FINWEEK, New tax laws will ‘poison’ Zuma’s relationship with workers

Kerry Landman

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.

Click here to send an email to Kerry-Jane

Yolande Butchart

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

Sanet Grobler

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 Certification in Financial Planning in 2012 and achieved Best Student of the Year from Moonstone.

Click here to send an email to Sanet

Lee Terblanché

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.

Click here to send an email to Lee

Lebanette Alexander

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.

Click here to send an email to Lebanette

Greer Bekker

GREER joined Brenthurst Wealth in 2016 as Administrative Assistant to Renee Eagar. She has been in the financial services industry since 1990.

Greer previously gained experience in her various financial and investment roles throughout her career, in New Zealand as well as in South Africa.

Click here to send an email to Greer

Ronelle Stipp

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.

Click here to send an email to Ronelle

Daleen Nortje

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.

Click here to send an email to Daleen

Sesetu Majwede

SESETU joined Brenthurst Wealth in April 2018 as a Receptionist and an Administrative Assistant to Suzean Haumann in our the Tygervalley office in Cape Town.

She matriculated in 2010 from Attwell Madala High School in the Eastern Cape. Other responsibilities include managing and secure filing of client documentation, data-systems updates and general administrative duties.

Kristin Putter

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.

Click here to send an email to Kristin

Magda Kamfer

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.

Click here to send an email to Magda

Yolandi Burger-Kloppers

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.

Click here to send an email to Yolandi

René Davel

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.

Click here to send an email to Rene

Sarah Lee Cross

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.

Click here to send an email to Sarah

Joyce Thoyhogi

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.

Click here to send an email to Joyce

Zodwa Ngwenya

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.

Click here to send an email to Zodwa

Juanita Clark-Miller

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.

Click here to send an email to Juanita

Lara Ruttenberg

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.

Click here to send an email to Lara

Busisiwe Sithole

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.

Click here to send an email to Busisiwe

Phonet Ncube

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.

Click here to send an email to Phonet

Nicci Van Heerden

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.

Click here to send an email to Nicci

Erna Maré

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.

Click here to send an email to Erna

Celeste Phakathi

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.

Click here to send an email to Celeste

Christoff Potgieter

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.

Click here to send an email to Christoff

Gavin Butchart

GAVIN joined Brenthurst Wealth in March 2007 and presently heads up our office in Mauritius, whilst still servicing our offices in South African with matters in respect to tax and accounting.

He has an Accounting Diploma and gained many years’ experience in the accounting and tax fields, whilst working at various prestigious law firms and Brenthurst Wealth.

Gavin is a registered General Tax Practitioner (SA) and a member of the South African Institute of Tax Professionals.

Click here to send an email to Gavin

Rozanne Heystek – Potgieter

WILLS, ESTATE PLANNING & DECEASED ESTATE ADMINISTRATOR

ROZANNE has been at Brenthurst since 2010 in different capacities, and then officially re-joined in 2014 after completing her 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, with a BA Psychology & International Studies degree obtained 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).

Click here to send an email to Rozanne

Malissa Anthony FPSA® (B COM, LLB)

WILLS, ESTATES, LEGAL ADVISOR AND COMPLIANCE

MALISSA joined the Brenthurst Team in July 2014, heading up our Fiduciary Services Department within the Western Cape region, and acts as our internal legal advisor and compliance officer (under supervision).

She is responsible for the drafting of wills, deceased estate administration, estate planning, and all matters of a legal, compliance and human resource nature. She is a qualified Attorney, admitted as such in the High Court of South Africa (Western Cape High Court).

Malissa has a B.Com Law degree obtained from the University of Johannesburg, an LLB degree obtained from the University of South Africa (UNISA), and a further certificate in Estate Planning obtained from Milpark. In addition to the above, she is currently studying towards successfully passing her Conveyancing & Notarial Practices Board Examinations through the Law Society of South Africa (LSSA).

Malissa also successfully passed her FISA examination focusing in 2017 which awarded her with the professional designation as a Fiduciary Practitioner of South Africa® and has also since 2018 been an accredited member of the Fiduciary Institute of South Africa (FISA).

Click here to send an email to Malissa

Tanita Conradie

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.

Click here to send an email to Tanita

Aidan Freswick

Aidan joined Brenthurst Wealth in August 2020 as a Junior Financial Planner. He is under the direct Supervision of Suzean Haumann CFP®, and is based in Brenthurst’s Tygervalley and Yacht Club offices.

Aidan was a foreign exchange consultant at Incompass Forex for 3 years, where he served the forex needs of his clients.

Wealth Management has always been Aidan’s career passion. He has completed a National Certificate in Wealth Management with Moonstone Business School, and he is currently in process of completing his BCom in Financial Planning at Milpark.

Aidan will continue to pursue his part-time studies until he completes the CFP designation.

Click here to send an email to Aidan

Rocco Van Zyl

ROCCO joined Brenthurst Wealth in August 2020 as a Junior Financial Advisor/Para Planner under the direct supervision of Magnus Heystek in 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, which enables him to furnish advice to clients on all investment-related matters.

Click here to send an email to Rocco

Jeanique Arnulphy

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.

Click here to send an email to Jeanique

Karen Munodawafa

KAREN initially joined Brenthurst in April 2016 as an Administrative Assistant and has evolved in role, currently acting as a Para Planner for Mags Heystek under his direct supervision in our Sandton office.

She has more than 7 years’ experience as a Financial Advisor Assistant dealing with administration work. Karen holds a Diploma in Marketing and Management, a Higher certificate in Financial Planning (NQF5), and an Advanced Certificate in Financial Planning (NQF6).

She further successfully completed her First Level Regulatory Examination for Representatives which enables her to furnish advice to clients (under supervision). She is currently studying towards her Postgraduate Diploma in Financial Planning from Milpark.

Click here to send an email to Karen

Stefan Janse Van Vuuren

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, while also assisting all other financial advisors in Cape Town.

He has obtained his B.Com degree in Investment Management and a B.Com (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.

Click here to send an email to Stefan

Josh Macrae

JOSH joined Brenthurst Wealth in February 2016 as an Administrative Assistant, where he assisted the Financial Planners with administrative duties that included portfolio reviews, organization, and monitoring of documentation.

Josh is a young, driven individual who is busy establishing his career in the financial planning industry. He obtained his B.Com degree in the College of Law at the University of South Africa (UNISA) and is currently studying towards completing his Postgraduate Diploma in Financial Planning through Milpark.

Josh is now employed as a Financial Advisor under the direct supervision of BWM Managing Director and CERTIFIED FINANCIAL PLANNER®, Brian Butchart.

Click here to send an email to Josh

Maria Smit

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

Click here to send an email to Maria

Arin Ruttenberg

ARIN is based in Brenthurst Wealth’s Sandton Office.

He has been in the financial services industry since 2013, having started his career with Investec Asset Management, and previously consulted as an Investment specialist for Momentum Wealth and Wealth International.

Arin obtained his BCom and Postgraduate Diploma in Financial Planning from the University of the Free State 2017. He continues his passion for Financial Planning by continuously educating and challenging himself; and, most importantly, assisting clients in taking ownership of their financial affairs and long-term wealth creation.

Click here to send an email to Arin

Gustav Reinach

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 a focus on key subjects such as Investment Management & 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.

Click here to send an email to Gustav

Leslie Greyling

LESLIE joined Brenthurst Wealth Management in 2018 as a Risk and Investment Advisor.

Leslie obtained her National Certificate in Financial Services from INSETA in 2014, specializing in Wealth Planning. She has 21 years’ experience in the financial services industry, having served 14 of those years as an Independent Financial Advisor.

She is a REGISTERED FINANCIAL PLANNER™ and a member of the Financial Planning Institute of South Africa and is fully qualified to give advice on all aspects of investments, retirement planning and life cover which includes personal and business assurance.

Click here to send an email to Leslie

Andre Basson

ANDRE joined Brenthurst Wealth in 2018 and is head of the Val de Vie Estate office. He recently ranked as one of the top three Relationship Managers in SA in the 2020 Intellidex Wealth Manager and Private Banks Awards.

Andre obtained his B.Com degree from Stellenbosch University, finishing top of his financial planning class. His postgraduate studies include a B.Com (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.

Click here to send an email to Andre

Danine Van Zyl

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.

Click here to send an email to Danine

FINWEEK, New tax laws will ‘poison’ Zuma’s relationship with workers

Recent Articles

Listen: Market Updates

Helpful Links

WILLS, ESTATE PLANNING & DECEASED ESTATE ADMINISTRATOR

WILLS, ESTATES, LEGAL ADVISOR AND COMPLIANCE