MEET THE TEAM

LOUIS VAN DER MERWE, CFP® CeFT® FPSA®

  • Director

  • CERTIFIED FINANCIAL PLANNER®

  • Certified Financial Transitionist

  • Fiduciary Practitioner of South Africa

MARIUS FENWICK, CFP® CPRC

  • Director

  • CERTIFIED FINANCIAL PLANNER®

  • Certified Professional Retirement Coach

  • Financial Writer

RUDOLPH GELDENHUYS, CFP®

  • CERTIFIED FINANCIAL PLANNER®

  • 2024 Financial Planner of the Year


MIREILLE FENWICK, FSA®

  • FINANCIAL SERVICES ADVISOR®

  • Office Manager

KERRY BIRD

  • Client Service Consultant

JO VAN NIEKERK

  • Client Service Consultant

  • Financial Planner under supervision

 We subscribe to the FPI’s code of ethics and professional responsibility.
We commit to do the following:

  • Continue to place our clients interest first

  • Provide professional services with integrity

  • Provide professional services objectively

  • Be fair and reasonable in all professional relationships
    and disclose and manage conflicts of interest

  • Act in a manner that demonstrates exemplary professional conduct

  • Maintain the abilities, skills and knowledge necessary
    to provide professional services competently

  • Protect the confidentiality of all client information

  • Provide professional services diligently

  • Fulfil our professional commitments promptly and thoroughly and taking due care
    when planning, supervising and delivering professional services