THE FINANCIAL EMPORIUM - Key Persons
Job Titles:
- Representative
- Wealth Manager
If there is one thing Alan learnt in his life it's that anything is possible with the right planning and commitment. He knows this from personal experience and from having seen the transformation and relief in so many of his client's lives.
Some of his life achievements have been to build and run a restaurant in the Karoo for a year and to climb Mount Aconcagua and Mount Kilimanjaro, with the goal of summiting the Seven Peaks.
Alan is a Representative and has been in practice since November 2010. Alan has passed the required Regulatory Exam (RE5).
Job Titles:
- Representative
- Risk Manager
Andrew is committed to service excellence. He strives to make a difference. Passionate about training and developing people.
With 30 years industry experience of which 7 years as a product trainer at Santam, he believes the only way to give advice and suggestions is to understand each business owner's challenges and exposure towards their personnel, suppliers, customers and the public.
Andrew is a Representative and has been in practice since August 1986. Andrew has passed the required Regulatory Exam (RE5).
Job Titles:
- Executive Administrative Assistant
Bernadette loves to spend time with her friends and family. She enjoys reading, baking and practicing her creative skills by painting, drawing and writing.
She relaxes by going on walks, picnics, yoga, gardening and spending time outdoors.
Job Titles:
- Principal Partner and Risk Manager
An aviation enthusiast with a passion for the skies, Carlu finds solace and exhilaration in flying planes, where every journey is a new adventure.
When not soaring above the clouds, he indulges in the finer things in life, savoring the complexities of wine as a connoisseur. Above all he cherishes precious moments with his family, fostering deep connections and treasured memories. In his professional life, he are driven by an unwavering commitment to client service, always willing to go the extra mile to exceed expectations
He is a representative and completed his RE5 regulatory exams.
Job Titles:
- Executive Administrative Assistant
Cathy has a passion for working with people, she loves interacting and will always give her best to ensure a task is completed.
Cathy loves hosting and entertaining friends and family. Time spend with family and friends is time well spent. She is a representative and completed her RE5.
Job Titles:
- Representative
- Wealth Manager & Director
Eric's vision is to assist clients in understanding their financial situation, building personal relationships and help them achieve their financial goals.
He enjoys spending quality time with his family and friends, 4x4 adventures and playing golf.
Eric is a Representative and has been in practice since March 2006. Eric has passed his required Regulatory Exam (RE5).
Erin Petersen Administrative Assistant NQF4 - Short Term Insurance She believes in accuracy and paying attention to detail which translates to a successful relationship between Broker and Client. She has been in the STI industry since 2004 starting as a tracing agent. She moved on to Loss Adjusting Admin and spent 3 years as a Quality Assurance Agent for the Sales Department where she gained her passion for the industry and learned that writing an accurate policy first time round prevent any complications in the event of a claim. She qualified in the Hospitality Industry in 2002 and love trying new foods and recipes and experimenting in the kitchen in my free time with my kids. Read More
Job Titles:
- Representative
- Health Care Advisor & Director
Estelle is passionate about helping people and adding value to the lives of her clients. Her client-centric approach will give you peace of mind - knowing that your wellbeing is her priority
She enjoys spending time with her husband, friends and family.
Time well spent for her is discovering a new coffee shop or deli and enjoying a good book. Estelle is a Representative and has been in practice since October 2012. Estelle has passed her required Regulatory Exam (RE5).
Job Titles:
- Wealth Manager & Managing Director
Gustav strongly believes that he can assist clients to live a life full of significance. He is passionate about wealth creation and focussed on using technology to deliver sustainable financial solutions.
In his spare time he loves doing gardening barefoot and is the best undercover chef you'll ever meet.
Gustav is a Key Individual and Representative and has been in practice since April 2005. Gustav has passed both required Regulatory Exams (RE1 RE5).
Hanno van Wyk Wealth Manager Post Graduate Dip (FP), MComm (SCM), Post Graduate Dip (Industrial Engineering) Hanno is passionate about delivering comprehensive financial solutions, He is driven by a focus on efficient tax, estate, and wealth planning. With a strong background in technology, he thrives on challenges and embraces innovative approaches to wealth management. Hanno's core objective is to ensure sustainable wealth for his clients while delivering exceptional service and an unparalleled client experience. Read More My Providers
Job Titles:
- Representative
- Principal Partner & Risk Manager / Marketing Management
Herman is passionate about tailor made risk solutions, client service and going the extra mile.
He loves spending time with his family, and enjoys hiking and all outdoor activities.
Herman is a representative that has been in the insurance industry since 2000. Herman has passed the required Regulatory Exams (RE1 & RE5).
Janno has a passion for Short term insurance and has been in the industry for more than 10 years. He enjoys the challenges and variety that every day brings with each client.
After hours he likes playing golf and watching rugby with friends. He is a representative and completed his RE5 regulatory exams.
As a professional financial planner, JC is effectively a personal trainer for your financial well-being. He is an avid sportsman that enjoys travelling and being outdoors.
JC is a Representative and has been in practice since July 1996. JC has passed his required Regulatory Exam (RE5).
Job Titles:
- Executive Administrative Assistant
Lauren Welgemoed Executive Administrative Assistant Short-term course training Lauren places high value on accuracy, detail and thoroughness in her work. She believes that with this approach our clients may have peace of mind that their short-term insurance is administered properly. She is passionate about personal growth and has a keen interest in communication skills and human interaction. In her spare time, she enjoys the privilege of being amongst loved ones and experiencing the wonders of creation. Read More
Lizette has a passion for financial services. She strives to be an organized and hardworking individual who is passionate about helping other people, giving them the best client service.
In her free time, she enjoys cooking, taking long walks and socialising with friends.
Lizette has passed the required Regulatory Exams (RE5).
Luandi is a representative and has been in practice since 2002. Luandi has passed the required Regulatory Exams (RE5).
Job Titles:
- Executive
- Personal Assistant
Malinda is passionate about people and animals and their wellbeing in general. In her spare time, she enjoys hiking, camping, motorbiking in the outdoors.
Job Titles:
- Executive
- Personal Assistant
Mariska has a very good balance between work and personal life. She is living her passions every day.
Exceeding expectations is what she strives for on a daily basis and is always trying to improve herself and her work ethics. Her interests range from Hiking, Reading, Gardening and Photography. She is an animal lover and often do voluntary work at homeless shelters.
Job Titles:
- Executive Administrative Assistant
Monique loves the fast paced short-term industry, as she learns something new every day as well as the pleasure she experience after assisting a client with a claim.
She enjoys spending quality time with her husband and two dogs, watching movies, reading and going on hikes.
Monique has passed the required Regulatory Exam (RE5).
Nicole believes that financial planning is bringing the future into the present by providing her clients with the ease of mind that their wealth will be protected at all costs.
Building a trusted relationship with her clients and connecting clients to their needs is very important to her. She is a big game hunter, and she enjoys playing the good old game of golf with her dad and friends. Nicole is a representative and has been in practice only recently. She is busy completing her Dip Admin as well as her Regulatory Exams.
Rigardt Potgieter Risk Manager & Director Financial Management Rigardt believes that the small things in life matter and loyalty is essential. He is passionate about helping people and placing their needs first. Family is a high priority for him and he strives to build friendships. In his spare time he loves fishing and playing golf with friends. Rigardt is a Key Individual and Representative and has been in practice since March 2002. Rigardt has passed both required Regulatory Exams (RE1 & RE5). Read More My Providers
Job Titles:
- Executive
- Personal Assistant
Roelien follows the philosophy "Never leave till tomorrow that which you can do today" and incorporates it in her work as well as her personal life.
She thrives on assisting clients with her friendliness and compassion and going the extra mile to provide the best service possible.
In her spare time she enjoys graphic and multimedia design, music, discovering new and exciting places, travelling and exercising.
She also enjoys a good braai surrounded by friends and family.
Ruan is a highly energetic and motivated extrovert. He's got a passion for truly independent financial planning. He is very passionate about efficiency and have a constant drive to extensively leverage technology to improve efficiency, quality of service and client experience.
He is an avid reader and believe greatness and guidance can be found in books, both new and old. He believes it's important to have a balance between work, family, exercise, and spirituality. He believes wisdom, drive and mindfulness makes a good leader and that good leaders make great companies.
Ruan is a Key Individual and Representative and has been in practice since 2014.
Wendy du Toit Administrative assistant Short term course training She has been in the short-term insurance industry for 35 years. Her expertise entails assisting with administration on commercial insurance. When assisting with a claim, she always finds it very gratifying to assist the client and have a positive outcome. In her spare time, she creates paper art and enjoys watching movies. Read More