Access to a team of multi-skilled specialists who work together to ensure best advice and service excellence.
FOUNDER & WEALTH SPECIALIST
MONRÉ STEYN CFP
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.
2014 Financial Planner of the year
Distinction - Advanced Wealth Management
Gordon Institute of Business Science - 2008
Post Graduate Diploma in Financial Planning
University of Free State
IVONE DOS SANTOS
Tax Specialist & Wealth Manager
Registered Tax Practitioner
Creator of “It’s My Life” Binder
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.