Our people

With a wealth of experience and a commitment to excellence our team are experts in South African and Expatriate personal and business finances

Lourens Reichert

Lourens Reichert

Originally from SA, Lourens has worked in the City of London for over 10 years before returning back to work in Private Wealth, Tax and Company Structuring in the great country of South Africa.

Mark McAllister

Mark McAllister

Mark McAllister was born in Guildford, United Kingdom and has been in South Africa for 3 years following a successful career in the mergers and acquisitions in London and the Middle East.

Cheryl Rosa

Cheryl has been working in the Financial Industry for almost a decade. her earlier years in the industry focused on the local space which consisted of handing of Investments, Wills, Pension, Estate Planning, and Business Assurance.

Heinrich Slabber

Heinrich Slabber

Heinrich has over 20 years’ experience in the financial services industry trading Bonds, derivatives and FX instruments.

Romeo Stafanutti

Romeo Stefanutti

Romeo has 16 years’ experience in the financial services and trust industry that has enabled him to develop a proven strategy.

Nellie Jordaan

Nellie Jordaan is a fully qualified and experienced International Financial Advisor with over eight years of experience assisting business owners, professionals, high net worth individuals and expats all over the world.

Werner Bothma

Werner’s particular area of expertise lies in mitigating exposure to unnecessary taxes on assets.

Michelle Pierucci

Michelle Pierucci

Michelle is proudly born and bred in Jozi, South Africa. Her interest in economics and finance began at an early age and is largely owing to the often provoking political and economic climate in South Africa.

Christopher James Moxon

Christopher James Moxon

Christopher James Moxon was born in Wakefield West Yorkshire England. Areas of expertise: international tax structuring and investment specialist.

Kathy Burke

Kathy has been in Financial Services for just over 3 years and specialises in business development and finding new clients who require advice on tax mitigation especially on CGT, Estate Planning and Inheritance taxes.

Roseline Rosa

Roseline has 21 years’ experience in the financial industry in an administrative capacity. Roseline then started her own property management business.

Migael de Plessis

Migael du Plessis

Migael is a proud South African citizen, and he has always believed that you should live where it's warm and invest where it's cold. He started his career in an account management capacity working for a tax firm.

Juan Swart

Hailing from the Eastern Cape, where he did his schooling and attended university, he moved to the captivating city of Cape Town in pursuit of a career in wealth management and financial planning.

Desire de Waal

With over 20 years of experience in the financial services industry in South Africa, Desire has enjoyed helping clients plan ahead in terms of their short-term needs and long-term goals.

Adrian Bradley

After graduating with a Bachelor of Commerce Degree in 1992, Adrian travelled extensively and lived in London and Sydney where he worked for Chase Manhattan N.A., Lloyds Bank and Deutsche Bank amongst others.

Matthew Hougaard

Matthew Hougaard

Matthew was born and raised in Zimbabwe before moving down to the beautiful country of South Africa. After graduating from the University of Cape Town with a B.Com in Economics and Finance, he started in the financial services industry where he has been working for more than 5 years.

Joanne Pickard

Joanne has over 24 years of experience in the financial services and trust industry. Working in the local advisory field, Joanne has proven her hard work ethic, with rewards as a top performer for 3 years in a row, and managing a successful team of 10 consultants for over 12 years.

Chantelle de Villiers

Chantelle de Villiers

After getting two Bcom. Honours qualifications under the belt, Chantelle spent 7 years working in the international trade management team for Africa’s largest retailer.

Shannon Dallenbach

Shannon Dallenbach

Shannon has been working in the financial planning industry for almost 5 years, she considers one of her main strengths is being able to give each of her clients her personal attention and ensuring that their financial plan is perfectly suited to their individual needs.

Vivian van Eeden

Vivian Van Eeden

Vivian is an International Wealth Manager with experience from the Channel Islands and Hong Kong Offshore Financial Services looking after the global ex-pat community.

Rishie Ram

Rishie is proudly South Africa and has worked over 13 years in the Financial Services Industry. His career started in corporate banking then he made his way to management in private wealth.

Jade Kramer

Jade has over 5 years of experience in the financial services industry and approaches financial planning in a very holistic way - from risk planning (wealth protection) to investment solutions (wealth creation).

Darryn Pienaar

Darryn has worked as a financial adviser in South Africa over the past 10 years. Based in Cape Town, Darryn has built up an extensive professional and HNW client base and continues to assist his clients by putting their needs and financial expectations at the forefront of his business.

Jared Andalaft

Jared has been in the financial services industry since 2011. Jared began his financial services career in the health insurance industry, building up a team of outbound sales representatives to the degree of managing in excess of 100 representatives and earning my role as Sales Director.

Jeremy Richardson

Jeremy Richardson

Jeremy was born in Zimbabwe but moved to Zambia at a young age. He did his high school in the Eastern Cape before starting his tertiary studies at the University of Cape Town.

Lynn Squires

Lynn has spent in excess of 35 years in the Financial Services Industry in South Africa, most of those in the employee benefits environment (retirement and risk funds), both in an administration and management capacity.

Jean Keet

Jaen has been in the financial industry for just over a year. He specialises in business development and client relations. His field of expertise range from the expat tax law, CGT, and estate planning.

Conor Sim

Conor has a deep understanding of cross-border finances spanning from UK pensions to offshore jurisdictions to tax-efficient asset structuring.

Luke Bradley

Luke is currently in his third year of studying Economics with an interest in finance and investments with the aim of completing my CFA.

Katlego Lekgethiso

Katlego Lekgethiso

Katlego Lekgethiso is from South Africa and was born in Ottosdal, North West. He matriculated in 2011 at Lofdal Christian School and passed with matric exemption.

Dale Schmidt

Dale has been working in Financial Services since he completed his studies at the end of 2017, and specialises in business development and finding new clients who require advice on tax mitigation especially on CGT, Estate Planning and Inheritance taxes.

Nyasha Chikanya

Nyasha Chikanya

Nyasha is from Zimbabwe and received an honours degree in tourism and hospitality management. Nyasha has experience in administrative support, client relations, human resources and recruiting.

From our blog

South African ‘Expat Tax’: what you need to know

1st March 2020. This is a date that all South African overseas workers should mark in their calendar. Amendments to the Income Tax Act will change the way South African’s are taxed on foreign incomes. The changes are that significant, they even have their own trending hashtag – #TAX2020. The […]

Should you be paying National Insurance as a UK Expat?

In a fix with your NICs? Ahoy Brits Working Abroad! If you want to check online your National Insurance Contributions Record, UK expats need to know that – direct from the British Government’s 2018 NIC/expat webpage (www.gov.uk/national-insurance-if-you-go-abroad): “You might be able to pay UK National Insurance while you’re working abroad, depending […]

How to Get a UK Mortgage when Living Abroad

It is easy to get a mortgage in the UK if you’re an expat – provided you don’t go jumping in unprepared. There’s plenty of hoops to get through: waiting for an offer to be accepted, banks and solicitors’ requesting paperwork, while you keep everything crossed in the hope of […]

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Brookside building
11 Imam Haron Haron Road
Claremont, Cape Town, 7708

Johannesburg
Level 1, Rosewood House
Ballywoods Office Park
33 Ballyclare Drive
Bryanston, Johannesburg, 2191