Rory van Bergen

Wealth Planner

Hons BCom

​

Desirée Mattheüs

Administrator

​

Adv. DFP

Hannes van Zyl

​

Wealth Planner

BCom

Hardi Swart, CFP 

Director | Wealth Advisor

BCom, PGDFP

2019 FPI South African Financial Planner of the year

®

Allan

Geldenhuys, CFP

Director | Wealth Advisor

​

Hons BCom, PGDFP

​

®

Hester Mostert

Compliance Officer

​

BCom, PGDFP

Andrew Merryweather

Wealth Advisor

DFP

Anika Ismail

Administrator

BCom

Suné Bezuidenhout

Administrator

​

Christell Solomons

Administrator

​

Christo Malan

Founder and Chairman

MCom

Anja van Niekerk

​

CFO

BCom, Professional Accountant (SA)

Marilize

Opperman, CFP

​

Director | Wealth Advisor

​

BCom, PGDFP

®

Dominic Ilett

CEO

MBA