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Wynand’s passion is using his extensive experience in investments and retirement planning to coach clients through the maze of complexity and jargon in the industry and finding solutions to their financial aspirations and ambitions.

Wynand is responsible for launching and heading up the Cape Town office for Gradidge Mahura Investments, awarded as one of South Africa leading Wealth Managers. In establishing the Cape Town office Wynand was also responsible for establishing employee benefit relationships and assisted in the establishment of group arrangements in the renewable energy sector, medical profession and being appointed to provide retirement benefit counselling to one of the leading universities in Cape Town.

From an education perspective Wynand holds the following qualifications: an MBA (USB), Post Graduate Diploma in Financial Planning, Advanced Post Graduate Diploma in Investment and Estate Planning, B Tech Marketing as well as numerous leadership development courses including a leadership development program at Insead. Wynand is a registered financial planner and has completed the FAIS regulatory examinations.

Financial planning is not only about a deep technical understanding but also requires the ability to understand and map different scenarios and alternatives aligned to both the client’s life and the external environment. Wynand completed a Post Graduate Diploma in Future Studies in 2017, to further assist in developing and implementing financial plans that can withstand the test of time.

Wynand regularly comments on the financial services industry and has been invited to participate or write for: SABC, Summit TV, Moneyweb, Fin 24 (Netwerk 24), Sunday Times, Rapport, RSG, BizNews, Iol, Smile FM, Personal Finance and have presented on financial planning topics across South Africa. ynand has also been invited to present on behalf of the FPI and has contributed to their publications.

My Financial Planning journey started in 2010 with Ori-Vaal Bluestar. When I started out as a young man, I quickly realized the importance of what I’m doing when I had my first Severe illness claim. After that claim I realized why my God chose to place me in this career, not to sell a product but to protect a livelihood by serving others and to provide the best possible financial advice that I can give. I completed my Post Graduate Diploma in Financial Planning, Investments and Estate Planning. I am married and have two beautiful children; my family is everything to me and I regard my clients as family as well. It is for this reason that I will go out of my way to give them my best and always be there for them. My passion is nature and hunting, to be with friends and family around a braai and I love sports.

I am a Wealth Advisor, that help clients structure a comprehensive yet realistic financial plan to move them towards financial independence. Together with the a client, I review the process on an ongoing basis by reviewing the correct asset allocation for building a long term investment portfolio. I specialise in investment planning over a broad spectrum of local and offshore instruments including stockbroking services, unit trusts and short term deposits. I have a particular interest in the behavioral aspect of financial decision-making. I believe in facilitating productive discussions to break through the barriers that block decision-making around money matters on an individual level as well as couples and small to medium sized business entities.
https://www.linkedin.com/in/wynie-van-der-wath-cfp®-0820b26

Dr Xolile Antoni is employed by Rhodes University as a Senior Lecturer in the Department of Management. He lectures Financial Management to third year and Personal Financial Management to honours students. He is a CERTIFIED FINANCIAL PLANNER® and an expert in Personal Finance. He is a member of the Financial Planning Institute (FPI), a professional certification body for the financial planning industry in South Africa. His research interests are financial socialisation, financial literacy, money attitude and personal finance. He supervises masters and PhD students; he publishes mainly on financial socialisation and financial literacy. He uses the theory of financial socialisation as a way to improve financial literacy and financial behaviour in the Eastern Cape, South Africa.