Lourens has almost 27 years’ experience in the financial services industry. As a Financial Planner, he engages with his clients based on three fundamental values – respect for others, respect for yourself and respect for money. As many of his clients are already retired, his focus is predominantly on retirement planning and local and offshore investments.
He started his career as a Financial Planner with Old Mutual Pretoria in 1994. He held various management positions there before joining Momentum in 2006 as a Regional Manager, relocating to Mossel Bay in 2008. Lourens joined Private Wealth Management as a manager in George in 2013 and became a Financial Planner in 2017. He has received several management and financial planner awards throughout his career.
Lourens has a Certificate in Financial Planning. He is currently participating in a Coaching Programme, which he will use to support his clients to make informed financial decisions, live a more secure life and plan better for their financial future.