Access a team of multi-skilled specialists who work together to ensure best advice and service excellence.

THE TEAM

FOUNDER & WEALTH SPECIALIST

MONRÉ STEYN

With 25 years experience in advising high-net worth families and professionals in areas of financial planning and banking. I gained first hand experience of what it takes to be successful.

During this times I've watched my clients become rainmakers and in doing so, developed a healthy passion for wealth management.

EXPERIENCE

25

5

TOP

2014 Financial Planner of the year

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Distinction - Advance Wealth Management

Gordon Institute Business Science - 2008

Post Grad Financial Panning Law

University of Free State 

PORTFOLIO MANAGEMENT & INVESTMENT RESEARCH

MANAGE RISK

We simplify financial markets and manage client investment risk by appointing an independent investment manager that oversees our four model portfolios. 

MARKET RESEARCH

Managing investment portfolios in a structured, well managed manner rewards clients with the appropriate level of market risk, thereby providing unrivalled peace of mind.

ADMINISTRATION TEAM

SERVICE EXCELLENCE

We decided on using outsourced administration and service support as it's professional and efficient.

CONVENIENCE 

Outsourcing is a concept that business professionals and enterprises around the world are adopting.

This provides better quality and higher skilled business solutions without compromising confidentiality.

COMPLIANCE AND PRACTICE MONITORING

THE ETUDE GROUP

Compliance monitor all the legal laws and regulations business management, their staff, and their treatment towards their consumers. The concept of compliance is to make sure that corporations act responsibly.

COMPLIANCE MANAGER

Le Roux Van Wyk, a member of The Etude Group, appointed by Quadrant Wealth to provide compliance, practice management and technical support.