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I am a Certified Financial Planner® with more than 10 years' experience in various positions in the financial planning industry.
I am also Director at SchonbergTrust Financial Brokers. My specialties are Estate Planning, Wealth- planning and management and Retirement planning for individuals as well as comprehensive business and financial planning for businesses (and I have 3 Post-Graduate Diplomas to this effect).
Philosophy ~ I believe financial advice is different for each person. Every individual or business needs a plan which caters to their specific requirements. I strive to understand my clients’ unique needs and circumstances to ensure that I provide advice that is best suited to them.
Empowering any client with the necessary knowledge and insight is something that is crucial in the way I work. The financial planning industry is a minefield of information, and it is critical that a client understands exactly why a specific solution is implemented and how that plan will benefit him or her.
SchonbergTrust is an independent financial advisory and wealth management company.
Having been established in 1985, the business is one of the best-known financial advisory practices in Cape Town. We specialise in Wealth Management for individuals and businesses, and our dedicated team of Financial Advisers (all of whom are CFP® qualified) and administrative staff have specialist knowledge in all areas of the financial planning process. This reflects directly in the service we provide to each and every client.
SchonbergTrust's category 2 investment licence shows that our investment expertise has been acknowledged by the Financial Services Board, and allows us to be more pro-active in our investment approach.
Together with SchonbergTrust, I pride myself in being an independent Wealth Manager. What this means for you as a client is that I have no inherent responsibility to any financial services company and the advice I provide is 100% independent and client-focused. The advice I provide is based on your unique circumstances and requirements, and it is not structured to fit within the restrictions of a specific financial services company.
As a group we have product and advice associations with almost all leading financial institutions.
Phone +27 (21) 914 1047
Fax +27 (86) 611 5482
Email wessel @ schon.co.za
Ground Floor, Canal Edge 1, Tyger Waterfront, Carl Cronje Ln/Dr, Bellville, 7530