The key to achieving results is based on a team that functions to the best of their abilities. We are equipped with a pool of highly motivated, talented and qualified individuals ready to assist you in every aspect of your financial journey, whether it be planning for your future or advise on making the right decisions to ensure that you and your family’s future wealth is secured.
MEET OUR TEAM
MARK BINGHAM – Key Individual and Financial Advisor
Mark’s belief is that the leader of any organisation can only be as successful as the team within that organisation. He has accumulated 18 years Financial Services Industry experience and has owned his own brokerage for the past 11 years. He now believes that the company’s new structure and staff compliment are the best available to assist you with managing your financial portfolio and growing your wealth to ensure you and your family’s future wealth is secured.
ELODIE LAWRENZ – Operations Manager
Elodie has a wealth of industry knowledge and has joined our brokerage to manage our client administration and financial planning services. Elodie has 28 years of industry experience gained with two of South Africa’s largest financial institutions, namely Liberty Life and Sanlam.
LLEWELLYN PRETORIUS – Financial Advisor
Llewellyn joins our brokerage bringing his financial planning expertise gained over the last 6 years from Quattro Finance, which is part of the Momentum Financial Services Group. He takes a keen interest in economics and investment markets with a specific focus on portfolio performance.
SAMANTHA BINGHAM – Quality Control
Samantha has 25 years of experience in the financial services industry. She is responsible for compliance monitoring, client communication and ensures that the brokerages highest professional standards are maintained.
ISABEL DU TOIT AND MARTHA DILLON – Client Relationship Managers
Martha and Isabel have worked closely with the late Paddy Blount and Mark Bingham over the years. Combined they share 35 years financial services industry experience and together they will ensure that our clients receive the best administration services and personal attention required.
JULIE PILAY – Healthcare Specialist
Julie will be responsible for assisting our healthcare clients with administration and claims. Her experience and knowledge gained over the last 8 years within this industry will prove invaluable to our healthcare clients.
ROXANNE CLOETE – Administration
Roxanne is responsible for our client’s policy servicing amendments and general administration. Her attention to detail will ensure that going the extra mile to resolve our client queries will enhance our customer’s experience.
SHAMLA NAIDOO – Compliance Officer
Shamla is our independent Masthead Compliance Officer who ensures that we meet the regulations and requirements set out by the Financial Services Board, in line with the FAIS Act.
DAVE COOKE – Corporate Benefits
Dave is the most experienced member of the team having over 40 years corporate benefits experience. He assists our corporate clients with pension and provident fund advice.
Risk: Life Cover, Disability Cover, Income Protection, Critical Illness, Estate Planning, Wills
Investments: Investment Planning, Education Savings Plan, Offshore Investments, Share Portfolios
Corporate: Pension Funds & Provident Funds for Groups, Business Assurance, Key Man Assurance, Buy & Sell Policies
Health Care: Medical Aid, GAP Cover