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I am a young Certified Financial Planner (CFP) professional living in the beautiful Garden Route town of George. Currently, I am employed by AlexForbes and serving clients from Plettenberg Bay all the way to Mossel Bay. I am passionate about the financial industry and helping people achieve their retirement goals through various wealth management techniques. As someone who grew up in a small town in the free-state, I personally experienced that there is no such thing as getting rich quick, but rather working hard, supporting your family, sticking to a long-term strategy, and seeing your hard-earned money work for you after a lifetime of making good decisions.

I see financial planning as my true calling in life, rather than just another job or career. The biggest pleasure that I can gain is seeing the difference I can make in someone’s life by guiding them on their path to true personal happiness.

As a dedicated Financial Planner with over a decade of experience, I specialize in creating personalized financial strategies that address the unique needs of each client. My commitment to continuous education in the financial sector and my passion for helping individuals and families achieve their financial goals have been the cornerstone of my career. With a strong background in Estate planning, wealth management, retirement planning, and investment strategies, I empower my clients to make informed decisions for a secure financial future.

Zandria started her career at PSG Wealth Management Namibia in March 2017 as a trainee Wealth Manager, to become a Wealth Manager. She completed her Stockbroking examinations at the Namibia Stock Exchange in 2018. She has experience in money market administration including Treasury Bills and Government Bonds. She was exposed to trading on the JSE and NSX and personal financial planning.
She completed her Post Graduate Diploma in Business Administration at the University of Namibia in 2019 and her Post Graduate Diploma in Financial Planning in 2020.
Zandria Joined the Stanlib Namibia team as the new Business Development Consultant in April 2020 and was recently appointed as Business Development Manager in July 2021.

I am a specialist in Private Banking and Advisory, offering financial solutions to individuals within the High-Net-Worth segment. I assist my clients with structured solution to attain the financial goals and enhance their balance sheet. I offer solid competencies in the arrears of retirement, risk and legacy planning incorporating bespoke lending solutions.

I am passionate about helping people to understand their relationship with money and work towards getting the basics cemented before taking the leap into unknown investment and savings waters. i coach so people can become confident to make their own financial choices, understanding the consequences and effects of those choices. when one sets a strategy and a goal for each financial product one takes on money will flow in the direction you give it.

Zoran Sokolovski has 24 years experience in financial services and investments.He started his career with Hereford financial services in 2001, where he became one of the top consultants in Hereford and Liberty Lifes Franchise division. He has spent the last two years as the Franchise Principal for Hereford financial services in Johannesburg.Zoran specialises in investments, retirement funds, wealth management solutions for high net worth individuals and financial life planning.He obtained his Postgraduate degree in November 2012 and he is now a CFP professional. He is independent agent.

Diploma (Cost & Management Accounting) (UJ); Postgraduate Diploma (Financial Planning) (UFS)

“Most people have goals, the means and ability to achieve them, but still fail to achieve the goals they have set for themselves. Only because most people don’t plan to fail; they simply fail to plan.” – Zweli Mahlangu

Zweli has spent the last 12 years holding various roles in wealth management and employee benefits. As a Development Specialist, he also trained and mentored several now successful financial advisers in the industry. His speciality lies in advising corporates on their structures, succession planning, investment planning and cash management. He has played a key role in setting up our newly established trust business named Zwano M Trust. Where he maintains his trusteeship in some trusts in the business. He is a registered Tax Practitioner and his extensive tax background allows him to add value to the team and all Zwano M clients.