
THE TEAM
Access to a team of multi-skilled specialists who work together to ensure best advice and service excellence.
FOUNDER & WEALTH SPECIALIST

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



IVONE DOS SANTOS
Tax Specialist & Wealth Manager
EXPERIENCE
14
YEARS
Registered Tax Practitioner
Creator of “It’s My Life” Binder
Financial Blogger
ADMINISTRATION TEAM

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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