THE TEAM

Louis van der Merwe, CFP® CeFT®

Kerry Bird

Yolanda du Randt

Marius Fenwick, CFP® CPRC

Mireille Fenwick

Marguerite Engelbrecht, CFP®

Celia Meyer

 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 interest

  • Act in a manner that demonstrates exemplary professional conduct

  • Maintain the abilities, skills and knowledge necessary
    to provide professional services competently

  • Protect 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