ABOUT US

Wealth Associates South Africa, established in 2005, is the holding company of a group of highly regardedhand selectedinter-dependent financial advisory Firms.

Wealth associates Firms that specialises in wealth management for clients, including investment and retirement planning, life assurance, medical aid, employee benefits and short term insurance.

 

The Group is majority owned by the Management & Partners, key staff, and Hollard’s Pico Ruivo Private Equity Fund, ensuring commitment to ethics and governance, whilst retaining the entrepreneurial approach of the Firms. The business is managed by seven partners with more than 150 years of combined financial services experience. Together the Firms have 37 advisors, over 60 staff, 6 000 clients, more than R3.0 billion in assets under advice (including over R1.0 billion in assets under management). The collective strength and size of the group enables Wealth Associates to provide superior products and expertise at lower costs and higher margins.

The Group will attract and retain only selected subsidiary Firms, Partners, and Advisors that are committed to servicing their clients at the highest standard, exceeding even the legislated requirements.

All clients of the Wealth Associates Firms receive independent financial advice, based not on any one product or service but on the best the market has to offer. The Group explicitly supports multiple Product Providers for each Product Category. Clients benefit from Wealth Associates’ ability to create value-adding product solutions for all needs, share expertise, best practise, systems and tools, and administration, provide continuity of advice, and leverage mutual Product Partner relationships.

Our various and unique partnership solutions ensure that all our Partner Firms benefit from the collective strength, collaboration, products and services and expertise of the overall Group, to look after the best interests of all their clients, product partners and shareholders.

Our subsidiary Firms, Partners, Affiliates, and Advisors recognise the need to add value for their clients, grow their businesses, benefit from greater scale, belong to a group of like-minded professionals, and secure their succession planning.

Brochure

Click on the link below to download the brochure:

Wealth Associates SA

Management Team

Marc du Plooy

Managing Director: Wealth Associates South Africa
Executive Director: Wealth Associates Asset Management
Investment Committee & Key Individual (Management): Wealth Associates Asset Management
Non-Executive Director: Wealth Associates Subsidiary Firms

Marc has over 30 years experience in the financial services industry. He has a knack for lateral thinking and is an intuitive but analytical decision maker. He has shown his worth by successfully identifying, implementing and developing business and market opportunities and producing profitable results. Marc has held positions as General Manager, Finance & Strategy Executive, Chief Operating Officer, Executive and Non Executive Director positions of several diversified Financial Services Companies and is currently the Managing Director of Wealth Associates South Africa.

  • NDip – Internal Auditing
  • Bachelor of Technology – Financial Management & Internal Auditing

Jeremy Squier

Managing Director: Wealth Associates Bespoke Solutions
Non-Executive Director: Wealth Associates South Africa
Director and Investment Committee: Wealth Associates Asset Management

Jeremy started his career in the Financial Planning Industry in 1989 as an Agency Manager with Liberty Life. He subsequently spent 12 years with Sage as a Manager and Executive Financial Planner in their Executives Agency branch. Jeremy became an Independent broker in 2003 and established the Bespoke Solutions brand and philosophy. Jeremy has accumulated a wealth of knowledge in the Financial Planning Industry over the years and in addition to being the managing director of the company, offers comprehensive Life Assurance, Estate Planning, Investment Planning and Retirement Solutions as well as many other value added services offered to clients.

  • B.Com (Rhodes), Certified Financial Planner (CFP)
  • Postgraduate Diploma in Investments (UOFS)
  • RE1, RE3 and RE5 Regulatory Exams

Theoniel McDonald

Managing Director: Wealth Associates CBS Financial Planning
Non-Executive Director: Wealth Associates South Africa
Executive Director: Wealth Associates Financial Advisors
Wealth Associates Fiduciary

Theoniel has over 15 years experience in the financial services industry. He has always been passionate about business and financial planning. These interest inspired him to complete a Post Graduate Diploma in Financial planning and then later a MBA. He started his first business fresh out of school and has always since been involved in management. His strong entrepreneurial skills, business background and problem solving abilities have assisted him in providing a full circle financial service to his clients who mostly consist of business owners and professionals. Theoniel understands that for the client to remain the focus the industry has to constantly be improved on. He is proud to be involved with the FIA an association with about 13 000 members who work continuously to professionalise the industry. Theoniel currently serves on the Board of Directors of the FIA, representing as chair of the Membership Committee and the Advisory Council.

  • Post Graduate Diploma in Financial Planning (UFS)
  • Magister in Business Administration (UFS)

Alastair Mackie

Managing Director: Wealth Associates AJM Asset Management
Investment Committee: Wealth Associates Asset Management

Alastair has 23 years of experience in the financial services industry. Moving from an academic career as a behavioural zoologist, he started in pension fund administration in 1993 and quickly migrated to wealth management for individuals. Alastair has been independent throughout his career, and has started and built his advisory business over this period.

Alastair’s belief of placing the needs of his clients at the forefront of his interaction with them is testament to the organic growth of his business over time. Alastair’s core philosophy of “treat others as you would like to be treated” is fundamental to his offering to clients, which filters through to advice, service and integrity.

As testament to Alastair’s commitment to the industry he is a member of the Senate Group and a member and chairman of the Southern Suburbs Broker Group

  • MSc – Stellenbosch
  • Associate Financial Planner with the Financial Planning Institute

Dan Lezar


Managing Director: Wealth Associates Razel Finance
Non-Executive Director: Wealth Associates South Africa

Dan has over 40 years experience in the financial services sector where he has built a number of successful advisory businesses.

The IPC Group commenced with Dan as founder member in 1985 where he served as Chairman for a spell and in 2000 IPC became The Senate Group where Dan is a past Chairman. Dan was a member of the Million Dollar Round Table for 25+ years where he attained the Top of The Table status for 15 years and is a Certified Financial Planner since 1986. Dan is motivated by his desire to help families achieve their personal financial goals and was awarded the Alberton Millennium Entrepreneur in 1999 by the then Alberton Chamber of Commerce.

  • FILPA (Fellow Life and Pension Advisors)
  • CFP (Certified Financial Planner)

Gordon Yuill

 

Managing Director: Wealth Associates Sales Partners
Director: Wealth Associates Financial Advisors

Gordon has over 22 years experience in the financial services industry. He is a dynamic professional with extensive experience in start up projects fulfilling diverse roles in the financial service industry.  He has an exceptional combination of business acumen and expertise in distribution that provides a high level of in depth product knowledge to the Group.  Gordon accredits his notable success in the short-term industry to understanding the commercial, leisure, naval and marine science sectors through his passion for scuba diving safety and training where he holds advanced international certifications in both open and closed circuit equipment.

  • MDP (Unisa) Sbl
  • COP (IISA)

Saks Ntombela

Non-Executive Director: Wealth Associates South Africa

Saks Ntombela is a Non Executive Director of the Wealth Associates Group and provides strategic input into the business as well as providing Corporate Governance oversight. He is also the CEO of Hollard Insurance Group. Saks has a BSc in Mechanical Engineering and an MBA from the University of Cape Town’s Graduate School of Business. He has also completed the Advanced Management Programme at Harvard Business School in Boston and brings a wealth of experience to the Group.

Client Value Proposition

Organisation

We will help you to bring order to your financial life, by assisting you in getting your financial house in order at both the “macro” level of investment (insurance, estate, taxes, etc.) and also the “micro” level of household cash flow.

Accountability

We will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Independence & Objectivity

We will bring independent insight and experience from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, and doing the research necessary to ensure you have all the information.

Proactivity

We will work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Facilitation

We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary information and resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership

We will attempt to help you achieve the best life possible, and we will work with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

Group Overview

Wealth Associates SA is the investment holding company of the Wealth Associates subsidiaries, and is not itself an FSP.