Adrian’s passion is assisting people with structuring their wealth in a way that helps them achieve both their personal and financial goals in life.
John has over 30 years of experience as a Global Entrepreneur, dealing extensively in the offshore sector since 1992.
Desiree is a born and bred Zimbabwean, who became passionate about helping individuals to achieve and maintain their financial goals when she witnessed her father lose his life savings and have to pull himself out of retirement in order to support his family.
Senior Wealth Manager
Born and raised in Cape Town. I was educated at one of South Africa’s most prestigious schools before going on to complete a degree in investment management at the University of Stellenbosch.
Kyle de Klerk
Client Acquisition Executive
Kyle has over a decade of sales experience from golf equipment and membership to IT sales in the E-waste business as well as 2 years in the financial industry.
Originally from Stoke-on-Trent in the U.K (Yes I am a Stoke City fan unfortunately for me these days!!!) I moved from the UK to Africa over 8 years ago, I’ve...
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“Fun is like life insurance; the older you get, the more it costs” is a popular quote you might find when looking for life insurance cover on the internet. This...