13th cheques and an income pattern aligned with retirement spending needs. Contact me for more information. *Product rules, Ts & Cs apply. An auth FSP.

Opportunities and education are the best gifts you can give your children. Make sure they get both with the Global Educa...
05/12/2025

Opportunities and education are the best gifts you can give your children. Make sure they get both with the Global Education Protector from Discovery Life. Speak to me to find out more.

Financial advice has the power to transform your future.
04/12/2025

Financial advice has the power to transform your future.

Looking for car insurance that pays for your tyres? With Discovery Insure’s Insure Funder Account, you can save up to 10...
04/12/2025

Looking for car insurance that pays for your tyres? With Discovery Insure’s Insure Funder Account, you can save up to 100% on new tyres. Get a car insurance quote today and unlock smarter savings. Contact me today for your quote and more info.

Now is a great time to invest more into your Discovery Retirement Optimiser. With Discovery Invest’s current offer, your...
03/12/2025

Now is a great time to invest more into your Discovery Retirement Optimiser. With Discovery Invest’s current offer, your extra contributions could unlock added value to your retirement savings, helping you build a stronger financial future. Message me for more information. *Product rules, Ts&Cs apply. An auth FSP.

Discovery Life rewards you for making healthy lifestyle choices like eating healthily and exercising.With a collective P...
10/10/2025

Discovery Life rewards you for making healthy lifestyle choices like eating healthily and exercising.

With a collective PayBack of R13.2 billion paid to date, it’s all about putting more back into your pocket while you’re alive!

Contact me to get the most out of your life insurance and your share of financial rewards.



Address

Corner Of Rissik And Causeway Street
Komatipoort
1340

Opening Hours

Monday 08:30 - 16:30
Tuesday 08:30 - 16:30
Wednesday 08:30 - 16:30
Thursday 08:30 - 16:30
Friday 08:30 - 16:30

Telephone

+27674098569

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