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Meet The Team

The Team

Both our advice team and our technical support team are here to assist you in your financial endeavours. Trust our experience and dedication as we work under one of the largest and most trusted financial service providers in Africa, Old Mutual Limited.

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Sean van Zyl, CFP®

Certified Financial Planner/Principal

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Kenneth Zaal

Associate

Keith

Keith Robinson, CFP®

Certified Financial Planner​

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Chad Newman

Associate

Mike

Mike Feldtman

Associate/ Established Financial Adviser

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Nathan Uys

Para-planner

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Timeka Cornelius

Administrator

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Elsebe

Elsebe Feldtman

Office Manager/ Personal Assistant

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Jodie-Leigh Ohlsson

Personal Assistant

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Our Commitment to You

We will:

  • Strive to acquire and maintain a thorough understanding of your financial goals.

  • Stay abreast of the changes and trends in the financial services industry and how this could affect you.

  • Update your financial information on a regular basis to ensure that it remains current.

  • Explain the implications of all the financial planning strategies recommended and answer any questions you may have.

  • Update you as and when relevant through appropriate means.

  • Meet with you regularly to review whether you remain on track to achieving your financial goals.

  • Resolve queries and questions at point of contact.

  • Treat you with respect and professionalism.

Contact Us

Reach out to us for more information about the services we provide and what we can do for you.

GET IN TOUCH
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