Mark Williams – Wealth Manager

profile mark 200x300Having completed a B.Comm (Hons) degree from Stellenbosch University Mark began his career in Jan 1995 as a financial adviser with Old Mutual Somerset West where he spent the next 9 years growing his client base as an Old Mutual Representative and District Manager.

During this time Mark qualified as a Certified Financial Planner CFP ®, completed his Master’s degree as well as an Advanced Postgrad Diploma in Financial Planning and Postgrad Diploma in Tax Law.

In January 2004 Mark resigned from Old Mutual to start his own independent financial advice business specialising in investment and retirement planning, which includes tax and estate planning services.

Mark is the investment advisor for and behalf of the business. His passion for investing is best described as being that of a career investor. Not only does he have 21 years of experience and knowledge of the industry, but also the qualifications.

  • Master in Commerce (Business Management) (Mcomm)
  • Certified Financial Planner (CFP®)
  • Advanced Postgraduate Diploma in Financial Planning
  • Postgraduate Diploma in Tax Law (PgDTL)

 

Vanessa Williams – Operations Management – Hons B.Econ

profile van 200x300Vanessa is co-owner of the business and has worked with Mark from inception. As any business requires, she has had to take on every possible role in the business, from “lacky” to management whilst also running a short-term insurance practise. The business grew fast and so also the desire to offer a more bespoke service to the clients focusing on investment business only. The decision was taken in 2011 to sell the short-term practise which freed up administrative constraints resulting in a more streamlined business.

Vanessa’s experience in the industry makes her a competent operations manager, taking responsibility for business processes, compliance, HR, finances and day to day needs of the business.

 

The practice has had the good fortune of acquiring two very special support staff.
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Martie Blignaut – Client Relationship Manager

profile marti 200x300Martie was born and raised in Klerksdorp where she spent 20 years working for Anglo Gold Ashanti. Fortunately, she came to her senses and re-located to the Cape and has been with us for the past six years. Having no previous experience in the investment industry she completely immersed herself in the new position and has become indispensable to the business. Her enthusiasm and pleasant nature complements a very capable and efficient administrator who regularly exceeds client’s expectations.  Martie has a creative side and in her free time she designs and makes beautiful crafts. If she is not doing that, she is holding on tight to her husband whilst on their 1600HP motorbike exploring the countryside.

 

Lee-Handre Van der Merwe– Client Relationship Manager

profile leeHandre 200x300Lee-Handre was born and bred in Kimberly and via her career found her way to the Cape where she joined a medical practice in Stellenbosch for six years. Her need for growth and a new career landed her with us, and she has become a huge asset over the past five years. Her diligence, sense of responsibility and commitment to her work is what stands her apart as a very capable and efficient administrator who regularly exceeds client’s expectations.  How well she managed to tackle a new career whilst also studying part-time as a single mom with two demanding children is evidence of her commitment and ability.