THE TEAM

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

FOUNDER & WEALTH SPECIALIST
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MONRÉ STEYN CFP

Founder
Risk & Investment Strategist

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

26

YEARS

EXPERIENCE

TOP

2014 Financial Planner of the year

5

Distinction - Advanced Wealth Management
Gordon Institute of Business Science - 2008

Post Graduate Diploma in Financial Planning
University of Free State 

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IVONE DOS SANTOS

Tax Specialist & Wealth Manager

EXPERIENCE

14

YEARS

Registered Tax Practitioner

Creator of “It’s My Life” Binder

Financial Blogger

ADMINISTRATION TEAM

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WENDY DOBSON

Executive Assistant 

20

EXPERIENCE

YEARS

Wendy joined our brokerage in 2021.

 

Prior to that she worked at an auditing firm as an office manager and Liberty Life as a junior financial advisor. Wendy has extensive experience in administration and is also proficient in winding up deceased estates.

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SERVICE EXCELLENCE

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

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Le Roux Van Wyk

Compliance Manager

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

THE ETUDE GROUP

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