Team

  • Andrew Schuster

    Financial Planner

  • Bev Jacobs

    Admin Assistant

  • Charnelle van der Rheede

    Admin Assistant

  • Dane Jacobs

    Paraplanner

  • Deon du Randt-Smit

    Investment Analyst

  • Digby Brown

    Financial Planner

  • Levon Jacobs

    Financial Planner

  • Lee-Ann Nyman

    Systems Administrator

  • Harley Woolford

    Junior Investment Analyst

  • Mandy Msane

    Admin Assistant

  • Mark Thompson

    Chief executive officer
    & Wealth Manager

  • Mark Harris

    Estate Specialist

  • Ruansa Van Eeden

    Ruansa Van Eeden

    Executive PA

  • Ricky de Morais

    Financial Planner

  • Sebastian Thompson - Chief Operating Officer - Southern Charter

    Sebastian Thompson

    Chief Operating Officer

  • Tania Herman

    Employee Benefits Specialist

  • Ursula Maritz

    Chief Investment Officer

  • Yvette de Lucchi

    Healthcare Specialist