Actuary | Business Structuring Specialist | Financial Advisor

Robert brings a strong technical and strategic background, combining actuarial expertise with years of experience in financial services and business advisory. His approach focuses on structuring clients’ financial lives in a practical and sustainable way, ensuring long-term success.

Accounting & Tax

Pieter works in our accounting and tax division, supported by an internal team of administrative staff and accounting clerks. He ensures that all compliance, reporting, and tax matters are handled accurately and efficiently, while working closely with our advisory team to support client strategies.

Managing Director | Independent Financial Advisor

Anneke specialises in holistic financial planning, working closely with clients to structure their medical aid, risk cover, investments, and long-term financial strategy. Her focus is on building lasting relationships and ensuring that every aspect of a client’s financial world is aligned, understood, and actively managed over time.

She takes a practical, hands-on approach — guiding clients through important financial decisions and ensuring their plans are implemented correctly and reviewed regularly.

Operations Manager

Karen is responsible for the day-to-day operations of the business, ensuring that all processes run smoothly and efficiently. She plays a key role in supporting both clients and the advisory team, coordinating administration, managing workflows, and ensuring that nothing falls through the cracks.

Her focus is on creating a seamless client experience, allowing the team to deliver consistent, high-quality service across all areas of the business.