Paul has been an advisor in the financial planning industry since 1996. He has an in-depth knowledge of all aspects of financial planning, with a particular interest in employee benefits and investment structuring. Paul obtained his Post Graduate Diploma in Financial Planning (cum laude) from the University of Stellenbosch and also holds the CFP® designation. Listeners to Zone Radio enjoy Paul’s bi-weekly ‘Money Zone’ feature, where he makes complex issues easy to understand.
Having been in the employee benefits industry since 1990, Tracy has acquired extensive experience through the various positions she has held. With a Wealth Management diploma and a comprehensive understanding of the employee benefits environment, Tracy is well positioned to provide structuring, implementation, consulting and servicing functions to companies with pension/provident funds, group retirement annuities, group risk and medical schemes.
As office manager, Rufqah oversees the administration and servicing functions for our corporate and individual clients. In the industry since 1998, Rufqah has a reputation for providing excellent service, allowing our clients to rest assured in her capable hands.
Thembi, our vibrant receptionist and administrator looks after our corporate clients administration and servicing needs. Thembi is experienced in the industry and her excellent customer service and attention to detail makes her a valuable part of our team.