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Meet the Team

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Hardi Swart CFP®
Managing Director
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Hugo Kloppers
Financial Planner - Risk Planning
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Anemike Swart CFP®
Wealth Advisor
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Marlie le Roux
Administrator
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Daniel Swart
Key Accounts Administrator
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Jan Botha
Executive Chairman
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George King
Associate Financial Planner
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Jeanette Harris
Head of Operations
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Petro Swart
Account Manager
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Kristin Martini
Marketing and Client Engagement
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John Swart CA(SA)
Director
Darius Geldenhuys
Head of Short-Term Insurance
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Mandi Fullard
Client Support and Events
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Charmaine Thompson
Insurance Advisor Assistant
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