Johan Malan, CFP®
Johan has 25 years’ financial services and investment experience. As a certified financial planner and with extensive investment experience, he assist his clients and their families with holistic financial planning.
His financial services career includes time with Old Mutual Fairbairn Capital where he was an Investment Specialist and as Regional Manager for Old Mutual International. Prior to joining Private Wealth Management in October 2017, he was a Wealth Manager at Absa Wealth responsible for managing the financial affairs of ultra-high net worth families.
Johan holds a BCom degree from the University of the Free State, has a Masters Certificate in Financial Markets and is a Certified Financial Planner.
Ben Smit, CFP®
Ben has been in the financial planning industry since 2014. After graduating from Stellenbosch University, he started his career at Old Mutual PFA, before moving to Private Wealth Management in 2019.
He follows a lifestyle financial planning process, focusing keenly on his clients’ needs and goals, to match them with an appropriate investment strategy. This holistic process covers all aspects of their finances and estate planning requirements.
He holds a BCom in Financial Planning, an Advanced Post-Graduate Diploma in Investment Planning and is a Certified Financial Planner.
Paul Rossouw, CFP®
Paul is a Certified Financial Planner and qualified life coach with over ten years industry experience and with a focus on wealth management.
He joined Private Wealth Management in 2019, having built his practice over the preceding years as an adviser with Old Mutual. His areas of expertise include lifestyle financial planning, local and offshore investing and estate planning.
Paul has a Bachelor of Commerce in Investment Management and a Postgraduate Diploma in Financial Planning from Stellenbosch University, as well as a Certificate in Coaching from the UCT Graduate School of Business. He holds an MBA with a focus on succession planning in wealth management organisations and is a member of the Financial Planning Institute of South Africa.
Before completing his studies at Stellenbosch University, he trained as a chef in Franschhoek and enjoys overlanding to remote places.