How to avoid deceased estate fee and tax shocks
Answers to questions that usually elicit the most disbelief and tax shock from investors going through an estate planning exercise. […]
February 23, 2022
Answers to questions that usually elicit the most disbelief and tax shock from investors going through an estate planning exercise. […]
Tanita Conradie is a Certified Financial Planner® based at Brenthurst Wealth’s Sandton office, where she is dedicated to helping clients achieve their financial goals through personalised financial planning and investment advice.
With more than a decade of experience in the financial services industry, Tanita has developed a strong foundation in financial planning, working alongside clients and wealth managers since 2012.
She holds a BCom and BCom Honours in Financial Management from the University of Pretoria, as well as a Postgraduate Diploma in Financial Planning from the University of the Free State. She is committed to helping clients achieve financial peace of mind by taking ownership of their financial affairs and implementing solutions tailored to their unique goals and circumstances.
As a member of the Financial Planning Institute of Southern Africa (FPI) and a CERTIFIED FINANCIAL PLANNER® professional, she is equipped to provide advice across a broad spectrum of investment and financial planning needs. Her focus is on building long-term relationships and helping clients create sustainable wealth for the future.
Anita Mtshengu joined Brenthurst Wealth in July 2026 as an Administrator and Receptionist. She brings a strong professional background as a Financial Controller and Reconciliation Specialist, combining extensive experience in managing complex financial records with a meticulous approach to data integrity.
Known for her calm demeanour under pressure and keen eye for detail, Anita bridges the gap between high-level administrative support and analytical precision. She is committed to ensuring that both daily office operations and back-end reporting run seamlessly while delivering professional and efficient support to clients and colleagues alike.
Maritsa Terblanche joined Brenthurst Wealth in July 2025 as a Receptionist. She completed her Bachelor of Education degree at Cape Peninsula University of Technology (CPUT), Wellington, in 2024.
Driven by a desire to broaden her professional experience and embrace new opportunities, Maritsa transitioned from the education sector to the financial services industry. Since joining Brenthurst Wealth, she has been dedicated to expanding her knowledge and skills while providing professional administrative and client support.
With a positive attitude, a strong work ethic, and an eagerness to learn, Maritsa is committed to continuous personal and professional growth. She enjoys taking on new challenges and strives to contribute to an efficient, welcoming, and client-focused environment. Her adaptability, attention to detail, and willingness to support her colleagues enable her to play a valuable role within the Brenthurst Wealth team.
Zuancke joined the team as Administrative Assistant to Charize Beukes in July 2026. She provides comprehensive administrative and operational support, assists with client servicing, manages documentation, coordinates appointments, and helps ensure the smooth day-to-day running of the financial planning process.
Prior to joining the financial services industry, Zuancke built a successful career in education, where she developed exceptional organisational, communication, and relationship management skills. Her attention to detail, professionalism, and client-focused approach enable her to deliver efficient and reliable support to both clients and the advisory team.
Zuancke is passionate about continuous learning and is committed to providing outstanding service while contributing to the long-term financial success of the firm’s clients.
Megan joined the Brenthurst Wealth team in March 2026 as an Administrative and Fiduciary Services Assistant at our Val de Vie Office in the Western Cape. Prior to joining Brenthurst, Megan gained three years of experience in the retail sector, where she developed management and client service skills.
Chelsea is an administrative professional with over seven years of experience supporting teams and clients across the insurance and non-profit sectors. In her current role at Brenthurst Wealth Management, she serves as receptionist and provides administrative and client service support, including managing client communications, coordinating meetings, and facilitating onboarding and documentation processes.
Previously, she worked within a women and girls’ empowerment organisation in the non-profit sector, where she assisted with workshop facilitation, event coordination and training initiatives.
Chelsea is highly organised, approachable and committed to delivering efficient, accurate and professional service in every aspect of her work.
Lumari joined Brenthurst Wealth in June 2026 as an HR Manager Assistant. She obtained her LL.B degree from the University of the Western Cape (UWC) in 2021, after which she completed her articles of clerkship and was admitted as an Attorney of the High Court of South Africa in 2023.
With a strong passion for Labour Law and Human Resources, she has also served as an official of the South African United Employers’ Organisation. Her legal background provides her with a comprehensive understanding of the regulatory frameworks that govern employment relationships and workplace practices.
She is committed to fostering positive, productive and compliant work environments by balancing legal expertise with a people-centred approach. Believing that strong workplace relationships are fundamental to organisational success, she strives to promote understanding, collaboration and fairness across all aspects of the employment relationship.
Jason joined the Brenthurst Wealth Team in 2026 as a Paraplanner, assisting Michelle Heystek in the George office.
Jason brings experience from the insurance sector, where he worked in an Operations since 2022, fulfilling FAIS regulatory requirements including his RE5 and applicable credits.
He is currently pursuing his Bachelor of Commerce (BCom) in Financial Management through the University of South Africa (UNISA).
Chadlin joined Brenthurst Wealth at our Stellenbosch office in February 2026.
He has been part of the financial planning industry since 2016 and moved into a paraplanning role in 2018, where he found his passion in supporting advisers through detailed planning, client servicing, and high-quality administrative support. Chadlin has gained broad industry exposure through working with a variety of service providers, strengthening his technical understanding and attention to detail across different planning platforms and products.
Chadlin is highly driven, takes pride in delivering excellent support, and is committed to continuous professional growth. He is currently looking to further his studies in financial planning as he continues building a long-term career within the industry.
Salize holds a National Diploma in Financial Information Systems from the Cape Peninsula University of Technology and brings 29 years of experience in the financial services industry. Throughout her career, she has played a key role in building and maintaining both new and existing policy administration systems, as well as contributing to large-scale data migration projects.
Her extensive experience spans financial systems architecture, business process alignment, Agile methodology, and the full system life cycle. In 2017, she further strengthened her analytical capabilities by completing a Certificate in Business Analysis.
She joined Brenthurst Wealth in our Tygervalley office in February 2026 as receptionist and an Administrative Assistant.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
In 2006, I completed a Diploma in the Administration of Deceased Estates through the SA Paralegal School and, more recently, obtained my RE5 qualification from Moonstone in 2023. I am passionate about delivering exceptional client service and take great pride in maintaining the highest standards of professionalism and integrity.
Esmarelda Isaacs-Andreas joined the Brenthurst Wealth Stellenbosch office in October 2025, taking on the dual role of Receptionist and Fiduciary Administrator.
Esmarelda is a qualified professional, holding a Management Assistant NQF Level 6 Certificate from Northlink College. Before starting at Brenthurst, she worked as an Administrative Clerk at a medical institution. This experience equipped her with invaluable knowledge and helped her develop the keen attention to detail that is essential in her current role.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
In 2006, I completed a Diploma in the Administration of Deceased Estates through the SA Paralegal School and, more recently, obtained my RE5 qualification from Moonstone in 2023. I am passionate about delivering exceptional client service and take great pride in maintaining the highest standards of professionalism and integrity.
Angelique Anderson is an Administrative Assistant in Brenthurst Wealth’s Pretoria office with over 25 years of experience spanning the financial, legal, and executive support sectors across South Africa and international markets.
She has built extensive expertise in offshore investments, foreign exchange transactions, international investment platforms, and complex cross-border administrative processes, supported by a strong foundation in compliance, asset finance, and regulatory requirements.
Recognised for her exceptional organisational skills, discretion, and meticulous attention to detail, Angelique plays a pivotal role in supporting sophisticated local and offshore client portfolios. Her commitment to operational excellence, seamless client service, and efficient execution enables advisers to deliver tailored wealth management solutions while maintaining the high standards for which Brenthurst Wealth is known.
Ashley joined Brenthurst Wealth in January 2025 as Office Administrative Assistant and Receptionist for the Stellenbosch Office.
With over a decade of retail planning experience, Ashley has honed her skills in navigating the dynamic industry landscape. As a Senior Planner at both Truworths and Pep, she developed a keen eye for trend forecasting and strategic inventory management.
Ashley holds a BA in International Studies from Stellenbosch University, equipping her with a global perspective that enhances her ability to provide exceptional customer service and administrative support.
Michelle joined the Brenthurst Wealth Team in 2025 as a paraplanner assisting Iniel Van Zyl and Leslie Greyling in our Fourways office.
Michelle is a graduate of the University of Stellenbosch, where she obtained her Bachelor of Commerce (BCom) degree in Management Science, with a focal area in Financial Management, in 2024. She subsequently completed her Postgraduate Diploma in Financial Planning in 2025 through Stellenbosch Business School. Currently, she is pursuing her Postgraduate Diploma in Investment Planning through the University of the Free State to further enhance her technical expertise in the financial sector.
Kim Doolan has recently joined Brenthurst Wealth as internal tax practitioner in the Val de Vie Office.
With a proven track record of success in both public and private sector, which includes eight years at the South African Revenue Service, she has experience in ensuring compliance across all tax types as well as mitigating risks associated with tax obligations.
Kim obtained her Master of Commerce in Taxation from Rhodes University and is currently studying to achieve a Professional Certificate in Principles of International Taxation.
Lyroné joined Brenthurst Wealth in July 2024 as an executive personal assistant to Michelle Burger at our George Office.
Since 2015, she has been dedicated to the financial planning and insurance industry, supporting financial advisors in delivering comprehensive financial solutions to clients. Her academic journey began with a bachelor’s degree in Human Movement Science, followed by an Honours degree in Sport and Leisure in Society.
Driven by a desire to contribute more directly to clients’ financial well-being, she transitioned into a role supporting financial advisors and pursued a Postgraduate Diploma in Financial Planning. This educational background, combined with practical industry experience, has equipped her with a unique perspective and skill set to assist in designing and executing bespoke financial strategies.
TANIA joined the Brenthurst Wealth team in April 2024.
She has been in the financial planning industry since 2013 and is currently assisting Maria Smit at our Pretoria office, as an experienced administrative assistant.
Tania has completed a Higher Certificate in Financial Planning.
Retha is a CERTIFIED FINANCIAL PLANNER® professional and is a member of the Financial Planning Institute of South Africa (FPI). She has been active in the financial services industry since 1995 and joined the Brenthurst Wealth team in March 2024 as an Executive Administrative Assistant and Paraplanner to Director and Investment Strategist Magnus Heystek.
Retha is an experienced financial professional who gained extensive and valuable knowledge and experience in her various roles throughout her career, both locally and internationally, whilst residing in England.
Retha holds a Post Graduate Diploma in Financial Planning (NQF8) from Stellenbosch University Business School and completed the Investment Foundations Exam from the CFA Institute. Retha completed her First Level Regulatory Examination for Representatives (RE5), permitting her to advise clients on a wide range of investment-related matters.
René Heystek joined Brenthurst Wealth in November 2023, as receptionist and administrative assistant in the newly established George/Garden Route office.
Her diverse experience has afforded her a comprehensive understanding of administrative and sales operations. Over the years she has undertaken multifaceted roles, specialising in aiding companies in establishing businesses and structures. René entered the real estate industry in 2015 and qualified as a Real Estate Professional when obtaining her PDE4 qualification in 2018. She brings a unique blend of administrative, sales and managerial expertise to her work.
Diane Billson joined Brenthurst Wealth in August 2023 as Receptionist/Office Administration Assistant for the Stellenbosch office.
Throughout her career, she brings a wealth of knowledge and experience having worked as PA and Office Manager to various senior executives and partners in Banks and Law Firms and is committed to enhancing client experience with Brenthurst Wealth.
Michelle Heystek has built a career in the financial services over the last two decades, after obtaining her B.Com degree in Financial Management in 2005. Once she joined Brenthurst in 2006, she continued her academic journey, obtaining her Certificate in Wealth Management from INSETA in 2007, followed by a Postgraduate Diploma in Financial Planning from the University of the Free State. In 2008, she earned the Certified Financial Planner (CFP®) designation.
Her career includes experience at Ninety One (formerly Investec Asset Management) as well as in the commercial property sector, equipping her with a broad understanding of financial markets and client needs. After a career break of a few years to focus on raising her two children, she rejoined Brenthurst in 2023 and is now a Financial Advisor at Brenthurst’s George branch.
Michelle’s combination of experience, academic achievements and dedication to personalized client service enables her to deliver holistic financial planning and advice.
Maryka joined Brenthurst in 2023 as the Receptionist in Tygervalley office and Administrative Assistant to head of the office, Suzean Haumann CFP®
She has over 40 years of administrative work experience. Over her extensive career she has been employed by some of South Africa’s big companies such as Sanlam and Santam.
Prior to joining Brenthurst she completed a decade of service at Thura Brokers as an underwriter. She is new to the financial services industry and is looking forward to broadening her knowledge in this regard.
In her new role at Brenthurst, Maryka is eager to use her skills and experience to contribute to the company’s success.
Lloyd joined the Brenthurst Wealth Team in 2023 as a paraplanner/advisor and currently works under the direct supervision of Brian Butchart in our Cape Town office.
He obtained his BCom (Investment and Financial Management) degree from the University of Stellenbosch, as well as his Postgraduate Diploma in Financial Planning through the Stellenbosch Business School.
Lloyd previously worked in the IT Services industry as a data officer for Wyzetalk before beginning his career in financial services with Brenthurst. He is passionately driven to help individuals achieve their lifetime financial goals and, thus, is working towards earning his CFP® designation to enable him to provide advice on all financial matters.
Rina Hendricks joined Brenthurst Wealth Management in April 2022 as an Administrative Assistant to Danine Van Zyl and Iniel van Zyl.
Rina has more than 50 years experience in the banking and Financial Industry across various fields in banking, risk, investments, linked investments, employee benefits, death claims and Estates for various Companies like African Life, Sanlam, Southern Life, M Cubed Capital, Gerry Pienaar and Associates Pty Ltd, Private Wealth Management with Old Mutual, Hisec Wealth Management (Pty) Ltd and Ascent Wealth Management Pty Ltd with a strong focus on Management and admin processes relating to the various financial products and Companies.
She served as active member on the Job Evaluation Board Committee at Southern Life and on SEMCO, the internal staff union as negotiator for annual salary increases and Disciplinary processes. She obtained her diploma in Labour Relations from RAU in 1998.
She obtained her CFP® in 2020 through the Financial Planning Industry of Southern Africa (FPI) and her RE5 in 2012 also through the Financial Planning Industry of South Africa.
She was nominated for Exceptional Administration Service for several years with Southern Life and also received a special Chairman’s Award from Neil Chapman for excellent Customer Services rendered to various of the Brokers she dealt with. She received the Area Managers Award in 2014 as Senior Administration Assistant at Private Wealth Management at Old Mutual in Clearwater office park in Roodepoort.
ANJE joined Brenthurst Wealth in April 2022 as a Paraplanner for Marise Smit, in the Pretoria office.
She has more than 10 years experience as a Financial Advisor Assistant dealing daily with new business and customer service, followed by 10 years as a Portfolio Administrator in a Corporate Company of which the last 3 years she dealt exclusively with Local and Offshore Investments.
Anje further successfully completed her First Level Regulatory Examination for Representatives and is currently studying towards a Higher certificate in Financial Planning (NQF5).
Elaine joined Brenthurst in 2021 providing accounting services from processing up to management accounts.
She obtained a Bachelor of Accountancy degree from the University of Stellenbosch and a B.Compt.Honors degree from UNISA. She has gained more than 15 years of accounting experience across various industries.
Anelle joined Brenthurst Wealth as a Receptionist and Administrative Assistant to Brian Butchart in the Cape Town office in December 2023. She has a wealth of knowledge from working as a liaison between Financial Advisers and clients at TMA and Absa Investment Management Services (Aims) since 1998. She obtained her B. com degree from the University of Port Elizabeth in 1997.
Lisé joined Brenthurst Wealth in October 2021 as an administrative assistant to Danine and Iniel van Zyl in the Fourways office.
Lise manages all client administration functions as well as new business processes and submitting portfolio updates to ensure the client experience is as smooth as possible.
Prior to joining Brenthurst she worked at Ruimsig Wealth Bluestar (Sanlam) for four years where she obtained invaluable experience.
Ruan joined Brenthurst Wealth in 2021 as Wealth Manager in our Stellenbosch office. He obtained his BCom Financial Sciences degree from the University of Pretoria in 2018 and subsequently enrolled with CIMA (Chartered Institute for Management Accountants) as a prospective CGMA candidate. In addition, he completed a Postgraduate Diploma in Investment Management at the University of the Free State in 2021.
Before joining Brenthurst, Ruan gained valuable experience in the tax and advisory field at Crowe Tax and Advisory Services in Stellenbosch.
Ruan is fully qualified to provide advice on all investment matters.
YOLANDI joined Brenthurst Wealth in June 2021 as an Administrative Assistant to assist Erna Mare at Reception in the Fourways Office.
Prior to assisting Brenthurst, she gained 18 years’ experience at a labour broker company as an office administrator, assisting with all customers’ queries, accounts, and contracts.
She has obtained a B.A. degree (Political Science) at the former RAU
Dorothy joined Brenthurst Wealth Management in July 2021, focusing on Employee Benefits and assisting clients with Pension and Provident Fund related administration under the direct supervision of Magnus Heystek.
Dorothy has more than 40 years experience in the Financial Industry across various Financial Services Milieus, with a strong focus on processes relating to various financial products.
She obtained her REGISTERED FINANCIAL PLANNER™ designation in 2010 (also known as the RFP™ designation) through the Financial Planning Institute of Southern Africa (FPI).
Heidi was appointed in July 2021, joining our Cape Town team as an Executive Assistant to Brian Butchart, Brenthurst Wealth’s Managing Director.
She joined the financial industry in 1982 and gained valuable experience working at several providers like Sanlam, Citadel, AIMS, PPS, Alexander Forbes and Graviton Wealth Management. She spent her last 4.5 years working at Graviton Wealth Management as an Executive Financial Assistant.
She obtained her National Certificate in Wealth Management in 2009.
Charize joined the Brenthurst Wealth team in April 2021 as a Financial Advisor. She obtained her BCom (Hons) in Management Accounting from the University of South Africa (UNISA) and has been working in the finance industry for over 10 years.
Charize is registered with SAIPA as a Professional Accountant and Tax Practitioner. Charize completed her Class of Business and Postgraduate Diploma in Financial Planning through the University of the Free State.
Charize is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of SA and is fully qualified to give advice on all investment matters.
Melissa joined Brenthurst Wealth in November 2019. She currently is working as an administrative assistant and receptionist at the Yacht Club office in Cape Town.
Kelly joined the Brenthurst Mauritius team in February 2021 to gain experience in the financial and investment industry. Currently, she assists Yolande Butchart in all forex-related admin matters.
Other responsibilities include the opening of offshore bank accounts as well as general investment administration in Mauritius.
Kelly’s previous experience includes the tourism and food industry, where she attained invaluable experience delivering exceptional service to patrons.
MARI joined our Mauritius office in October 2020 and has been implementing and setting up the new payroll infrastructure for Brenthurst Wealth Management.
She has had a long career with Edcon (previously known as Edgars Group Ltd) which included Centralisation of HR Admin, HR Manager, Managed the processing of payrolls for 25000 monthly and 45000 weekly paid staff, Training and upskilling staff and stores on policies and procedures and take on of new Acquisitions for the group
Mari has a diploma in Payroll administration and during 2011, she was tasked with the take-on implementation of Sage VIP Payroll for the Edcon Group across borders (RSA, Namibia, Swaziland, Botswana, Lesotho, Ghana, Zambia)
Celeste joined Brenthurst Wealth in February 2021 and is currently an administrative assistant to Arin Ruttenberg in the Sandton office.
Her main responsibilities include handling requests and queries from clients, assisting with new business processes and submitting portfolio updates to ensure the client experience is as smooth as possible.
Prior to joining Brenthurst she worked in the short-term insurance industry for four years where she obtained invaluable experience. Her qualification includes (1) Risk Management Certificate NQF Lvl-6 (2) Programme in Short Term Insurance NQF Lvl-6 and (3) RE.5.
Lauren joined Brenthurst Wealth in April 2021 as a Receptionist and Administrative Assistant at the Stellenbosch office. Over time, she has expanded her role and now serves as the Compliance and Human Resources Assistant to Director and General Manager Malissa Conlin.
With a strong background in administrative support, Lauren is highly skilled in compliance, communication, and management.
Lauren’s academic credentials include a Diploma in Executive Business Coaching from the University of Cape Town, showcasing her commitment to professional development. She is currently pursuing her Compliance Certification and her Regulatory 1 Certification to further enhance her expertise in the field.
Roné joined Brenthurst Wealth in March 2021 as an administrative assistant to André Basson in the Val de Vie office. In 2022, she relocated to the Tyger Valley office, where she progressed into a paraplanner role.
She currently provides paraplanning support to Suzean Haumann, CFP®, Head of Brenthurst Tyger Valley, André Basson, CFP®, Head of Brenthurst Val de Vie, as well as Aidan Freswick.
Roné has completed an Advanced Certificate in Financial Planning (NQF6) and is currently pursuing her Postgraduate Diploma in Financial Planning, as she works towards becoming a Certified Financial Planner®. She is also registered with the FPI for FSA membership approval.
With five years of experience in the financial services industry, Roné is currently working under supervision and is increasingly involved in client engagements, where she assists with investment planning discussions and the preparation of client recommendations as part of her continued professional development. She is passionate about educating younger individuals on investing, saving, and how the financial decisions they make today can shape their future.
Bcom | LLB | PGDip Financial Planning | PGDip Investment Planning | PGDip Compliance | PGCert Compliance Management | PGCert Corporate Governance | PGCert Money Laundering Control
Iniel van Zyl joined Brenthurst Wealth in 2020 following a distinguished legal career, where he gained extensive experience in complex corporate and commercial matters. His strategic insight, technical expertise and leadership were quickly recognised, leading to his appointment as Head of the Brenthurst Wealth Fourways Office within two years.
As Head of the Fourways Office, Iniel combines legal, financial and commercial expertise to provide strategic guidance on complex investment, wealth structuring and succession planning matters. He is committed to building enduring client relationships based on technical excellence, integrity and trusted advice.
Iniel is an Admitted Attorney of the High Court of South Africa and holds a BCom (Law) and LLB from the University of South Africa. He has also completed postgraduate qualifications in Compliance, Financial Planning, Investment Planning, Money Laundering Control, Corporate Governance and Compliance (Cum Laude).
He completed a Master of Laws (LLM) in Banking, Corporate Finance and Securities Law through the University of South Africa in 2023, followed by a Master of Business Administration (MBA) from the University of the Free State in 2026.
TANITA joined Brenthurst Wealth in 2020 and currently holds the position of financial advisor at the Pretoria office.
She has been in the financial services industry since 2012, working as a liaison between wealth managers and clients, assisting in all financial planning-related duties.
Tanita obtained her B.Com degree and a B.Com (Hons) in Financial Management at the University of Pretoria. She also completed her Postgraduate Diploma in Financial Planning from the University of the Free State in 2018.
Through practical experience and appropriate qualifications, she can advise clients on all investment related matters, focusing on pre- and post-retirement planning, as well as offshore investments.
Tanita is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of SA.
Sarah joined Brenthurst Wealth in 2020 as a Senior Administration Assistant to Director and Investment Strategist Magnus Heystek.
She has worked in the financial services industry since 2004 at different established wealth management companies where she gained valuable experience from award-winning financial institutions with a strong focus on investment and retirement planning, offshore investing and risk administration processes.
Throughout her career, she has consistently delivered a high level of service ensuring that processes run as seamlessly as possible.
Sanet was appointed in April 2020, joining our Cape Town team as an Executive Administration Assistant to Renee Eagar. She has been in the financial services industry since 1990. Her previous experience includes positions at Sanlam, BJM and ABSA. She spent her last 12 years working at Alexander Forbes Private Client Wealth as a Senior Wealth Management Assistant. She has received numerous accolades over the years which include but not limited to, Alexander Forbes Client Service Excellence – Silver award in 2014,2015 and 2017. Sanet has also obtained her Certificate in Wealth Management (NQF 5) in 2012 and achieved “Best Student of the Year” from Moonstone.
ROCCO joined Brenthurst Wealth in 2020 as a Financial Advisor under the direct supervision of Magnus Heystek at our Fourways branch.
Rocco is driven and passionate about the financial services industry. He obtained a B.COM (Management Sciences) degree through Stellenbosch University, and most recently his Post Graduate Diploma in Financial Planning through University of the Free State.
Rocco has successfully completed his First Level Regulatory Examination for Representatives, enabling him to furnish advice to clients on all investment-related matters.
AIDAN is a REGISTERED FINANCIAL PRACTITIONER™ and is a member of the Financial Planning Institute of South Africa (FPI). He has been active in the financial services industry since 2017 and joined the Brenthurst Wealth team in August 2020.
Aidan is an experienced financial professional who has expertise in various aspects of wealth management, including offshore investing, foreign exchange, investment management, and retirement planning.
He holds a Bachelor of Commerce degree in financial planning and economics.
He completed the First Level Regulatory Examination for Representatives, permitting him to advise clients on a wide range of investment-related matters.
Aidan diligently pursues the esteemed CFP® designation, demonstrating his commitment to continuous professional growth and providing the highest level of service to his clients. He is based in our Tyger Valley office and serves clients throughout the Western Cape Region.
KRISTIN joined the Brenthurst Wealth team in APRIL 2020.
She has been in the financial planning industry since January 2017 and is currently assisting Marise Reinach & Charize Beukes at our Pretoria office, as an experienced paraplanner and administrative assistant. Kristin has completed an Advanced Certificate in Financial Planning, Regulatory Examination for Representatives (RE5) and a Professional Certificate in International Taxation & Transfer Pricing.
Joyce joined our Brenthurst team in October 2019, working in our office in Fourways. She was born and raised in Limpopo. She is responsible for managing all catering services for clients ensuring high standards are maintained at all times.
Zodwa joined the Brenthurst Wealth team in October 2019 as an Administrative Assistant to Leslie Greyling at our Fourways office.
She manages client administration, which includes portfolio updates, servicing and new business relating to Investments and Risk policies.
Prior to joining Brenthurst she was working for IOTA Investment Services for 17 years as an Assistant to one of the directors and a senior financial advisor.
LARA joined the Brenthurst Wealth team in November 2019 as an Administrative Assistant to Mags Heystek at our Sandton office.
She manages client administration, which includes portfolio updates and new business. Prior to joining Brenthurst she was a Registration Specialist at VAT Global. Lara has a passion for dance and in addition to owning her own dance studio, was a ballet instructor and choreographer at different schools. She is a registered dance teacher and holds a qualification from the Royal Academy of Dance.
Juanita joined the Brenthurst team in January 2020, as a legal assistant to Rozanne Heystek-Potgieter with a main focus to assist with deceased estates.
Juanita has 18 years of experience as a legal secretary with a wealth of knowledge in MVA claims, insolvent estates, and most recently conveyancing matters.
LEE joined Brenthurst Wealth in February 2020 as Office Administrative Assistant and Receptionist for the Stellenbosch office.
Before joining Brenthurst she worked in the Architectural field for 12 years in different roles, including Reception and Personal Assistant to several Directors.
STEFAN joined the Brenthurst Wealth team in November 2019 as a Financial Advisor at the Stellenbosch office. He has obtained his BCom degree in Investment Management and a BCom (Hons.) in Financial Analysis from Stellenbosch University.
He is also currently a CFA Level lll candidate and will, in time, pursue his studies further in order to obtain his Postgraduate Diploma in Financial Planning.
Stefan is fully qualified to give advice on all investment matters.
Desmond started his career as a Commercial Banker in 1983, and later became involved with Private Banking and Wealth Management in 1999.
He gained extensive experience in managing relationships with High-Net-Worth Families, Financial Planning and Fiduciary matters while with the Absa Group and Standard Bank.
Desmond is head of financial planning at our Johannesburg office. He is a CERTIFIED FINANCIAL PLANNER® professional and Tax Practitioner and is fully qualified to give advice on all investment matters.
He holds a B Com Degree (Cum Laude); MBA; Post Graduate Diploma in Financial Planning and an Advanced Diploma in Taxation.
GUSTAV joined Brenthurst Wealth in 2018 and is currently based in Pretoria (Gauteng) as a Financial Advisor.
He obtained a B.Com Economics degree from the University of the Free State with focus on key subjects such as Investment Management and International Economics.
Gustav successfully completed his First Level Regulatory Examination for Representatives, which enables him to furnish advice to clients on all investment related matters.
Gustav’s previous experience includes the analysis of white label and hedge funds, as well as financial planning for individual clients focusing on their investment portfolios.
He is qualified to advise clients on all investment related matters, focusing on investment planning, retirement planning as well as offshore investments.
LEBANETTE joined Brenthurst Wealth in January 2019 as a Legal and Fiduciary Assistant to Malissa Anthony, Head of the Fiduciary Department within the Western Cape region.
She has many years of valuable experience as a Legal Secretary to partners and senior directors of reputable Law Firms and has held key administrative, marketing and management positions throughout her career.
JEANIQUE joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser under the direct supervision of Johan Burger, in the Pretoria office.
She has been in the financial services industry since 2014 working as a liaison between Financial Advisers and clients assisting in all financial planning related duties.
Jeanique obtained a B.Com Business Management degree from the University of Pretoria in 2013.
YOLANDE has been in the banking industry since 2004 and moved into a specialized field of collateral management when joining Nedbank Investor Services.
In 2013 she joined the ABSA collateral team and joined Investec in 2016. She moved to Mauritius in 2018 and spent some time at Barclays Bank Mauritius thereafter joining our Mauritius office, Brent Wealth Management as a Foreign Exchange Consultant.
She also assists our clients with opening individual bank accounts on the island and with the help of our Mauritius Management company, assists clients with permits, setting up business structures etc.
For further enquiries you may contact her on
ybutchart@brenthurstwealth.co.za
mauritius@brenthurstwealth.co.za
Maria Smit is a Certified Financial Planner® with over 10 years of experience in the financial planning industry.
She has been part of Brenthurst Wealth for the past 6 years, where she plays a key role in providing independent, client-focused financial advice. Maria holds both the RE1 and RE5 regulatory certificates, authorising her to give professional advice and to serve as the Key Individual for Brenthurst Wealth’s Pretoria office. Her expertise spans investment planning, retirement strategies and estate planning, where she is committed to delivering tailored solutions that align with her clients’ long-term financial goals.
GERALDINE joined our team at BMW on January 2019.
She is designated as Administrator Assistant to our Magnus Jnr Heystek and Danine van Schalkwyk. Having earned her diploma of Executive Secretary Human Resources Management from College SA, she understands the process of recruiting and business organisations. As a researcher administrator, she gained her skills as an office administrator. She particularly enjoyed working within the corporate industry where patience and persistence was her key motivator. Geraldine is based at our Fourways Offices, Johannesburg.
GAVIN ESTERHUYZEN joined Brenthurst Wealth in July 2018 as a Junior Financial Planner under the supervision of Certified Financial Planner Johan Burger.
He qualified with a BSc Mathematical Statistics degree in 2012 from the University of South Africa as well as a Postgraduate Diploma in Financial Planning at the University of the Free State in 2017. He also passed the CFA Level 1 examination and is currently studying towards the CFP and CFA designation.
Gavin previously worked at Simeka (Sanlam) Consultants and Actuaries, gaining exposure to Retirement fund valuations and also worked at ABSA Private Bank being mostly involved with Investment analysis.
André joined Brenthurst Wealth in 2018 and is head of the Val de Vie Estate office. In 2020 he was awarded as one of South Africa’s top three Relationship Managers in the SA’s Intellidex Wealth Manager and Private Banks Awards.
André obtained his BCom degree from Stellenbosch University, finishing top of his financial planning class. His postgraduate studies include a BCom (Hons) degree and a Postgraduate Diploma in Financial Planning, also from Stellenbosch University.
He obtained his Advanced Postgraduate Diploma in Financial Planning (Cum Laude) from the University of the Free State. He also recently completed his CERTIFIED FINANCIAL PLANNER certification as well as his postgraduate diploma in financial planning from Millpark Business School.
He has a passion to help clients take ownership of their financial affairs, generate solutions, and grow long term wealth. He is a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
Marise has been a financial adviser in our Pretoria office since April 2015.
She was recognised as Brenthurst’s Top Financial Adviser in 2020, receiving the Brenthurst Award of Excellence.
Marise obtained BCom Investment Management & BCom (Hons.) Financial Management degrees from the University of Pretoria. She also obtained a Post Graduate Diploma in Financial Planning from the University of the Free State.
Through practical experience and appropriate qualifications, she can advise clients on all investment-related matters, focusing on pre- and post-retirement planning, as well as offshore investments.
Marise is a CERTIFIED FINANCIAL PLANNER® professional and is fully qualified to give advice on all investment matters.
CHRISTOFF joined Brenthurst Wealth Management in June 2010. He obtained his REGISTERED FINANCIAL PLANNER™ designation in 2016 (also known as the RFP™ designation).
He is a Junior Financial Advisor focusing on Individual and Employee Pension Fund Benefits, as well as assists clients with investment planning matters, all under the direct supervision of Magnus Heystek, Investment Specialist and Director of Brenthurst Wealth Management.
Christoff has obtained his Advanced National Certificate in Financial Planning through Milpark and is currently studying to achieve his NQF 7 in order to proceed in obtaining his Postgraduate Diploma in Financial Planning.
DALEEN joined Brenthurst Wealth as a Media and Communications Consultant at the start of 2015.
She manages media liaison for the company and contributes content for various platforms ranging from client newsletters, the Brenthurst Blog and social media profiles. She started her career as a business journalist and has extensive experience in public relations and corporate communication in the financial services industry.
She has a B.Com (Industrial Psychology and Economics) degree and is currently studying Brand and Marketing Management.
Sue Heystek is the marketing director and co-founder of Brenthurst Wealth
Since co-founding the firm in 2004, she has led its marketing strategy, overseeing advertising, promotions, events and the brand’s online presence. She also analyses market trends, competitor activity and client needs to inform marketing priorities and strengthen brand positioning.
Working closely with leadership and teams across the business, she ensures a consistent brand message across channels and supports educational events and communications that enhance the client experience.
LESLIE joined Brenthurst Wealth Management in 2018 as a Risk and Investment Advisor.
Leslie obtained her National Certificate in Financial Services, Wealth Management, in 2014 and she has been in the financial services industry since 1998.
She is a REGISTERED FINANCIAL PLANNER™ and a member of the Financial Planning Institute of SA and is fully qualified to give advice on all aspects of investments, retirement planning and life cover, which includes personal and business assurance.
Sesetu joined Brenthurst Wealth in April 2018 and started her career as a Receptionist in the Tygervalley office, also providing basic administrative assistance to various Financial Planners. Since the start of her financial career at Brenthurst, Sesetu has excelled in her growth and knowledge.
She is currently a full-time Administrative Assistant to Renee Eagar CFP®.
BUSI joined Brenthurst in 2017 and is an Administrative Assistant to Christoff Potgieter at the Fourways office. She also manages the catering services for clients ensuring high standards are maintained at all times.
Before joining Brenthurst she worked in the retail industry in different roles, including shop assistant at a business operating in a large regional shopping mall.
KERRY joined Brenthurst Wealth in March 2017 as an Administrative Assistant to Sonia du Plessis in our Stellenbosch office. In 1996, after a year as a high school maths and science teacher, she entered the financial services industry as a Pension Fund Administrator at Alexander Forbes, Windhoek.
Three years later she relocated to the Western Cape and joined Momentum for a short stint. She was then recruited by Alexander Forbes Financial Services in Stellenbosch where she spent the next 16 years; the first 6 years as a Senior Pension Fund Administrator and the next 10 years as a financial advisor assistant.
RONELLE joined Brenthurst Wealth in April 2013. She gained 24 years of valuable experience at Sanlam Life as a Personal Assistant to Senior Management as well as other key administrative support positions throughout her career.
Ronelle is the Administrative Assistant to André Basson who sits in our Tygervalley and Stellenbosch offices.
DALEEN was appointed in August 2016, joining our Cape Town team as an Executive Administrative Assistant to Brian Butchart, Brenthurst Wealth’s Managing Director. She joined the insurance industry in 1986 and gained valuable experience working at several providers like Sanlam, Southern Life, Momentum and AIMS.
She spent her last 10 years working at Alexander Forbes Financial Planning Consultants where she was appointed as part of the Wealth Management team and had the opportunity to serve as the Administration Manager of the Western Cape Region for her last 8 years. She managed an administration staff compliment of 22 people and rotated between the Cape Town and Stellenbosch offices. She obtained her Advanced Certification in Financial planning in 2013.
Greer joined Brenthurst Wealth in 2016 and is currently the Executive Personal Assistant to the Head of the Tygervalley office, Suzean Haumann CFP®.
Greer started her career in the financial industry in 1990 and has gained extensive and valuable knowledge and experience in her various roles throughout her career, both locally in South Africa as well as internationally while residing in New Zealand for 5 years.
She completed the RE5 examination and obtained her RE5 Certificate in 2014. Furthermore, she successfully completed the Introduction to Financial Planning and obtained her NQF5 Wealth Management Certificate in 2022.
RENÉ joined Brenthurst Wealth in June 2017 as Administrative Assistant to Marise Smit and Receptionist in our Pretoria office. Her previous experiences include 20 years in the insurance industry, of which 3 years was in Sanlam’s Legal Department.
In 1992 she received an offer to join PPS (Professional Provident Society) as a Broker Consultant. During her first three years of employment with the Society, she completed her Diploma in Marketing Management and was promoted to Senior Marketing Consultant. René worked at PPS for seven years and later joined Citadel Investment Services, in the Compliance Department where she obtained valuable experience.
MAGDA joined Brenthurst Wealth in January 2014, as an Administrative Assistant for the Pretoria branch.
Magda entered the financial services industry in 2011 when she joined CUBrokers in Klerksdorp as an assistant to one of their planners. When her boss decided to open her own business, Magda followed her and served as her right hand in building up “Bprepared Brokers” from scratch—assisting her with client queries and general administrative duties. She left their employ when she moved to Pretoria. Prior to that Magda also worked as a chef for a guesthouse in the English countryside.
YOLANDI joined Brenthurst Wealth at the beginning of 2012. She is the Administrative Assistant for Johan Burger at our Pretoria office, focusing on portfolio updates as well as financial administration.
She has a BA Degree in Physical Education, an Honors Degree in Biokinetics as well as her Masters Degree in Human Movement Sciences.
Karen joined Brenthurst in April 2016 and has grown within the organisation over the past decade. She currently serves as a Paraplanner to Mags Heystek and Arin Ruttenberg in the Sandton office, working under their direct supervision. Karen is also a foreign exchange consultant and is qualified to assist clients with forex-related matters.
She has more than 10 years’ experience in the financial services sector, with a strong background in financial advisory support, client administration and financial planning support. Karen holds a Diploma in Marketing and Management from IMM Graduate School, a Higher Certificate in Financial Planning, NQF 5, an Advanced Certificate in Financial Planning, NQF 6, and a Postgraduate Diploma in Financial Planning from Milpark Education.
In addition, she has completed an online course in Compliance Management through the University of Pretoria and successfully completed the First Level Regulatory Examination for Representatives, RE5, earlier in her career.
PHONET joined Brenthurst Wealth in April 2008 and started her career in a support role with catering services for clients, some reception duties and also provided basic administrative assistance.
She has since completed training to develop intermediate computer skills and now works for the administrative team at the Fourways office managing the secure filing of client documentation, stationery supplies and stock management of branded marketing material.
Josh obtained his BCom Law degree through the University of South Africa (UNISA) and is a Financial Planner at Brenthurst Wealth Management (Pty) Ltd.
With over 10 years of experience in the financial planning industry, Josh is a dedicated and client-focused professional. His areas of expertise include retirement planning, offshore investing, estate planning, investment management, and holistic financial advice.
Josh works closely with individuals, families, trusts, and business owners to develop tailored financial strategies designed to preserve and grow wealth over the long term. He is passionate about helping clients navigate complex financial decisions and achieve their financial objectives with confidence.
Josh is fully accredited to advise on all investment-related matters and remains committed to ongoing professional development to ensure clients receive informed and up-to-date financial guidance.
NICCI joined Brenthurst in August 2015 as an Administrative Assistant to Magnus Heystek Senior. She now operates from our Sandton office as an assistant to Mags Heystek, managing client administration, which includes portfolio updates.
Prior to joining Brenthurst she worked as a buyer, supply planner, channel manager and specialist representative at the South African office of global company Nestlé’s pet food division.
DANINE joined Brenthurst Wealth in 2015 and currently holds the position as a Financial Advisor at the Fourways Office.
She completed her Post-graduate Diploma in Financial Planning from the University of the Free State and also obtained a B.A. degree in Industrial Psychology, a Certificate in Labour Relations Management and Income Tax.
Danine has also successfully completed the First Level Regulatory Examination for Representatives. She is a member of the Financial Planning Institute of SA and is fully qualified to advise on all investment matters.
ERNA joined Brenthurst Wealth in 2011. She has 36 years of secretarial, legal and conference experience.
Erna currently assists the Financial Planners in the Johannesburg office and is in charge of client portfolio updates as well as general administration.
CELESTE has been working closely with Magnus Heystek for the past 25 years, holding the role as his Administrative Assistant and is based in our Fourways office.
She is responsible with handling and managing client administration, which includes portfolio updates.
Malissa is a Director of Brenthurst Wealth and has been with the Company for 12 years. In addition to her role as a Director, she continues and remains committed to her other roles as General Manager, Head of the Fiduciary Services Department in the Western Cape, Head of Compliance, Head of Human Resources, and Brenthurst’s Internal Legal Advisor.
Since joining Brenthurst in July 2014, Malissa has been responsible for the overall oversight and management of the business. Her expertise includes estate planning, the consultation and drafting of wills and legal documents, deceased estate administration, as well as all legal, compliance, risk management, and human resources management.
Malissa is a qualified non-practising attorney, admitted to the High Court of South Africa (Western Cape). She holds a BCom Law degree from the University of Johannesburg, an LLB from the University of South Africa, and a certificate in Estate Planning from Milpark. She passed the Fiduciary Institute of Southern Africa (FISA) Board Examination in 2017 and was awarded the designation of Fiduciary Practitioner of South Africa® in 2018.
Rozanne is a CERTIFIED FINANCIAL PLANNER®, a non-practising attorney and registered member of the Financial Planning Institute of SA, with more than 15 years experience in the financial services industry.
Rozanne is qualified to advise on all financial planning areas, with a keen focus on direct offshore investments, effective estate planning and retirement planning. As a fiduciary services specialist, she drafts wills and has extensive experience in fulfilling the fiduciary duties of an Executor and Trustee. Further, she can provide in-depth advice on cross border estate planning and effective structuring advice that include offshore trusts.
Her qualifications include a BA, LLB, PostGrad in Financial Planning, and a STEP (Society of Trust and Estate Planners) diploma in Offshore Trust management.
DDANINE joined Brenthurst Wealth in 2015 and currently holds the position as a Senior Financial Advisor at the Fourways Office.
She completed her Post-graduate Diploma in Financial Planning from the University of the Free State and also obtained a B.A. degree in Industrial Psychology, a Certificate in Labour Relations Management and Income Tax.
Danine has also successfully completed the First Level Regulatory Examination for Representatives.
She is a member of the Financial Planning Institute of SA and is fully qualified to advise on all investment matters.
Gavin Butchart joined Brenthurst Wealth in 2017 and is responsible for the firm’s Mauritius operations, as well as its tax and accounting functions.
He has extensive experience in accounting and taxation, gained through senior roles at leading law firms and Brenthurst Wealth. Gavin is a registered General Tax Practitioner (SA) and a member of the South African Institute of Taxation.
Arin is the head of Brenthurst Wealth’s Sandton office and has been working in the financial services industry since 2013. With experience at Investec, Momentum Wealth International and Brenthurst Wealth Management, he brings a wealth of expertise as a financial advisor.
He has been at Brenthurst since 2016 and holds a BCom degree and a Postgraduate Diploma in Financial Planning from the University of the Free State.
Arin’s passion for financial planning drives him to continuously expand his knowledge, ensuring he can assist clients in achieving their financial goals. He has successfully completed the First Level Regulatory Examination for Representatives, enabling him to provide comprehensive investment advice.
Suzean is head of the Tygervalley office and one of the company’s key individuals. She is a CERTIFIED FINANCIAL PLANNER® and a registered member of the Financial Planning Institute of South Africa.
She has extensive experience in all areas of financial planning, with particular expertise in investment and retirement planning. In addition, Suzean is a qualified foreign exchange consultant, offering in-depth knowledge of offshore investment strategies.
Having joined Brenthurst Wealth in 2010, Suzean has been a valued part of the team for more than 15 years and is fully qualified to advise on the full spectrum of investment matters.
She obtained a B.Com degree at the University of the South Africa as well as a Postgraduate Diploma in Financial Planning at the University of the Free State. She joined Brenthurst Wealth in 2009 and started her career as a Financial Advisor in 2015.
Esmerie is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
Mags is based at Brenthurst Wealth’s Tygervalley office in Cape Town and serves as one of the Key Individuals responsible for the Johannesburg region, while also providing oversight and strategic support to the Sandton office.
With 16 years of experience in the financial services industry, Mags qualified as a CERTIFIED FINANCIAL PLANNER® professional in 2012 and has built a strong reputation for delivering comprehensive wealth management and investment advice to individuals, families, and business owners.
In addition to his advisory responsibilities, Mags serves as a Representative and Key Individual of Brenthurst Capital (Pty) Ltd and is a member of the firm’s Investment Committee, contributing to investment strategy, portfolio construction, and asset allocation decisions.
As a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa (FPI), Mags is qualified to advise across all aspects of investment management and financial planning.
Sonia heads up the Stellenbosch office and brings over two decades of experience in the financial services industry, having started her career in 2001.
She obtained her BCom degree from the University of the Free State in 2001 and attained her CERTIFIED FINANCIAL PLANNER® designation in 2004.
She previously worked for Magnus Heystek International and, thereafter, ABSA Private Bank, where she gained valuable experience in investment and life insurance matters.
Sonia won the prestigious inaugural title of Top Financial Advisor in South Africa at the 2019 Intellidex Top Private Banks and Wealth Manager Awards, placed second in 2022 and was awarded third place in 2024, reflecting her consistent excellence and dedication to client success.
Sonia is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of SA and is fully qualified to give advice on all investment matters.
RENEE is head of the Claremont office. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa.
Renee received the prestigious SA Top Wealth Manager Award at the 2024 Krutham Top Private Banks and Wealth Manager Awards. Additionally, she was also recognised as one of SA’s top three financial advisors at the 2022 Intellidex Awards.
Renee has been in the financial services industry since 1998 and has worked for institutions such as TMA and Investec Asset Management. She obtained her Higher Certificate in Financial Markets in 2004 and attained her CERTIFIED FINANCIAL PLANNER® designation in 2006.
Renee is fully qualified to give advice on all investment matters.
RICHUS is head of the Brenthurst Bellville and Stellenbosch office.
He has been in the financial services industry since January 2004 and has worked for Investec Trust and Fiduciary services in the Channel Islands (Guernsey and Jersey) and Geneva.
In 2008 he moved back to join Investec Private Bank in Cape Town. Richus has a B.Comm Management Accountancy degree from the University of Stellenbosch. He completed his audit articles at Logista Auditors and Accountants (Stellenbosch) and completed his ACCA (Association of Chartered Certified Accountants) qualifying exams in December 2011.
He is a fully registered member of ACCA and attained his Post-graduate Diploma in Financial Planning from the University of Stellenbosch (Cum Laude). He is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
JOHAN is head of financial planning and the key individual at the George and Pretoria office, and a director of Brenthurst Wealth Management (Pty) Ltd.
Johan obtained a B.Com degree in Financial Management from the University of South Africa in 2004. Additional qualifications include two years at Lynn University in the USA where he qualified in international business.
Johan initially gained experience at Interdynamics, an Australian Risk Analyst Company. He joined Brenthurst Wealth in 2006 and completed his National Certificate in Wealth Management.
Johan is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.
BRIAN BUTCHART is Managing Director and key individual for Brenthurst Wealth.
In 2020 he was awarded as one of South Africa’s top three Relationship Managers in the SA’s Intellidex Wealth Manager and Private Banks Awards.
Brian is also responsible for compliance and operations nationally across all seven offices. He has been in the financial services industry for more than 21 years, since 1998, and has previously worked at Citadel and Magnus Heystek International.Brian is also a key individual and representative for Brenthurst Capital (Pty) Ltd and a senior member of the investment committee dealing with all investment and asset allocation decisions.
Brian is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Institute of South Africa, and is fully qualified to give advice on all investment matters.
Megan joined the Brenthurst Wealth team in March 2026 as an Administrative and Fiduciary Services Assistant at our Val de Vie Office in the Western Cape. Prior to joining Brenthurst, Megan gained three years of experience in the retail sector, where she developed management and client service skills.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Esmarelda Isaacs-Andreas joined the Brenthurst Wealth Stellenbosch office in October 2025, taking on the dual role of Receptionist and Fiduciary Administrator.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Ashley joined Brenthurst Wealth in January 2025 as Office Administrative Assistant and Receptionist for the Stellenbosch Office.
René Heystek joined Brenthurst Wealth in November 2023, as receptionist and administrative assistant in the newly established George/Garden Route office.
Michelle Heystek has built a career in the financial services over the last two decades, after obtaining her B.Com degree in Financial Management in 2005. Once she joined Brenthurst in 2006, she continued her academic journey, obtaining her Certificate in Wealth Management from INSETA in 2007, followed by a Postgraduate Diploma in Financial Planning from the University of the Free State. In 2008, she earned the Certified Financial Planner (CFP®) designation.
Anelle joined Brenthurst Wealth as a Receptionist and Administrative Assistant to Brian Butchart in the Cape Town office in December 2023. She has a wealth of knowledge from working as a liaison between Financial Advisers and clients at TMA and Absa Investment Management Services (Aims) since 1998. She obtained her B. com degree from the University of Port Elizabeth in 1997.
ADMITTED ATTORNEY | FINANCIAL PLANNER & HEAD OF BRENTHURST FOURWAYS
Sanet was appointed in April 2020, joining our Cape Town team as an Executive Administration Assistant to Renee Eagar. She has been in the financial services industry since 1990. Her previous experience includes positions at Sanlam, BJM and ABSA. She spent her last 12 years working at Alexander Forbes Private Client Wealth as a Senior Wealth Management Assistant. She has received numerous accolades over the years which include but not limited to, Alexander Forbes Client Service Excellence – Silver award in 2014,2015 and 2017. Sanet has also obtained her Certificate in Wealth Management (NQF 5) in 2012 and achieved “Best Student of the Year” from Moonstone.
Maria Smit is a Certified Financial Planner® with over 10 years of experience in the financial planning industry.
