Laura Brukman, CFP®
Wealth Manager - Family office
Post Graduate Diploma in Financial Planning; University of the Free State, 2016, and a CFP® Member, 2017
Post Graduate Degree in Business Management; University of Stellenbosch; 2010
Bachelor of Commerce Degree in Investment Management, Financial Management and Financial Accounting ; University of Stellenbosch; 2007 -2009
I’m a CFP® with a deep passion for helping people achieve their financial goals, by mapping out a plan on how to get there. I provide practical, holistic financial planning and ensure that my clients best interests are above all else.
What I love most about my job
My personal driver is connecting with people and helping our families achieve their financial goals and position their portfolios to preserve and grow their generational wealth.
Specialist areas of expertise, both locally & offshore
Traditional & Alternative Investment Management,
Retirement Planning
Business Assurance Planning
Corporate Treasury Management
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.