Mike is an MBA graduate and a CFP® professional.

He has an advanced post graduate diploma in financial planning (employee benefits) from the University of the Free State.

Mike also obtained an advanced diploma in estate planning and trust administration from the UFS and is now FPSA® certified (Fiduciary Practitioner of South Africa) with the Fiduciary Institute of South Africa.

Mike has been in the financial service industry since 1990. He specialises in retirement planning, investment planning and fiduciary services, while his business interests extend into the field of employee benefits.

Mike serves on employer retirement fund management committees and as a trustee on pension and provident funds. He is also the appointed principal officer for an umbrella provident fund.

Mike works in the Gauteng as well as the Southern and Western Cape areas.

Boerie began his career in the financial industry in 2010.

After achieving his Certified Financial Planner® status, he furthered his studies and completed a post graduate diploma in financial planning (CFP®) at the University of the Free State.

His areas of expertise include investment strategy, risk insurance, estate planning, and pre and post retirement planning. With his holistic approach to financial coaching and planning, Boerie has a passion for helping clients navigate the ever-changing environment of personal financial planning.

He is a member of the FPI.

Boerie works in Gauteng and Northern Gauteng area.

Lawrence started his professional career after obtaining his BCom and BCompt honours (CTA) degrees in the early 1980s.

Lawrence has been in the financial services industry since 1984. In 2002 he was appointed executive director and COO of ABSA Investment Management Services. He specialises in expert financial planning, retirement planning, estate planning, business planning, personal financial planning, asset consulting and benefit consulting.

He completed his post graduate diploma in financial planning (CFP®) at the University of the Free State.

Kelly started her career in financial administration, with a large linked investment service provider, after completing her BCom and BCom Hons at University of Johannesburg (RAU).

She progressed through the financial administration roles and was responsible for system and financial product training before moving into a full time financial planning role.

Kelly has been in the financial planning role since 2012. She provides holistic advice covering financial planning, retirement planning, estate planning, business planning, risk benefits, medical aid and gap cover.

Kelly completed her post graduate diploma in financial planning (CFP®) at the University of the Free State.

She is a Certified Financial Planner and member of the FPI.

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