MEET THE TEAM
LOUIS VAN DER MERWE, CFP® CeFT® FPSA®
Director
Certified Financial Planner
Certified Financial Transitionist
Fiduciary Practitioner of South Africa
MARIUS FENWICK, CFP®
Director
Certified Financial Planner
Financial Writer
RUDOLPH GELDENHUYS, CFP®
Certified Financial Planner
MIREILLE FENWICK, FSA™
Financial Planner
Office Manager
KERRY BIRD
Client Service Consultant
JO VAN NIEKERK
Client Service Consultant
Financial Planner under supervision
We subscribe to the FPI’s code of ethics and professional responsibility.
We commit to do the following:
Continue to place our clients interest first
Provide professional services with integrity
Provide professional services objectively
Be fair and reasonable in all professional relationships
and disclose and manage conflicts of interestAct in a manner that demonstrates exemplary professional conduct
Maintain the abilities, skills and knowledge necessary
to provide professional services competentlyProtect the confidentiality of all client information
Provide professional services diligently
Fulfil our professional commitments promptly and thoroughly and taking due care
when planning, supervising and delivering professional services