Ruan joined the Brenthurst Wealth Team in September 2021 as an advisor/paraplanner. He currently works under the direct supervision of both Sonia Du Plessis and André Basson in our Stellenbosch office.

He obtained his BCom Financial Sciences degree at the University of Pretoria in 2018, and thereafter enrolled with CIMA (Chartered Institute for Management Accountants). He is a prospective CGMA candidate and will complete all the relevant CIMA exams. He is currently enrolled to obtained his Diploma in Investment Management at the University of the Free State.

Ruan has previously gained experience in the tax and advisory field after working at Crowe Tax and Advisory Services in Stellenbosch since January 2020, before having joined Brenthurst.

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AIDAN is a Registered Financial Practitioner™ and a registered member of the Financial Planning Institute of South Africa (FPI)

He joined Brenthurst Wealth in August 2020 and currently under the supervison of Suzean Haumann CFP®, who is head of the Tygervalley office as well as one of the company’s key individuals.

Aidan has been in the financial services industry since 2017 and has experience in various aspects of financial planning solutions such as offshore investing, foreign exchange, investment and retirement planning.

Wealth Management has always been Aidan’s career passion and he is currently studying towards obtaining a BCom Financial Planning degree, as well as his CFP®️ designation.

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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

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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).

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Tanita joined Brenthurst Wealth in October 2020 as an Assistant Financial Adviser at the Pretoria branch.

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.

Tanita is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of SA.

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SUZEAN is head of the Tygervalley office as well as 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 experience in various aspects of financial planning, focusing on investment and retirement planning. Suzean is also a qualified Foreign Exchange Consultant for the company with a wealth of knowledge in offshore investments.

Suzean joined Brenthurst Wealth in 2010 and is fully qualified to give advice on all investment matters.

STEFAN joined the Brenthurst Wealth team in November 2019 as a Financial Advisor at the Stellenbosch office. He currently works under the direct supervision of Sonia Du Plessis, Certified Financial Planner®, while also assisting all other financial advisors in Cape Town.

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 ll candidate and will, in time, pursue his studies further in order to obtain his Postgraduate Diploma in Financial Planning.

ROZANNE has been at Brenthurst since 2010 in different capacities, including as an assistant to a financial advisor, she officially re-joined in 2014 after completing her legal articles of clerkship, to head up our Fiduciary Services Department within the Gauteng region.

She is responsible for the drafting of wills, deceased estates administration and estate planning. She is an admitted Attorney and holds a BA Psychology & International Studies degree from Monash University and a LLB degree obtained from the University of South Africa (UNISA), and a further certificate in International Trust Management from STEP (Society of Trust and Estate Planners).

Rozanne is expanding her career scope to that of a Financial Advisor under the direct supervision of BWM Founder and Director, Magnus Heystek Sr. She has successfully completed the Regulatory Examination for Representatives, which enables her to furnish advice to clients on all investment-related matters. Rozanne is also currently working towards completing the Postgraduate Diploma in Financial Planning with the University of the Free State (UFS).

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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.

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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 has been in the financial services industry for 23 years since 1998 and has worked for institutions namely TMA and Investec Asset Management.

Renee obtained her Higher Certificate in Financial Markets in 2004 and was awarded the CERTIFIED FINANCIAL PLANNER® designation in 2006.

Renee is fully qualified to give advice on all investment matters.

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MARIA initially joined Brenthurst Wealth in February 2019 as an Assistant Financial Adviser and now acting as a Junior Financial Advisor role at our Pretoria offices.

She has been in the financial services industry since 2015 working as a liaison between Financial Advisers and clients assisting in all financial planning related duties. Maria obtained a BCom Economics degree from the North West University Potchefstroom Campus, she also obtained her Postgraduate Diploma in Financial Planning from the University of the Free State in 2019.

Maria 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.

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Iniel joined Brenthurst Wealth in 2020 after practicing law for six years, specialising in complex corporate and commercial related matters.

Iniel is an Admitted Attorney of the High Court of South Africa and holds a B Com (Law) and LLB degree from the University of South Africa as well as Postgraduate Diplomas in Compliance, Financial Planning and Investment Planning from the University of Johannesburg and Free State.

Iniel further holds Postgraduate Certificates in Money Laundering Control, Corporate Governance and Compliance (Cum Laude) from the University of Johannesburg. Iniel is currently enrolled at the University of South Africa for his LLM degree in Banking, Corporate Finance and Securities law.

Iniel is in the process of obtaining his CERTIFIED FINANCIAL PLANNER® designation under direct supervision of Mags L Heystek.

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GUSTAV joined Brenthurst Wealth in 2018 and is currently based in Pretoria (Gauteng) as a Junior 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.

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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.

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ARIN is based in Brenthurst Wealth’s Sandton Office and has been in the financial services industry since 2013.

He started his career with Investec, thereafter as a financial advisor under supervision at Brenthurst Wealth Management. Arin also consulted as an Investment specialist for Momentum Wealth and Wealth International, before re-joining the Brenthurst team as a Financial Advisor in 2020. Having obtained his BCom and Postgraduate Diploma in Financial Planning from the University of the Free State, he continues his passion for Financial Planning by continuously learning, challenging himself and most importantly assisting clients in taking ownership of their financial affairs and long-term wealth.

He has also successfully completed the First Level Regulatory Examination for Representatives, which enables him to furnish advice to clients on all investment-related matters.

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ANDRE 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.

Andre 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 Postgrad Diploma in Financial Planning (Cum Laude) from the University of the Free State.

He has a passion to help clients take ownership of their financial affairs, generate solutions, and grow long term wealth. He a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all investment matters.

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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.

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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.

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Charize joined the Brenthurst Wealth team in April 2021 as an Administrative Assistant to Maria Smit at our Pretoria office.

Charize manages the client administration function as well as new business and client portfolio updates. Prior to joining the Brenthurst team, Charize obtained her B.Com (Hons) in Management Accounting from UNISA and has been working in the finance industry for 9 years. She is registered with SAIPA as a Professional Accountant and Tax Practitioner.

She recently discovered an interest in investment management, and has since made the career change to join Brenthurst in order to gain more experience in the field.

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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.

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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.

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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)

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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.

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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.

Roné joined Brenthurst Wealth in March 2021 as an Administrative Assistant to Andre Basson in our newly opened Val De Vie (Paarl) office.

She matriculated at Bellville High in 2016 and obtained a Higher Diploma in Event Management at STADIO (formerly Prestige Academy). Before joining Brenthurst she gained experience as an assistant events manager at @Bulk Weddings and Events in 2019.

Roné’s vision is to learn as much as possible from the financial industry and wants to study further to obtain a financial planning qualification over time.

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Lauren joined Brenthurst Wealth in April 2021 as Receptionist and an Admin Assistant to the financial and fiduciary departments at our Stellenbosch office.

She is an experienced assistant, skilled in customer service, communication and project management.

Lauren obtained a Diploma focused in Executive Business Coaching from the University of Cape Town.

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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.

KRISTIN joined the Brenthurst Wealth team in APRIL 2020 as an Administrative Assistant to Marise Smit and Gustav Reinach at our Pretoria office.

She is an experienced administrative assistant with a demonstrated history of working in the financial services industry. Kristin has been in the industry for 3 years and completed the Regulatory Examination for Representatives (RE5) in January 2019. 

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.

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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 and Danine Van Schalkwyk at our Fourways office.

She manages client administration, which includes portfolio updates and new business. Prior to joining Brenthurst she was working for IOTA Investment Services for 17 years as an Assistant to a senior broker. Leaving IOTA she joined Global & Local Investment Advisors for 2 years performing the same role. 

Juanita Clark-Miller 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.  

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.

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.