WHO WE ARE
MICHAEL FURTER (DIRECTOR)
CFP® BA, PGDMM (UCT), PGDFP (UFS)
JEFF MIDDELMANN (DIRECTOR)
CFP® B COMM, PGDFP (US)
Jeff worked in financial accounting in the UK before returning to SA and has 16 years experience in the financial services field. Jeff is the director in charge of local and offshore estate planning strategies.
RUPERT BUTLER (FINANCIAL PLANNER)
CFP® B COMM, PGDFP (UFS)
GARY WHEELER (FINANCIAL PLANNER)
N Nat Dip CivEng (Struc), DPFM
ALISON RAYMER (GENERAL MANAGER)
SIMON WILLIAMS (FINANCIAL PLANNER)
Nat Cert, Wealth Mgmnt
CHEVONNE KANNEMEYER (FINANCIAL PLANNER)
B COMM LAW (UWC)
JULIE GALPIN (OFFSHORE SPECIALIST)
B COMM (Unisa)
Julie has a strong background in international markets and focuses on financial emigration and foreign exchange transactions.
NAZEEMA SALIE (OFFICE ADMINISTRATOR)
MEMORY KATIYO (ADMINISTRATIVE ASSISTANT)
SEAN JOUBERT (FINANCIAL PLANNER UNDER SUPERVISION)
B COMM, PGDFP (US)
Sean joined us after successfully completing his post-graduate financial planning diploma at the University of Stellenbosch and will qualify to become a Certified Financial Planner next year.