Jaco is a professional accountant, a certified financial planner and a fiduciary specialist. He writes for Personal Finance and presents economic market reports on RSG.
Arin has been in the financial services industry since 2013 and joined Brenthurst Wealth in 2016. His previous experience includes three years at Investec Private Bank, where he gained valuable experience working with high net worth clients, specifically in private banking.
Mike is the sole owner and key individual at Pfire and PfireExplore and co-owner of Pfirestorm. Mike has worked in the local as well as offshore financial services field.
Martin is a Registered Auditor and CERTIFIED FINANCIAL PLANNER® Professional. He has written articles on personal financial planning topics for magazines and presents seminars on general personal financial and investment planning.
Maudi started his career within the financial industry in 2003. He has a wealth of experience within the financial sector and is a regular market commentator on various media channels
SUZEAN obtained her FINANCIAL SERVICES ADVISOR™ designation in 2016, also known as the FSA™ designation. Besides giving advice on investment matters, she is also a Foreign Exchange Consultant.
Peter is a director of the Rosebank Wealth Group and is responsible for day to day operations and management. He forms part of the team responsible for the design and management of investment products and client portfolios.
Thulisile Nkomo (CFP®) is currently a Private Wealth Manager and provides financial planning services to individual clients. Thulisile is committed to building her knowledge in the industry and is passionate about educating her clients.
Sonia du Plessis
Sonia has 14 years of experience in the financial services industry. She is a Certified Financial Planner®. She now focuses on financial planning and investment strategy.
Francois le Roux
Francois boasts many years of experience in lifestyle financial planning within the high net worth market and is highly regarded in his field, and the industry. Francois’ main focus areas include investment planning, retirement planning, and estate planning.
I form part of a team of 3 advisors that manages and services clients. Our team is experienced in all facets of investing and estate planning. I have a particular interest in behavioural finance and how best to coach clients throughout market cycles.
A finalist in the prestigous 2015 and 2017 FPI Financial Planner of the Year Competition and an economist by profession, Mark believes that the most important attributes of the modern financial planning professional are impartiality, transparency and a commitment to service excellence.
With more than 12 years’ experience in the financial services industry, Stephen is a prominent wealth manager to individuals, trusts and corporates within NFB’s advisory business. To further enhance his role in financial planning, Stephen obtained his postgraduate diploma in financial planning rom the University of the Free State.
With 24 years’ experience, and all the necessary academic qualifications, you will receive the best possible comprehensive financial advice.
Assisted by a competent team of people in meeting clients’ needs.
Dirk, a member of the FPI and a Certified Financial Planner® Professional, has over 25 years experience in the industry, with more than 13 years as an Independent Financial Planner.
David has been in financial services for over 20 years now. David is a CFP® professional, a Business Accountant in Practice and Certified Financial Educator Instructor. His daily activities involve engaging with changing legislation and the impact on the financial planner and consumer whom we serve.
Richus is head of our Tygervalley Waterfront office in Bellville. He has been in the financial services industry since January 2004. He is a fully registered member of ACCA. He can also assist clients with wills and personal or business risk planning.
Renee is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. She has extensive experience in developing financial planning strategies to suit clients’ particular financial needs and investment strategies.
Melony Jacoby is a CERTIFIED FINANCIAL PLANNER® . She is the owner and founder of MVR Financial Advisory Services CC t/a MVest Finance – a Financial Advisory Services Company. She has refined the art of simplyfing and demystifying the complex world of Financial Planning to her clients, by integrating systems and practice management into a Unique Value Proposition.
Financial Planner of the year 2015/2016. Wouter Fourie, CFP®, won the 2015/2016 FPI Financial Planner of the Year award, sponsored by Personal Finance, which honours the most proficient professional financial planner in the profession. Wouter’s passion is to help a select group of individuals, families, businesses, and institutions to build, manage, protect and transition wealth.
Magnus is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa. He obtained a B.Com degree in 2011 from the University of South Africa and completed the Post-Graduate Diploma in Financial Planning from University of the Free State in 2012.
Lisa Hudson-Peacock’s passion for her work is fuelled by giving her clients peace of mind – and control over their finances. Since founding Southwood Financial Planning in 2001, the Cape Town Certified Financial Planner’s mission has been to provide high-quality financial planning and investment advice to people committed to making the most of their money – and their lives.
Marise is a Certified Financial Planner ® and is based at the Brenthurst Pretoria office. She holds a B.Com (Hons.) degree as well as a Postgraduate Diploma in Financial Planning. She joined Brenthurst Wealth as a financial advisor in 2015. She now focuses on financial planning and investment strategy.
Angélique, a director at Baraza Wealth, has 26 years’ experience in the financial industry. She is a Certified Financial Planner, a member of the Society of Trust and Estate Practitioners (STEP) and the South African Institute of Tax Professionals (SAIT). She regularly appears on TV and radio interviews to discuss various aspects of financial planning, trusts, wills and estates.
JOHAN is head of financial planning at our Pretoria branch and a director of Brenthurst Wealth. Johan obtained a B.Com degree in Financial Management from the University of South Africa in 2004. Johan is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
Gavin was appointed as the Financial Director of Brenthurst Wealth at the end of July 2017. In addition to his financial duties manages the tax consultancy services for Brenthurst clients and recently started providing financial planning and advice services. Gavin is a registered General Tax Practitioner (SA) and a member of the South African Institute of Tax Professionals.
Janet started her career in independent wealth management well over 10 years ago. From inception, Janet has focussed on building authentic, trusting and long term relationships with her clients. From demystifying actuarial cash flow modelling, investment management and selection to understanding and realising efficient taxation and management of fees, Janet has a proven track record of putting her clients financial wellbeing at the core of her business focus.
Cheryl van Rooyen
Cheryl van Rooyen is a designated holistic CERTIFIED FINANCIAL PLANNER® Professional. She has been accredited with the FSB as a “Fit and Proper” intermediary to advise on and sell a wide range of insurance and investment products with the various insurance and investment companies. In addition, she is accredited with the Financial Planning Institute.
Herman is the CEO of Futurum Financial Group and is a Certified Financial Planner® professional with a list of other qualifications relevant to the industry. Herman started working in the insurance industry. Herman himself now specialises in investment analysis and portfolio management with a strong knowledge in business insurance.
With more than 19 years in the industry, Natasja has established herself as a leader in financial planning. In April 2016 Natasja joined GCI Wealth as a Wealth Manager. In 2010, Natasja was only the second woman to receive the prestigious Financial Planner of the Year award from the Financial Planning Institute; she now acts as a judge for the awards.
Brian is the Managing Director of Brenthurst Wealth and a Certified Financial Planner®. He started his career in financial planning in 1998 with Magnus Heystek Investment Planning Services and then briefly at Citadel after which he joined Heystek International, which became Brenthurst Wealth in 2004. He is a key individual for Brenthurst, head of financial planning at the Cape Town office and responsible for compliance countrywide.
Mduduzi Luthuli, on the surface, is an accomplished investment manager at Luthuli Capital, with years of experience in the financial markets. His job is a difficult one, to consistently ensures the long-term viability of his clients’ investment portfolios. He considers himself a “portfolio surgeon” who takes an unhealthy portfolio and makes an endurance athlete out of it. As such, he has produced healthy, enduring results for high echelon clients.
For more information on Click An Advisor please contact:
011 344 8600