Mark McAllister
Senior Partner
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.
Juan Swart
Senior Associate
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.
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.
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.
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.
Conor Sim
Conor has a deep understanding of cross-border finances spanning from UK pensions to offshore jurisdictions to tax-efficient asset structuring.
Christopher Hepher
Head of Sports Marketing for Reebok International in Dubai before entering the World of Aviation. 20 years later exiting the industry as a Captain, reskilled as an Educator and Business owner.
Martin le Roux
Martin has over five years’ of experience in the financial services industry; specialising in business assurance and retirement planning. His in-depth knowledge of the local finance sector and ability to...
Gerrit Esterhuizen
Gerrit studied cost and management accounting at Stellenbosch. He spent the last 10 years working extensively with international clients on international project finance as well as forex solutions. His main...
Matthew Theron
Matthew is a Cross-border financial planning and investment specialist with the unique knowledge and experience that comes from having lived abroad for many years. His familiarity with tax regimes and...
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