Our Purpose

We successfully transition and retain valuable client relationships acquired from Financial Planners who exit the industry. We also assist Financial Planners to formulate a succession strategy, including an initial valuation of their business and continuity planning for exit/retirement. Any information shared with us is confidential.

Practice Transition Experience

Each practice is unique and we have extensive experience onboarding different types of financial planning practices/businesses. The transition process focuses on the clients in order to build good relationship with them, supported by superior service levels delivered by our administrative team.

Client Centricity

Our culture of caring and service excellence is embedded in our work and our clients are at the centre of everything we do. This approach makes us your partner of choice. When you partner with us, we become the custodians of your business and ensure that your clients are in good hands. We will also identify a successor who shares your advice philosophy and places the same value on client centricity.

Support for the Transition and Beyond

Who can I contact?

If you are ready to explore your exit and retirement options, please contact Barend Thompson, Regional Executive of the Succession Team on cell phone number: 082 882 0634 or e-mail: bthompson@privatewealth.co.za for an introductory consultation. We look forward to partnering with you to formulate a clear strategy for your retirement and/or exit from the industry.

Financial Planning Team

This team will ensure that we successfully transition your business and retain your valuable client relationships.

Spencer Marshall
Financial Planner
Certificate in Financial Planning (Damelin)
Bryanston
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Chris Grobler, CFP®
Financial Planner
PGDip (Financial Planning)
Bryanston
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Tielman Roos, CFP®
Financial Planner
B.Proc, PGDip (Financial Planning)
Pretoria
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Lourens Engelbrecht
Financial Planner
Certificate in Financial Planning
George
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Client Service Support Team

This team provides client service and support during the transition process and is an extension of the financial planning team. During the transition process, your clients will liaise with this team. They also manage new and existing business processing requests, including annual reviews, and ensure that we meet compliance requirements. Their goal is to provide industry-leading service and to exceed clients’ expectations.

Val Bezuidenhout
Client Service and Experience

Val resolves all service-related queries or queries relating to financial products we manage. She is also responsible for client events and communication.

Contact Details:

Tel: +27 (0)11 685 7453
E-mail: pwmcorporate@privatewealth.co.za

Elna De Beer
Business Processing and Administration

Elna manages completed application documentation and ensures that we meet compliance requirements. She will follow up with Product Providers on all outstanding business requirements and service requests until fully completed.

She manages and processes client instructions relating to intermediary appointments, letters of consent, regulatory disclosures, claims, benefit payments, disinvestments, withdrawals, surrenders, policy loans, maturities, and investment fund switches as well as changes to policy information, beneficiaries, banking details and address changes.

Contact Details:

Tel: +27 (0)11 685 7452
E-mail: pwmcorporate@privatewealth.co.za

Trudi Pienaar
Business Processing and Administration

Trudi manages completed application documentation and ensures that we meet compliance requirements. She will follow up with Product Providers on all outstanding business requirements and service requests until fully completed.

She manages and processes client instructions relating to intermediary appointments, letters of consent, regulatory disclosures, claims, benefit payments, disinvestments, withdrawals, surrenders, policy loans, maturities, and investment fund switches as well as changes to policy information, beneficiaries, banking details and address changes.

Contact Details:

Tel: +27 (0)12 366 1112
E-mail: pwmcorporate@privatewealth.co.za

Mahlatse Kekana
Client Review & Preparation

Mahlatse is responsible for the annual review process. This includes preparing meeting packs, pre-review documents, formal review and supporting documents, sourcing of portfolio information from product providers and preparing policy schedules. She liaises with our admin team to ensure service levels are maintained and those priorities and deadlines are always adhered to.

Contact Details: 

Tel: +27 (0)11 685 7454
E-mail: pwmcorporate@privatewealth.co.za

Lee-Anne Molzen
Client Review & Paraplanning

Lee-Anne works with our financial planning team and is responsible for analysing financial data using our holistic lifestyle financial planning advice model and tools to create suitable solutions to match clients’ needs and goals.

She uses financial advice principles and complex tax calculations to analyse a client’s financial position and find opportunities for additional or enhanced solutions highlighted in the lifestyle financial advice plan. She stays up to date on the latest industry developments and legislation.

Contact Details:

Tel: +27 (0)44 803 1200 
E-mail:
pwmcorporate@privatewealth.co.za

Lee-Ann Marx, CFP®
Client Review & Paraplanning

Lee-Ann is a CERTIFIED FINANCIAL PLANNER® professional and a member of the FPI. She works with our financial planning team and is responsible for analysing financial data using our holistic lifestyle financial planning advice model and tools to create suitable solutions to match clients’ needs and goals.

Lee-Ann uses financial advice principles and complex tax calculations to analyse a client’s financial position and find opportunities for additional or enhanced solutions highlighted in the lifestyle financial advice plan. She stays up to date on the latest industry developments and legislation.

Contact Details:

Tel:+27 (0)79 516 8883
E-mail:
pwmcorporate@privatewealth.co.za

Contact Barend Thompson for more information:

Cell phone number: 082 882 0634

E-mail: bthompson@privatewealth.co.za