Duduzile Zwane

Dudu is always ready to welcome our valued clients and business associates with a warm smile and a cup of coffee, tea or ice cold home-made lemonade. She also assists with administrative and general office duties, further ensuring that our … Read More

Carin Cilliers

Carin is an experienced member of our financial planning team. She ensures that the needs of our valued clients remain at the core of everything we do. Carin and her family are leaving on a yacht trip in 2020 and … Read More

Chantel Potgieter

Chantel joined the Practice during 2019 and ensures that our valued clients receive friendly and efficient assistance when contacting our offices. She forms part of the client relationship management team and takes care of internal accounting responsibilities. Chantel is engaged … Read More

Nicole Bouwer

Nicole joined the Practice in 2019 as a member of our intermediary services, financial planning and client service teams. Through supporting the financial planners and by providing continued service excellence, Nicole helps ensure that every client always receives only the … Read More

Cathy Rabe

Cathy is a committed member of the highly competent financial planning and client service teams. Her keen interest in and knowledge of law and her attention to detail, further assists the team in providing trusted advice and efficient ongoing service … Read More

Steve Brown

Steve is a member of our team of Financial Planners. He enjoys assisting clients, whether young professionals, “millennial’s” or older clients, in making sense of a complicated financial world. Steve has a passion for innovation and constantly aims to improve … Read More

Karin Kruger

Karin is an experienced member of the trusted financial planning and client support teams. Through her commitment and attention to detail, Karin ensures that we constantly deliver accurate and efficient advice and service. Karin also takes care of internal compliance … Read More

Karen Brown

Karen supports the planning and client service teams by taking care of various operational responsibilities within the Practice. This ensures that the Practice continues to deliver only the best advice, support and service to our valued clients.

Darrel Brown

Darrel is passionate about adding real value to his valued clients’ lives, through objective, honest financial advice and continued support. You are empowered to make informed financial decisions, especially in times of financial uncertainty and life events, such as critical … Read More