Private Wealth Management
NFB Private Wealth Management East London
Anthony Godwin RFP™
Group CEO at NVest Financial Holdings Limited & Executive Director
“If you want to end up as a wave its best to start as a ripple”
Travis McClure CFP®
Director: Eastern Cape
“There is no royal road to anything. One thing at a time, all things in succession. That which grows fast, withers as rapidly. That which grows slowly, endures.”
Jaco de Beer RFP™
Director: Eastern Cape
“Nothing ever stays the same”
Nonnie Canham CFP®
Private Wealth Manager; GEPF Specialist
“No other success can compensate for failure in the home’ – David O McKay. This, to my mind, includes the fact that we should not fail our families financially.”
Rob Masters RFP™
Private Wealth Manager
“We are all here to serve one and other”
Bryan Lones FSA™
Private Wealth Manager
“Successful investing requires patience and resilience”
Khanya Dladla FSA™
Private Wealth Manager
“A good plan, violently executed now, is better than a perfect plan next week.”
Glen Wattrus CFP®
Private Wealth Manager
“Don’t let the intervening noise and events distract you from your long term investing objective”
Leona Trollip RFP™
Divisional Manager - Employee Benefits
“Committed to companies, partnering with them to improve the welfare of their employees.”
Steven Swanepoel CFP®
Private Wealth Manager
“The best time to plant a tree was 20 years ago. The second best time is now – the same applies to investing.”
Julie McDonald CFP®
Financial Advisor - Risk Assurance Specialist
“Protecting you, your family and business for life’s uncertainties.”
Zane Amos-Brown
Private Wealth Manager
“Life’s purpose is found in the service of others.”
Taryn de Villiers
Head: Operations Manager Eastern Cape
“life is not about how many times you fall down. It’s about how many times you get back up.”
Siviwe Kwatsha
Chief Information Officer of NVest Financial Holdings
“Find what you love, and let it kill you. – Charles Bukowski’s”
Brendan Connellan
Director of NVest Financial Holdings
“Anyone can hold the helm when the sea is calm”
NFB Private Wealth Management Johannesburg
Andrew Duvenage CFP®
Managing Director: JHB
“I get satisfaction from being able to get to know and understand my clients, and help articulate their needs, and find solutions for them”
Mike Estment CFP
Executive Chairman: JHB
Bringing effective, clear and simple solutions to the complex and unique needs of an advisor, family or beneficiary is what I do every day. Lots has changed in thirty four years but my principles have not.
William Higgs
Operations and Financial Director: JHB
There is time in life for anything that is a priority
Laurie Wiid CFP
Director: JHB
Financial Planning and Wealth Management are not about money. It is all about the people and the lives that depend on me to make informed decisions in managing and advising on their hard-earned savings.
N-J Maree
Supervised Representative
Transparency builds trust. Communication fosters understanding. Integrity ensures loyalty. I commit to upholding these values as your financial advisor.
Dineo Botsi
Supervised Representative
Success isn’t about how much money you make. It’s about the difference you make in people’s lives.
Daniel Wiid
Private Wealth Manager
Sometimes the answers are found in asking the right questions
Grant Magid CFP
Director: JHB
It’s not only about knowing who your client is but who & what they represent.
Thulisile Nkomo CFP
Private Wealth Manager
I am passionate about people and financial planning , so being a Financial planner gives me the opportunity to educate and empower my clients through the journey that we embark on together.
Jeremy Diviani CFP
Director: JHB
Trust and care are paramount and the foundation of my advisory process. I believe taking the time to understand my clients unique personal, business and family needs assists in providing client specific advice and vital in earning their trust, to build a long rewarding relationships.
Lydia Byrnes
Executive Assistant and Representative under supervision
Living within your means and having sound financial plans that will ensure financial stability
Geoff Shein CFP
Supervised Representative
Victory comes from finding opportunities in problems – Sun Tzu
Holly Watson
Operations Manager
The key to success is not just having a great strategy, but in executing that strategy flawlessly.
Nthabi Pako
Service Consultant
Don’t judge each day by the harvest you reap but by the seeds that you plant.
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Heather Horrocks CFP
Fiduciary and Tax Practitioner
I strive to build trusting relationships with clients and aim to provide effective solutions to serve their current and future financial requirements, while maintaining a long-term view.
Brendon Wright CFP
Private Wealth Manager
The biggest risk of all is not taking one
Jaco van Zyl CFP
Private Wealth Manager
Investing is a lot like life, consistently doing the right things will yield the desired result. Trust in process & enjoy the journey.
Trevor Crouse CFP
Private Wealth Manager
The best time to plant a tree was 20 years ago. The second-best time is now.
Andrew Locke
Director: JHB
I believe that the fundamental aim of financial planning is to leave the client in a better position to where they started. Understanding client needs and executing a plan to satisfy those needs is the core of what I do.
Tumelo Magasha
Supervised Representative
Don’t be afraid to start over again. This time you are not starting from scratch, you are starting from experience
NFB Private Wealth Management Gqeberha
Marco van Zyl CFP
Director: Gqeberha
I provide client centred holistic lifestyle financial planning to my clients. I am here to provide my clients with peace of mind.
Xolisa Funani CFP
Private Wealth Manager
I strive to give well informed and explained advice and to build long lasting relationships.
Asset Management
Leadership
Paul Marais
Managing Director and Portfolio Manager
The privilege of being entrusted with our investors’ capital is exactly that: a privilege, to be treated with all the dignity; respect and humility it deserves.
William Higgs
Operations and Financial Director: JHB
There is time in life for anything that is a priority
Andrew Duvenage CFP®
Managing Director: JHB
“I get satisfaction from being able to get to know and understand my clients, and help articulate their needs, and find solutions for them”
Anthony Godwin RFP™
Group CEO at NVest Financial Holdings Limited & Executive Director
“If you want to end up as a wave its best to start as a ripple”
The Team
Mosa Manqindi
Research Analyst
If your dreams don’t scare you, they are not big enough. – Ellen Johnson Sirleaf
Justin Boyce
Portfolio Administrator
Money is a terrible master but an excellent servant. –P.T. Barnum
Niche Lending Solutions
Leadership
Dion Ramoo CA(SA), CD(SA)
Managing Director
The foundation of success is passion, dedication, trust, open honest communication and striving to add value daily.
Anthony Godwin RFP™
Group CEO at NVest Financial Holdings Limited & Executive Director
“If you want to end up as a wave its best to start as a ripple”
The Team
Nolan Vasi
Credit Finance Specialist
The best solutions don’t come off a shelf—they’re built around your needs.
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Alex Godwin
Sales Consultant
When trying to achieve a goal, everyday it gets easier, but that’s the hard part, doing it every day. Consistency is key.
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Shawn Cole CHBP (SA)
Credit Finance Specialist
I never lose, I either win or learn.
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Jenni Mclaren
Senior Credit Administrator
Teamwork makes the dream work – a reminder that collaboration, communication, and shared commitment are key to delivering exceptional service.
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Pat McCarlie
Credit Finance Specialist
Build relationships, not just transactions, Foster a genuine interest in your client’s success and wellbeing and invest time and effort in building long-term relationships.
Insurance Brokers
Leadership
Richard Clarke
Director, specialising in commercial and corporate insurance
Your beliefs, thoughts, words and actions in the past have created this moment in your life. What you choose now to believe, think, say & do will create the next moment, day, month and year for the rest of your life
Michelle Wolmarans
Managing Director
A mistake that makes you humble is better than an achievement that makes you arrogant
Franscois De Ridder
Director, specialising in commercial and corporate insurance
Adapt to a situation and try to improve
Andrew Fiebiger
Director, specialising in commercial and corporate insurance
Humility will open more doors than arrogance ever will
Travis McClure CFP®
Director: Eastern Cape
“There is no royal road to anything. One thing at a time, all things in succession. That which grows fast, withers as rapidly. That which grows slowly, endures.”
Anthony Godwin RFP™
Group CEO at NVest Financial Holdings Limited & Executive Director
“If you want to end up as a wave its best to start as a ripple”
The Team
Heidi Frohbus
Claims Manager
No act of kindness, no matter how small is ever wasted
Jennifer Grobbelaar
Marketer, specialising in personal and commercial insurance
Be grateful for setbacks, they are opportunities for even more improvement
Debbie Bieske
Marketer, specialising in personal and commercial insurance
The task ahead of you is never greater than the strength within you
Jenny Saunders
Commercial Underwriting Manager
Strength doesn’t come from what you can do, it comes from overcoming the things you once thought you couldn’t.
Heather Barson
Personal Lines Supervisor
Outstanding people go out of their way to boost the self-esteem of others.
If people believe in themselves, it is amazing what they can accomplish.
Asset Management
Leadership
Leonie Schoeman RFP
Divisional Manager - Healthcare Advisory Services
Dedicated to you. Committed to care and service Excellence!
Healthcare Advisors East London
Juanita Niemand
Healthcare Advisor
Treating others the way I would like to be treated
Janine Nass
Healthcare Advisor
Committed to service excellence with a spirit that cares.
Healthcare Advisors Gqeberha
Nicky Sass
Healthcare Advisor
If you work hard at it first time round, you won’t have to repeat it.