Qualified Chartered Accountant CA(SA) (2000) with a Post-Graduate Diploma in Financial Planning Law (FPI Board assessment exam required for Certified Financial Planners) - University of the Free-State (2009).
SAICA member (2002) & CFP member of FPI (2010).
BCompt Hons & CTA (Certificate in Theory of Accountancy) - Unisa (1997)
BComm (Accounting Science) - University of Pretoria (1995)
Matric (A) - University exemption (1992)
SERVICES
Financial Advisors Fields of Specialisation
Wealth Advisors. Independent Investment Advice. Professional CFP, qualfied CA(SA). Investment funds portfolio construction & ongoing review. QROP-IFA.
Services
Retirement Planning Investments Estate Planning Life and Disability Assurance Business Assurance Offshore Investments Group Schemes
Other Services
Brenthurst Wealth Management has a team of highly- qualified investment advisors who provide clients with sound and impartial investment advice. Investment advice is provided on an individual basis. After the initial meeting with a new client, a detailed financial plan is proposed. The plan contains a tailor- made investment strategy for the prospective client, based on his/her specific circumstances, financial needs and objectives and his/her appetite for risk.
Once the initial investment is made, the client’s portfolio is actively managed according to the changing market conditions. The client receives regular communication and portfolio valuations, and the investment advisor meets with the client whenever a change in the portfolio is considered, or additional investments are made.
Clients receive newsletters on relevant topics on a monthly basis, as well as invitations to investment seminars which are held quarterly.
Core Services - independent Wealth Advisors:
Investment Planning
Retirement Planning
Offshore Investing
QROP (Qualified Recognised Overseas Pension)-advisor
Other Investment Planning related services:
Tax Planning
Estate Planning: Wills & Trust
1) Completed auditing-articles in 2000 (PwC & Grant Thornton Kessel Feinstein) to qualify as a CA(SA):
- Work in fiinancial management for over 8 years in various business finance roles in SA (Investec, BP, Santam, SAB, Stanlib & Ster-Kinekor);
- Overseas contract assignments at JP Morgan (London) & at the Walt Disney Co. (Los Angeles).
2) Was appointed as a Trustee of a Family Trust (2006) and decided to become a professional financial planner to serve in an advisory capacity in the financial services industry.
3) Joined Sanlam in 2008 to become FIAS accredited financial advisor. Passed full PDFP (''CFP'' for FPI Board assessment exam) in 2009.
Professional Financial Planner Advise services experience gained in the Life insurance industry:
All Sanlam Life Long-term insurance Products (incl. Cobalt for Professionals / Business Owners)
LISP (Collective Investments)
Glacier (Investment portfolio platform)
Financial Needs Analysis, overview on personal current Investment portfolio and written proposals.
4) Strived to become an independant wealth advisor and investment planner, and joined a reputable independent Broker firm, Brenthurst Wealth (Magnus Heystek) in 2010. Appointed as a Senior Investment Advisor & Planner to head up the Cape Town office for Brenthurst Wealth. Specialised services include: Investment Planning, Retirement Planning, Offshore Investments, Tax Planning, Estate Planning (Wills & Trusts).
ABOUT FIRM
Brenthurst Wealth respects my ability to assist you with your financial matters and backs the advice I give. I adhereto the principles in the Codes of Ethics prescribed by the Financial Planning Institute (CFP member) and that by SAICA (South African Institute of Chartered Accountants) which stipulates that I must always enable you to make an informed decision and that your interest will always come first.
