NFB Private Wealth Management Strategies | Our People

Asset Management

Leadership

Paul Marais

Managing Director and Portfolio Manager
"The privilege of being entrusted with our investors’ capital is exactly that: a privilege, to be treated with all the dignity; respect and humility it deserves."

Anthony Godwin RFP™

Group CEO at NVest Financial Holdings Limited & Executive Director
"If you want to end up as a wave its best to start as a ripple"

Gavin Ramsay

Managing Director: Eastern Cape
"Trust the numbers"

Mike Estment CFP®

Executive Chairman: JHB
"Bringing effective, clear and simple solutions to the complex and unique needs of an advisor, family or beneficiary is what I do every day. Lots has changed in thirty four years but my principles have not."

Andrew Duvenage CFP®

Managing Director: JHB
"I get satisfaction from being able to get to know and understand my clients, and help articulate their needs, and find solutions for them"
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The Team

Mosa Manqindi

Research Analyst
"If your dreams don’t scare you, they are not big enough. – Ellen Johnson Sirleaf "

Justin Boyce

Portfolio Administrator
"Money is a terrible master but an excellent servant. –P.T. Barnum "

Niche Lending Solutions

Leadership

Dion Ramoo CA(SA), CD(SA)

Managing Director
"The foundation of success is passion, dedication, trust, open honest communication and striving to add value daily. "

Anthony Godwin RFP™

Group CEO at NVest Financial Holdings Limited & Executive Director
"If you want to end up as a wave its best to start as a ripple"
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The Team

Pat McCarlie

Credit Finance Specialist
"Build relationships, not just transactions, Foster a genuine interest in your client's success and wellbeing and invest time and effort in building long-term relationships. "

Jenni Mclaren

Senior Credit Administrator
"When trying to achieve a goal, everyday it gets easier, but that’s the hard part, doing it every day. Consistency is key. "

Nolan Vasi

Credit Finance Specialist
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Shawn Cole CHBP (SA)

Credit Finance Specialist
"I never lose, I either win or learn. "

Alex Godwin

Sales Consultant
"When trying to achieve a goal, everyday it gets easier, but that’s the hard part, doing it every day. Consistency is key. "

Insurance Brokers

Leadership

Michelle Wolmarans

Managing Director
"A mistake that makes you humble is better than an achievement that makes you arrogant"

Richard Clarke

Director, specialising in commercial and corporate insurance
"Your beliefs, thoughts, words and actions in the past have created this moment in your life. What you choose now to believe, think, say & do will create the next moment, day, month and year for the rest of your life"

Franscois De Ridder

Director, specialising in commercial and corporate insurance
"Adapt to a situation and try to improve"

Andrew Fiebiger

Director, specialising in commercial and corporate insurance
"Humility will open more doors than arrogance ever will"

Travis McClure CFP®

Director: Eastern Cape
"There is no royal road to anything. One thing at a time, all things in succession. That which grows fast, withers as rapidly. That which grows slowly, endures."

Anthony Godwin RFP™

Group CEO at NVest Financial Holdings Limited & Executive Director
"If you want to end up as a wave its best to start as a ripple"
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The Team

Jennifer Grobbelaar

Marketer, specialising in personal and commercial insurance
"Be grateful for setbacks, they are opportunities for even more improvement"

Melany Annandale

Marketer, specialising in commercial and corporate insurance
"Nothing is impossible, the sky is the limit, all you need to do is believe in yourself!"

Jenny Saunders

Commercial Underwriting Manager
"Strength doesn’t come from what you can do, it comes from overcoming the things you once thought you couldn’t. "

Heather Barson

Personal Lines Supervisor
"Outstanding people go out of their way to boost the self-esteem of others. If people believe in themselves, it is amazing what they can accomplish. "

Debbie Bieske

Marketer, specialising in personal and commercial insurance
"The task ahead of you is never greater than the strength within you"

Heidi Frohbus

Claims Manager
"No act of kindness, no matter how small is ever wasted"

Health Care Advisory

Leadership

Leonie Schoeman RFP

Divisional Manager - Healthcare Advisory Services
"Dedicated to you. Committed to care and service Excellence!"
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Healthcare Advisors East London

Healthcare Advisors Gqeberha

Juanita Niemand

Healthcare Advisor
"Treating others the way I would like to be treated"

Janine Nass

Healthcare Advisor
"Committed to service excellence with a spirit that cares."

Nicky Sass

Healthcare Advisor
"If you work hard at it first time round, you won’t have to repeat it."

Private Wealth Management

 

NFB Private Wealth Management East London

Anthony Godwin RFP™

Group CEO at NVest Financial Holdings Limited & Executive Director
"If you want to end up as a wave its best to start as a ripple"

Gavin Ramsay

Managing Director: Eastern Cape
"Trust the numbers"

Philip Bartlett CFP®

Director: Eastern Cape
"Consistency Compounds"

Travis McClure CFP®

Director: Eastern Cape
"There is no royal road to anything. One thing at a time, all things in succession. That which grows fast, withers as rapidly. That which grows slowly, endures."

Nonnie Canham CFP®

Private Wealth Manager; GEPF Specialist
"No other success can compensate for failure in the home’ – David O McKay. This, to my mind, includes the fact that we should not fail our families financially."

Rob Masters RFP™

Private Wealth Manager
"We are all here to serve one and other"

Bryan Lones FSA™

Private Wealth Manager
"Successful investing requires patience and resilience"

Jaco de Beer RFP™ 

Private Wealth Manager
"Nothing ever stays the same"

Khanya Dladla FSA™ 

Private Wealth Manager
"A good plan, violently executed now, is better than a perfect plan next week."

Glen Wattrus CFP®

Private Wealth Manager
"Don’t let the intervening noise and events distract you from your long term investing objective"
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Leona Trollip RFP™

Divisional Manager - Employee Benefits
"Committed to companies, partnering with them to improve the welfare of their employees."

Steven Swanepoel CFP®

Private Wealth Manager
"The best time to plant a tree was 20 years ago. The second best time is now - the same applies to investing."

Taryn de Villiers

Head: Operations Manager Eastern Cape
"life is not about how many times you fall down. It's about how many times you get back up."

Siviwe Kwatsha

Chief Information Officer of NVest Financial Holdings
"Find what you love, and let it kill you. - Charles Bukowski’s"

Julie Mc Donald CFP®

Financial Advisor - Risk Assurance Specialist
"Protecting you, your family and business for life’s uncertainties."

Zane Amos-Brown

Private Wealth Manager
"Life’s purpose is found in the service of others."

Brendan Connellan

Director of NVest Financial Holdings
"Anyone can hold the helm when the sea is calm"

 

NFB Private Wealth Management Johannesburg

Andrew Duvenage CFP®

Managing Director: JHB
"I get satisfaction from being able to get to know and understand my clients, and help articulate their needs, and find solutions for them"

Grant Magid CFP®

Director: JHB
"It's not only about knowing who your client is but who & what they represent."

Mike Estment CFP®

Executive Chairman: JHB
"Bringing effective, clear and simple solutions to the complex and unique needs of an advisor, family or beneficiary is what I do every day. Lots has changed in thirty four years but my principles have not."

Laurie Wiid CFP®

Director: JHB
"Financial Planning and Wealth Management are not about money. It is all about the people and the lives that depend on me to make informed decisions in managing and advising on their hard-earned savings. "

Jeremy Diviani CFP®

Director: JHB
"Trust and care are paramount and the foundation of my advisory process. I believe taking the time to understand my clients unique personal, business and family needs assists in providing client specific advice and vital in earning their trust, to build a long rewarding relationships."

William Higgs

Operations and Financial Director: JHB
"There is time in life for anything that is a priority"

Thulisile Nkomo CFP®

Private Wealth Manager
"I am passionate about people and financial planning , so being a Financial planner gives me the opportunity to educate and empower my clients through the journey that we embark on together."

Trevor Crouse CFP®

Private Wealth Manager
"The best time to plant a tree was 20 years ago. The second-best time is now."

Andrew Locke

Private Wealth Manager
"I believe that the fundamental aim of financial planning is to leave the client in a better position to where they started. Understanding client needs and executing a plan to satisfy those needs is the core of what I do."

Brendon Wright CFP®

Private Wealth Manager
"The biggest risk of all is not taking one"
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Tumelo Magasha

Supervised Representative
"Don’t be afraid to start over again. This time you are not starting from scratch, you are starting from experience"

Jaco van Zyl CFP®

Private Wealth Manager
"Investing is a lot like life, consistently doing the right things will yield the desired result. Trust in process & enjoy the journey. "

Lydia Byrnes

Executive Assistant and Representative under supervision
"Living within your means and having sound financial plans that will ensure financial stability"

Jonathan Braans CFP®

Private Wealth Manager
"The way to get started is to quit talking and begin doing."

Dineo Botsi

Supervised Representative
"Success isn’t about how much money you make. It’s about the difference you make in people’s lives."

Heather Horrocks CFP®

Fiduciary and Tax Practitioner
"I strive to build trusting relationships with clients and aim to provide effective solutions to serve their current and future financial requirements, while maintaining a long-term view."

Geoff Shein CFP®

Supervised Representative
"Victory comes from finding opportunities in problems – Sun Tzu "

N-J Maree  

Supervised Representative
"Transparency builds trust. Communication fosters understanding. Integrity ensures loyalty. I commit to upholding these values as your financial advisor."

Holly Watson

Operations Manager
"The key to success is not just having a great strategy, but in executing that strategy flawlessly."

Nthabi Pako 

Service Consultant
"Don’t judge each day by the harvest you reap but by the seeds that you plant."

 

NFB Private Wealth Management Gqeberha

Marco van Zyl CFP®

Director: Gqeberha
"I provide client centred holistic lifestyle financial planning to my clients. I am here to provide my clients with peace of mind."

Xolisa Funani CFP®

Private Wealth Manager
"I strive to give well informed and explained advice and to build long lasting relationships."
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