Professional Expertise
André Oosthuizen is passionate about helping clients achieve their financial goals. With a background in banking, he transitioned to financial planning to make a more personal impact on people's lives. He's known for his integrity, leadership, and dedication to his clients’ success. With his NQF Level 5 qualification, he brings extensive experience in financial services, relationship management, teamwork, and problem-solving. He continuously enhances his skills to stay ahead of industry trends through seminars and conferences.
Client relationships
André believes in building strong relationships with his clients. He focuses on providing comprehensive financial planning solutions, not just selling products. He takes the time to understand clients’ unique situations, from immediate needs to long-term retirement goals. André prioritises striking a balance between adequate protection and over-insurance, ensuring clients feel financially secure. He's proactive in solving problems and addressing concerns promptly.
Personal Life
Outside of work, André is a family man with a deep-rooted faith that guides his values. He enjoys spending time with his wife, Marietjie, their three children, and five grandchildren. When he's not helping clients, you might find him golfing, hunting, or socialising with friends. André's favourite quote reflects his relationship with God: "Character is not what people say about you; it is what God knows about you."
Professional Expertise
Marietjie Oosthuizen has accumulated over 44 years of diverse experience, beginning her career in the South African Police Service before transitioning into HR and executive support roles across various industries. Currently serving as the COO at Veridium Capital, Marietjie manages HR matters, commissions, and oversees Xero Accounting operations. Known for her reliability and honesty, she ensures tasks are completed promptly and efficiently.
Commitment to Company Values
Marietjie prioritises the best interests of clients and employees alike. In her role as Office Manager, she maintains operational efficiency and fosters a positive work environment, which contributes to the company's success.
Personal Life
Outside of work, Marietjie enjoys road trips across South Africa with her husband, spending quality time with her family, and pursuing hobbies like watching TV and doing diamond dots. Her favourite quote is, "O my siel / Gaan heen."
Professional Expertise
Kobus Jacobs, known for his loyalty, generosity, and kindness, has a decade of experience in wealth management. He holds an NQF 5 qualification in Wealth Management, which forms the foundation of his personalised approach to financial advisory. Kobus stays updated with industry trends through social media and direct communications, ensuring his advice remains practical and relevant.
Client relationships
A highlight in Kobus' career has been supporting clients during challenging times, such as assisting families who had no financial provisions in place before a sudden death. He is committed to making a meaningful difference in the lives of people and is always readily available to assist his clients, ensuring they receive the support and attention they deserve.
Personal Life
Outside of work, Kobus enjoys playing golf and cherishing quality time with loved ones. He is a proud dad to a son and daughter. Inspired by his parents' work ethic, he values diligence and responsibility, which guide his professional and personal endeavours. His favourite quote is "Don’t react, rather respond.”
Professional Expertise
With over 18 years of experience in financial services, Deon de Villiers specialises in risk planning, business insurance, wealth management, and group schemes. His career highlights include elite performance recognition at Momentum and receiving the International Quality Award from LIMRA. He pursued his education in financial planning in Potchefstroom and holds qualifications in Wealth Management and Marketing Management. Deon stays updated with market trends through continuous learning and attending seminars, ensuring his clients benefit from informed financial advice.
Client relationships
Deon's approach to financial advising revolves around understanding his clients' individual needs and crafting tailored strategies. He believes in the power of disciplined budgeting to achieve long-term financial goals. His most fulfilling moments come from seeing clients' financial situations improve and receiving gratitude for making a positive impact in their lives.
Personal Life
Deon is a dedicated family man with roots in Witbank, Mpumalanga. Outside of work, he enjoys hunting, gym workouts, and coaching rugby at his sons' school. He values honesty, hard work, and staying grounded, inspired by his father's teachings.
Professional Expertise
Marietjie brings over 25 years of experience in the financial services industry, marked by integrity, loyalty, trustworthiness, and responsibility. With a qualification as an NQF 5 Financial Adviser, she excels in communication and problem-solving skills, ensuring effective support in office operations.
Client relationships
Marietjie feels fulfilled when clients appreciate her service and the relationships she builds with them. Her commitment to exceeding client expectations is evident in her proactive approach to understanding their needs and delivering personalised support.
Personal Life
Beyond her professional life, Marietjie finds fulfilment in her family, comprising her husband of 22 years and two teenage children. She values friendships deeply and considers her friends as chosen family members. Her interests span from reading to travelling, and she is always seeking moments to enjoy with loved ones.
Professional Expertise
Joey is known for her friendliness, reliability, loyalty, passion, empathy, and encouraging nature. With approximately 30 years of work experience, Joey brings a wealth of knowledge and a strong foundation rooted in Christian values, promoting positivity, peace, and harmony in all interactions.
Client relationships
Joey finds fulfilment in assisting clients through challenges, providing support, and maintaining regular communication to keep them informed about relevant changes in the financial services landscape.
Personal Life
Outside of work, Joey enjoys activities like going to the gym, reading, dancing, and finding relaxation at home. Joey's favourite quote, "Vision without passion is a picture without possibilities," reflects a deep belief in the importance of combining foresight with dedication.
Connect with our team today to start your journey towards a secure financial future.