Elmari Coetsee

Elmari is a seasoned Private Wealth Advisor. She started her career in the banking industry thirty-one years ago in various roles predominantly dealing with individual clients. She is a Certified Financial Planner (CFP) and a fellow of South Africa’s Financial Planning Institute (FPI) and is currently enrolled at FNB’s Integrated Advice Academy. Her current portfolio consists of seven-hundred clients, and she advises them on a wide range of wealth creation and wealth preservation solutions, amongst others. Her repertoire also includes integrating fiduciary structures thereby safeguarding the smooth transfer of wealth for generations to come, which reduces unnecessary leakages i.e., protection against spendthrift beneficiaries, etc. One of her strong points is building a solid rapport with clients, which creates trust and is of utmost importance when dealing with families. Her passion is advising clients and ensuring peace of mind that all financial needs are taken care of. She is a true Trusted Wealth Advisor.