Position: Group CEO, Portfolio Builder & Financial Advisor.
Financial experience:
• 31 years’ experience (since 1993) in financial & estate planning, investment & retirement planning, short-term insurance, health cover, trusts and wills & investment portfolio management.
Qualifications:
• FSCA licensed.
• NQF level 5, 120 credits.
Corné the “Chief Sherpa” symbolizes the guiding force within the team, akin to Sherpas who lead mountaineers up treacherous peaks. With an innate ability to navigate through challenges and chart a course to success, Corné leads by example, providing direction and support to his colleagues and clients on their journey towards their financial goals. His expertise and more than 30 years of experience in the financial industry serves as a beacon of direction, assisting the team’s ability to overcome obstacles and reach new heights. Corné is trusted and respected for his leadership, ensuring that the team and his clients reaches their financial destinations safely and triumphantly.
(+27) 11 660 1291
Position: Office Manager.
Financial experience:
• 22 years’ managerial and administrative experience, specializing in life insurance.
Qualification:
• Matric
Riekie the “Operations Guru” is the backbone of the Heptagon team. With a keen eye for detail and exceptional organizational skills, Riekie ensures that all tasks run smoothly and efficiently. Riekie is always one step ahead, anticipating potential issues and implementing strategies to overcome them seamlessly. With her calm and composed demeanour, Riekie effectively coordinates various aspects of operations, earning the trust and respect of colleagues and clients. Whether it’s managing logistics, optimizing processes, or troubleshooting, Riekie is the go-to person for getting things done effectively and efficiently.
(+27) 11 660 1291
Position: Managing Director.
Financial experience:
• 22 years’ (since 2002) experience as Financial Advisor
Qualifications:
• UNISA (Inseta): Category B Retirement Funds
• Category C Individual Business
• Damelin: Financial Planning Products
• Basic Principles of Personal Financial Planning
• FAIS Exams: Representative Rep 5
• Key Individual Rep 1
Leslie the “Scholar” is a profound intellectual and revered for his depth of knowledge and scholarly pursuits. Leslie is deeply immersed in academia and constantly seeking to expand his understanding of various subjects. He is likely to be seen engrossed in books, research papers, or attending lectures and seminars to further his expertise. Leslie’s contributions to discussions are marked by thorough analysis, critical thinking, and a keen eye for detail. His scholarly approach enriches the team’s problem-solving endeavours, as he offers well-reasoned arguments and insightful perspectives. Leslie’s passion for learning and intellectual pursuits sets a high standard within the team, inspiring others to engage in rigorous inquiry and pursuing excellence in their endeavours.
(+27) 82 331 8366
Position: Wealth & Risk Manager.
Financial experience:
• 16 years’ experience in financial planning, wealth accumulation, pension funds, retirement & estate planning, investment advisory, business, personal & commercial insurance.
Qualification:
• NQF5 & RE1
Neels the “Committed Evolver” is a dedicated and forward-thinking member of the team who embraces change and growth with unwavering commitment. Neels is constantly striving to improve himself and the world around him. He approaches challenges with enthusiasm and resilience, viewing obstacles as opportunities for learning and development. Neels is always seeking new ways to innovate and adapt, pushing boundaries and exploring uncharted territories. His steadfast dedication to personal and professional evolution inspires those around him to embrace change and pursue their aspirations with courage and determination. Neels’s unwavering commitment to growth and progress makes him a driving force for positive transformation within the team.
(+27) 74 716 2617
Position: Financial Advisor.
Financial experience:
• 35 years’ experience in financial planning.
Qualification:
• NQF5 NLRD57608
Riaan the “Destiny Changer” is known as a visionary and catalyst for transformation within the team. Riaan inspires others and catalyse positive change in both individual lives and collective endeavours. He possesses a rare combination of leadership, insight, and empathy, empowering those around him to realize their full potential and pursue their dreams. Riaan’s influence extends beyond mere motivation; he has a profound impact on shaping the future trajectories of people and projects. Whether through mentorship, strategic guidance, or innovative ideas, Riaan has a knack for steering others towards paths of success and fulfilment, earning him the title of “Destiny Changer”.
(+27) 82 335 7604
Position: Financial Advisor Assistant.
Financial experience:
• More than 40 years’ administrative experience, specializing in life insurance for the past 24 years.
Qualification:
• Matric
Wilna the “Dedicator” embodies unwavering commitment and dedication within the team. With a steadfast resolve and tireless work ethic, Wilna consistently goes above and beyond to fulfil her responsibilities and contribute to the group’s success. Her dedication is evident in her willingness to invest time, effort, and energy into every task she undertakes, ensuring that nothing falls short of excellence. Wilna’s dedication inspires and motivates her colleagues, setting a high standard for perseverance and commitment within the team. She is a reliable and indispensable asset, driving the team forward with her passion and determination.
(+27) 82 734 5898
Position: Administrator.
Financial experience:
• 9 years’ administrative experience, specializing in short term insurance.
Qualification:
• Matric
“Thorough Ilana” epitomizes meticulousness and attention to detail within the team. With a relentless dedication to precision and accuracy, Ilana leaves no stone unturned in her pursuit of excellence. She meticulously examines every aspect of her work, ensuring that nothing escapes her scrutiny. Her commitment to thoroughness instils confidence in her colleagues, knowing that tasks entrusted to her will be executed with the utmost care and precision. Ilana’s thorough approach to her work sets a high standard for quality and reliability within the team.
(+27) 11 660 1291
Position: Financial Advisor.
Financial experience:
• 6 years’ experience in financial planning.
Qualification:
• NQF5- Wealth Management
Siya the “Brainchild” embodies innovation, creativity, and intellect within the group. He is the one who often comes up with ingenious solutions to complex problems, earning him the title of the brainchild of the team. Siya is highly intelligent, imaginative, and quick-witted. He possesses a knack for thinking outside the box and finding novel approaches to challenges. Siya’s contributions often push the team to new heights and inspire others with his visionary ideas.
(+27) 60 333 7133
Position: Financial Advisor.
Financial experience:
• 34 years’ experience (since 1990) in financial planning.
Qualifications:
• NQF 6 National Certificate in Financial Planning.
Kobus the “Surprise Package” is a dynamic individual who constantly exceeds expectations and delivers unexpected brilliance. Kobus is someone with a diverse skill set and a knack for surprising others with his talents and capabilities. Whether it is tackling new projects, mastering unfamiliar tasks, or bringing fresh ideas to the table, Kobus consistently leaves his colleagues impressed and inspired. He thrives on challenges and embraces opportunities to step out of his comfort zone, often surprising everyone with his adaptability and resourcefulness. Kobus adds an element of excitement and unpredictability to the team, making him an asset and a delightful surprise to work with.
(+27) 83 463 1650
Position: Financial Advisor.
Financial experience:
• 32 years’ experience in financial planning.
Qualification:
• RE Exams
• NQF Level 5
• 120 credits
Matt “Mr. Old School” is someone who cherishes traditional values and approaches. He values timeless principles, reliability, and often prefers conventional methods over modern trends. Matt is likely to be seen as someone with a strong sense of history, respect for traditions, and a knack for preserving what has worked well in the past. He is also the reliable and steady presence within the team, offering wisdom and stability in uncertain situations.
(+27) 82 331 9482
Position: Financial Advisor.
Financial experience:
• 19 Years Financial Advisory Experience. This includes estate planning, investment- & retirement planning, short-term insurance (personal and commercial), medical aid and medical insurance, trusts and wills.
Qualification:
• NQF Level 5 – Financial Planning
• RE 1
• RE 5
Kevin, the “Blue Bull Backer” brings both tenacity and loyalty to the team, much like his beloved Blue Bulls bring to the rugby field. Kevin’s confidence and self-assurance radiate through his professional pursuits, matched only by his dedication to supporting his team on game day. With sharp decision-making skills and an unwavering sense of integrity, Kevin leads by example, embodying the spirit of resilience and teamwork both on and off the field. He’s the steadfast supporter who rallies his team towards excellence, inspiring those around him to tackle challenges head-on and reach their shared goals with grit and determination. Kevin’s enthusiasm and commitment set the bar high, making him a true MVP in every arena he enters.
(+27) 60 612 5606