MEET OUR TEAM

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Rory van Bergen

 

Wealth Planner

 

Hons BCom

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Desirée Mattheüs

 

Administrator

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Adv. DFP

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Hannes van Zyl

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Wealth Planner

 

BCom

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Hardi Swart, CFP 

 

Director | Wealth Advisor | MCom Financial Planning

 

BCom, PGDFP

2019 FPI South African Financial Planner of the year

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Allan

Geldenhuys, CFP

 

Director | Wealth Advisor

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Hons BCom, PGDFP

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Hester Mostert

 

Compliance Officer

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BCom, PGDFP

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Andrew Merryweather

 

Wealth Advisor

 

DFP

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Anika Ismail

 

Administrator

 

BCom

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Suné Bezuidenhout

 

Administrator

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Christell Solomons

 

Administrator

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Christo Malan

 

Founder and Chairman

 

MCom

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Anja van Niekerk

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CFO

 

BCom, Professional Accountant (SA)

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Marilize

Opperman, CFP

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Director | Wealth Advisor

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BCom, PGDFP

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Dominic Ilett

 

CEO

 

MBA