Your
Team
Carel Marx
Financial Planner
Wilhelm Tempelhoff
Financial Planner
Elrisia Roux
Accountant
Thenjiwe Khoza
Admin & Compliance
Megan Coertzen
Admin & Compliance
CAREL
MARX
Carel has extensive experience in the Financial Services Industry since 2007. He holds a BComm in Finance and Investment Management (Hons), as well as a Post Grad Diploma in Financial Planning. His enthusiasm and candour support his academic studies to provide you with a comprehensive financial planning experience.
ELRISIA
ROUX
Elrisia is a Senior Accountant with almost ten years of experience working in the tax industry. She specializes in taxes, payroll, and bookkeeping. Elrisia has a Bachelors’s Degree in Accounting and a B.Comm Honours in Business Management. She has also been involved with accountancy and tax projects for clients to help them stay compliant with the various tax laws and guidelines.
Megan
Coertzen
Megan is our admin, compliance, and social media person. She assists in keeping the client’s regulatory requirements up to date, implementing client instructions and financial planning amendments. Megan holds a BCom degree in Risk Management and Economics and is currently busy with her post-graduate degree. Her background allows her to fulfil admin and compliance roles with efficiency and attention to detail.
WILHELM
TEMPELHOFF
Wilhelm has extensive experience in the financial services industry, spanning most of the financial planning spectrum since 2008. His BComm in Finance (Cum Laude) and BComm in Financial Planning (Hons) (Cum Laude), combined with his H.Dip in Tax Law and certification as a CERTIFIED FINANCIAL PLANNER ® PROFESSIONAL, underpins his experience with a strong knowledge base and makes him uniquely qualified to help you achieve your financial goals.
THENJIWE
KHOZA
Thenjiwe is our senior administrator and operations manager whom we have come to rely on for her consistent and reliable work. She manages our customer service, implementation of changes, instruction tracking, accounts reconciliation and day to day operations of the company. She is currently studying in the Human Resource management field.