“PLANNING IS BRINGING THE FUTURE TO THE PRESENT.”
Okkie completed his B Com Degree at the University of Stellenbosch and is a Certified Financial Planner (CFP®). He has been working as a wealth manager, advising high net worth private investors as well as corporate clients, for the past 19 years.
Okkie has a passion for people and their finances and has built his career on the effective interpretations and implementation of his client’s specific financial needs and objectives. In addition to his investment experience, he boasts extensive experience in assessing and addressing risk management solutions for individuals and businesses.
“It’s about keeping things simple but taking account of all aspects of a client’s estate, before deciding on a cost and tax-friendly solution. Every client is unique. There is no one-size-fits-all solution for our clients. Every client, whether it be an individual, business or institution, receives our best practice advice and our 100% dedication to their investment as well as short term insurance portfolio.”
He is an easy-going mountain biker, loves to fish and is a very competitive tennis player. He loves to be outdoors, playing or watching sport – the latter with a glass of quality red wine.
B Com Degree;
Post Graduate Diploma in Financial Planning;
Certified Financial Planning professional (CFP®);
Regulatory Examination: Key Individual;
Regulatory Examination: Representative.