Our Specialized Team
Retirement Planning
Sarah Mitchell
Senior Retirement Strategist
Specializes in pension optimization, tax-efficient withdrawal strategies, and long-term healthcare planning for retirees in South Africa.
James Ndlovu
Retirement Income Specialist
Expert in annuity planning, social security optimization, and creating sustainable income streams for retirement years.
Investment Strategy
Dr. Amanda van der Merwe
Investment Portfolio Manager
Focuses on age-appropriate asset allocation, risk management, and diversification strategies for retirement portfolios.
Michael Thompson
Market Research Analyst
Provides insights on economic trends, inflation protection strategies, and long-term market projections for retirement planning.
Financial Education
Lisa Patel
Educational Program Director
Develops comprehensive learning programs covering retirement basics, investment fundamentals, and financial literacy for all age groups.
Robert Mthembu
Workshop Facilitator
Conducts interactive workshops on budgeting, debt management, and early retirement planning strategies.
Smart Inquiry Form
Our intelligent form automatically routes your inquiry to the most qualified team member based on your specific needs and interests. This ensures you receive personalized guidance from someone who truly understands your situation.