Our Wealth Managers
When it comes to our clients, we believe in one-on-one attention and tailor-made solutions; staying available to clients whilst keeping up close relationships with industry regulators in areas where we operate.
Johannesburg
Charlene Prinsloo, CFA®
Managing Director
Matthew Norris, CFP®
Wealth Manager
Tshego Pule, CFA®
Wealth Manager
Timothy Leppan
Wealth Analyst
Melissa Ainsworth
Paraplanner/Executive Assistant
Cape Town
James Gilfillan, CFA®
Wealth Manager
Jan Vlok, CFA®
Wealth Manager
Laura Brukman, CFP®
Wealth Manager
Kelcey Cloete, CFP®
Wealth Manager
Carin Brimble, CFP®
Wealth Manager
Olivia Lowe
Paraplanner
Arno Olckers, CFP®
Wealth Manager
Durban
Pascale Morum
Paraplanner
Greg Sparks, CFP®
Wealth Manager
Greg Strachan, CFP®
Wealth Manager
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.