Fiduciary Services

Theoniel McDonald
Managing Director

 

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)

 

Handri Du Plessis
Consultant

 

Handri is a driven young graduate from UFS where she completed her B.Iuris degree with endorsement in Financial planning law, as well as her Post Graduate in Financial Planning.

She focused on deceased estate administration at one of the largest law firms in Bloem for 4 years before she joined our group.

She is a highly energetic fiduciary consultant, passionate about working hand -in -hand with clients and Advisors to develop the business and produce excellent services to our clients and their expectations of the Fiduciary business.

She will broaden her field of studies in the year of 2020 by further specializing in a Diploma of Trust and Estate Administration.

Areas of focus

  • Trusts
  • Acting as Independent trustee
  • Last will and testaments
  • Agreements
  • Estates
  • Registration of companies

Brochure

Click on the link below to download the brochure:

Wealth Associates Fiduciary Services

 

Directors Theoniel McDonald (Managing)
Key individuals Theoniel McDonald
Consultants
Handri Du Plessis
Date Authorised
March 2017
An Authorised FSP 45922
Contact details 051 400 7000, estates@wealthassociates.co.za
Location Bloemfontein