[KEEP IT REAL]

MEET THE TEAM

Melissa Dyer

CFP®, Managing Director, Key Individual

Razina Gareeb

Chief Operations Officer

Duncan Wilson

CFP®

Andy McKay

Non-Executive Director

Christopher Brooks

Non-Executive Director

Sean Quigley

CFP®, Senior Wealth Manager - JHB

Cliff Coxwell

External Investment Consultant

Wilco Jonker

Wealth Manager And Regional Head - Pretoria

Belinda Mckenna

CFP®, Senior Wealth Manager - JHB

Harry Lomas

Senior Wealth Manager - UK

Eugene Maree

External Investment Consultant

Melissa Shale

Senior Fund Analyst

Linda Glegg

Office Manager - Port Elizabeth

Vuyo Yona

Para Planner – Pretoria

Mike Fourie

Wealth Manager – Port Elizabeth

Byron Lockett

CFP®, Para Planner – Port Elizabeth

[KEEP IT REAL]

WHAT OUR CLIENTS HAVE TO SAY...

It’s all about the People and Honesty in your game, and Honesty comes naturally to the people you have on your team as well as an amazing service culture.

Graham Walker

(Client)

You are an absolute superstar, a god send, trusted confidante and running out of superlatives! Thanks for everything!

Julian

(Client)
The calibre of your team speaks for itself and besides all the business successes you are just really nice people.

Simone Arnold

Thanks for growing my money even as I was withdrawing from it!

Cheryl Kleu

(Client)
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