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.
Tracy joined the employee benefits industry in 1990 and 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 adept in the structuring, implementation, consulting and servicing functions to companies with pension/provident funds, group retirement annuities, group risk and medical schemes.
Rufqah manages the administration and servicing functions for our corporate clients. She has been in the industry since 1998, obtaining valuable knowledge and experience. Rufqah has a reputation for providing excellent client service, which is what she strives for with her clients.
Sam manages our individual client’s administration and servicing needs. In the industry since 2002, she has the experience and client-centric attitude that delivers an excellent service. Sam is bubbly and enthusiastic, priding herself on treating people the way that she would like to be treated.