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THE TEAM
Access to a team of multi-skilled specialists who work together to ensure best advice and service excellence.
CEO & WEALTH MANAGER
MONRÉ STEYN CFP
Founder
Risk & Investment Strategist
26
YEARS
EXPERIENCE
TOP
2014 Financial Planner of the year
5
Distinction - Advanced Wealth Management
Gordon Institute of Business Science - 2008
Anchor 2
ASHREE
CHRISTIAN CFP®
BA LLB (UCT)
Admitted Attorney of High Court (non-practising)
Post Graduate Diploma: Tax Law (UCT)
Certified Financial Planner (UOFS)
Advanced Post Graduate Diploma: Financial Planning (UFS)
Certificate: Wealth Management (GIBS)
Certificate: Credit Management (UFS)
27 years of combined experience as a Legal Adviser to Old Mutual, Banker in ABSA’s High Net Worth Division and CEO of Personal Capital (Pty) Ltd & Personal Capital Insurance Brokers (Pty) Ltd
TALITHA BURGER
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Risk Adviser
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FAIS ACT Regulatory Examination 5 Qualification
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Personal Financial Planning
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National Certificate in Wealth Management: NQF 5
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