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I have been a practicing Financial Planner since 2002 (CFP since 2012). My aim is to keep on adding value to my clients personal and financial portfolios which I have been successfully doing since the beginning of my career.

Alta’s corporate career spanned over 20 years during which she
held various management positions in Financial Services
organisations, including Absa Financial Services.
Her areas of expertise include Financial Wellness, Financial
Planning and Behavioral Finance. She focuses on the
psychology of money and how our beliefs, expectations, and
feelings influence our financial behaviour, success, and
disappointments.

I am a young Associate Financial Planner for Crue Invest (Pty) Ltd and I strive to provide holistic financial planning for clients who want to reach their financial goals and objectives.

In 1991, Alfred started his career training and developing financial advisers, and building distribution models in the Unit Trust industry. He moved into the role of Area Manager (Financial Advice) for Standard Bank Financial Consultancy in 2001 and later became a Franchise Principal for Discovery Financial Consultancy in 2009.
His wide industry experience enabled him to embark on his own advice practice in 2010 which he consolidated at Old Mutual in 2012. Here he invested in lifestyle financial planning and became an Integrated Wealth Planner, one of a select few. Alfred notes that he saw “an overwhelming need for advice rather than sales” – an approach which became a game-changer in the industry. His insights into this role and the strategic outcomes of this approach saw him partner with Adviceworx in 2018.
Alfred’s preference for long-term advice relationships is based on his holistic financial approach which situates financial planning as a life journey. That he is IBCC certified (Integrated Behavioural Coaching) adds an integral dimension to his lifestyle planning as it helps clients understand their relationships and behaviours around money.
Describing himself as analytical, and detail-orientated he values integrity, trust and open communication.

Born in SA, Matriculated in 1976, then qualified as a BSc followed by a H. Dip ED (PG) diploma at the University of the Witwatersrand. Taught Mathematics at Germiston High School until 1988, then went back to Wits to do BSc (Hons). Promoted to Head of Department (Natural Sciences) until 1993 when I joined Waverley Girl’s High as Deputy Principal.
Left SA in 1997 for the UK where I was trained and qualified in Financial Planning – then worked for Barclays Financial Management until 2000. Returned to SA and joined Old Mutual Private Wealth management as a financial planner for 5 years, completed my Advanced Post-graduate Diploma in Financial Planning (UFS) and achieved CFP status.
In 2005 promoted to Sales manager at Old Mutual PFA. Stood down as Sales manager in 2019 to become a financial planner at PFA. I now live happily with my husband Richard, working remotely from our new home in KNYSNA.

I have worked as an Employee Benefits Specialist, starting with Alexander Forbes and Negotiated Benefits Consulting (NBC) some 30 years ago. I have been an Independent Trustee, Principal Officer, and Chairperson for more than a decade. I am as knowledgeable and experienced as you can get with every type of retirement fund: defined benefit and defined contribution, insured and self-administered, union-negotiated, industry funds, and umbrella funds. I am an expert with problematic funds and in this regard, I am often appointed by the FSCA, as a Section 26 trustee. I also love the challenges of umbrella funds. I am proactive and drive the process. I have capacity.

I specialise in provide FX solutions for wealth and asset managers