OUR EXPERT TEAM

Key individuals

DW Schoeman (Jnr)

Director, Financial Advisor & Key Individual
B. Com (Hons) Adv Dip (Trust Law) CFP®
  • Specialising in Local & Offshore Investments
  • Wealth Management
  • Retirement Planning
  • Trusts & Estate Planning
+27 (82) 880-0771

Daan Schoeman (Snr)

DIRECTOR

Maritza Pienaar

KEY INDIVIDUAL
  • Specialising in Short-Term Insurance: Personal lines, Commercial lines, Agri, Marine and Aviation Insurance
  • Professional indemnity and Contractors All Risk Cover
+27 (61) 459-7322

Vanessa Kruger

Financial Advisor & Key Individual
BCom, Postgraduate Financial Planning NQF8, Deceased Estate Administration qualification.
  • Specialising in Life Insurance
  • Investments
  • Retirement planning
  • Wills & Deceased Estate Planning and Administration
  • Medical Aids
+27 (83) 707-2867

Patty Ross

FINANCIAL ADVISOR
  • Specialising in Life Insurance
  • Investments
  • Retirement planning
  • Wills, Trusts & Deceased Estate planning and administration
  • Medical Aids
  • Short Term Insurance
+27 (82) 909-3530

Elmarie Coetser

Financial Advisor
RE; Short Term Insurance NQF L4
  • Manager in Short Term division
  • Specialising in Short-Term Insurance: Personal lines, Commercial lines, Agri, Marine and Aviation Insurance
  • Professional Indemnity and Contractors All Risk Cover
+27 (82) 710-4684

Martie Coetser

FINANCIAL ADVISOR
Nasionale Diploma 3 Yrs Vaaldriehoekse Technicon; NQF Level 5 Credits, RE
  • Specialising in Medical Aids and GAP Cover
+27 (82) 417-0462

Jannie Bronkhorst

FINANCIAL ADVISOR
BCompt, PGDip FinPlan
  • Specialising in Life Insurance
  • Investments
  • Retirement planning
+27 (82) 373-4527

Jaco (Jacobus) Verster

FINANCIAL ADVISOR
B.A Hons Wealth Management; Key Individual RE1
  • Specialising in Short-Term Insurance: Personal lines, Commercial lines, Agri, Marine and Aviation Insurance
  • Professional indemnity and contractors all risk cover
  • Specialising in Life Insurance
  • Investments
  • Retirement Planning
+27 (71) 206-7555

Karen Kriel

Financial Advisor
  • Specialising in Hedge Fund Strategies that grow and protect generational wealth
+27 (83) 292-4092

administration & clerical staff

Chané Fouche

Broker Assistant

Elzani Klonus

Broker Assistant

Elma Swanepoel

Broker Assistant

Leani Mason

Broker Assistant

Jolandi Visser

Broker Assistant

Lindie Ramaru

Broker Assistant & Compliance

Liesl Schoeman

HR Manager