I am a dedicated and experienced financial planning professional with a passion for helping clients achieve their financial goals. As a second-generation Executive Financial Advisor with Old Mutual, I bring a unique understanding of the financial needs of families and business owners. I have been providing goal-oriented financial planning services for over 16 years and am a Certified Financial Planner (CFP®) with a postgraduate diploma in financial planning.
At Van Wyk & Associates, we believe in building strong relationships and providing personalized service with a “Small Town Feel, Big City Skill” ethos. For nearly 30 years, we’ve been a cornerstone of the eastern-cape community. Our strategically located offices, from Fort Beaufort to Jeffreys Bay, allow us to connect with clients where they are. This local presence, combined with our commitment to excellence, has earned us recognition such as the Old Mutual Practice of the Year and Advice Best Practice 2022 awards.
My core competencies include developing customized financial solutions, advising on environmental, social, and governance (ESG) issues, and building long-term relationships with clients. I have a deep understanding of the needs of business owners and families, and provide a personal touch that is often missing in larger firms.
Experience and Expertise
16 years as an Executive Financial Advisor with Old Mutual
Certified Financial Planner (CFP®)
Postgraduate Diploma in Financial Planning
Certificate in Global ESG Professional
Vice President in the Old Mutual Club 51
Regional Top 25 Adviser Awards in 2020 and 2021
Community Involvement
I am actively involved in my community and serve on numerous boards, helping to drive impactful change. I am a member of the Round Table in the Eastern Province and am passionate about community upliftment and professional skill development.
