Richard van Rensburg, CFA®
Wealth Manager
Bachelor of Commerce – Bcom (Hons) Finance and Financial Management
CFA ® Charterholder
I am passionate about people, and making an impact in their lives, both from a relationship and financial perspective. I believe in providing transparent, unbiased holistic financial advice that is appropriate for each client/family individually.
What I love most about my job
I find it tremendously rewarding assisting families to plan and invest for their financial future.
I’m happy when I can help clients confidently pursue their short and long-term goals and worry less about their finances. Ultimately, helping clients work toward their financial independence enables me to work toward my career goals and feel satisfied and accomplished each day.
Specialist areas of expertise, both locally & offshore
Treasury Management
Pre-and Post-Retirement Planning
Traditional and Alternative Investments
Estate and Legacy Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.