Bernhard Visser, CFP®
Bernhard has 27 years’ experience in the financial services industry. He creates customised financial plans for his clients to grow and protect their wealth with a focus on retirement, estate planning and offshore investing. His clients appreciate that money is only a means to support a desired lifestyle and that life is about the journey. He is passionate about trust-based relationships, founded on mutual respect. His practice’s unique planning process is supported by professional and dedicated staff, constant innovation, cutting-edge technology and industry-leading expertise.
Following in his father’s footsteps after 35 years in the industry, he started his financial planning career with Old Mutual in January 1998. In 1999, he was seconded to Nedbank Financial Planning where he looked after private banking clients. In 2011 he moved back to Old Mutual finally moving to Private Wealth Management in early 2020 after making a strategic decision to not only represent one brand. Bernhard has racked up several accolades during his career. He was nominated as Nedbank’s financial planner of the year in 2007 and more recently ranked second in the 2018 National Old Mutual Practice of the Year competition.
Bernhard holds a BCom (Economics) degree and a Masters in Business Administration from North-West University, a Postgraduate diploma in financial planning and an Advanced Postgraduate diploma in financial planning (Investment Planning). He is a member of the Financial Planning Institute and is a Certified Financial Planner.
Ezelle Keyter
Ezelle has eight years’ experience in the financial services industry and takes great pride in helping her clients to plan their finances for the future and reach their financial goals.
She has a BCom Economics and Risk Management degree from the North-West University in Potchefstroom and a postgraduate diploma in Financial Planning.
Ezelle started her career in November 2015 at Sanlam and joined Visser Gryzenhout and Associates as a paraplanner in 2019. The company joined Private Wealth Management in 2020.
Family is important to Ezelle and she enjoys exploring and embarking on new adventures.
Kyle Janse van Rensburg, CFP®
Kyle joined Private Wealth Management, Cape Town as an intern in March 2022. After spending a year at the Cape Town branch, he moved back to his hometown to join the Rustenburg team where he works closely under the mentorship of Bernhard Visser. After passing the FPI board exam in 2023, he now works as an Associate Financial Planner. Kyle enjoys analysing complex financial information and identifying investment opportunities as part of a comprehensive financial plan to help clients turn their financial dreams into reality.
He has a BCom Investment Management degree from Stellenbosch University and a postgraduate diploma in Financial Planning from the Stellenbosch Business School.
Kyle leads a balanced life and enjoys regular exercise, playing golf, fishing and hunting. He also coaches young and upcoming athletes at a local athletic club.
Bervico Wealth Custodians (Pty) Ltd (Reg no: 2025 /806995/ 07) is a juristic representative of Private Wealth Management (Pty) Ltd (FSP No: 50787) | Reg no: 2019/470597/07. Private Wealth Management (Pty) Ltd is an authorised Financial Services Provider.