WHO IS WEALTHPORT?

Wealthport is a unique company that provides solutions that power and champion the independent advisor and their investors.

Wealthport’s highly experienced and dynamic team is committed to providing clients with the best service and administration. Extensive skills and expertise in linked investment services and investment distribution allow us to consistently deliver on our service promises. As a service-based company we pride ourselves on the high caliber of professionals who we employ to serve our clients.

OUR OWNERS

Over the past 5 years Wealthport in collaboration with its clients has constantly strived to perfect its technology solution for the future of financial advice. As a niche player with some of the most progressive advisors in SA the business has flourished. Wealthport is backed by Telesure Investment Holdings (TIH) – The Largest privately held financial services group in South Africa – which is part of the international BHL group, with a footprint in 6 countries worldwide.

backed by tih

Telesure Investment Holdings (Pty) Ltd (TIH) was established in 1998 to house the South African interests of the Guernsey-based international financial services group, Budget Holdings Ltd. The group owns and operates several of South Africa’s leading insurance brands and stands out with its multiple-channel, multiple-brand approach through direct sales, broker sales, aggregator sales and affinity partnerships. All of the companies in the TIH group target different segments of the insuring public. They are geared to assess the needs of the market they service and provide products and distribution channels to best suit those needs. TIH is recognised as one of the most profitable short-term insurance groups in South Africa and has never made an underwriting loss in its history. No other insurance group can make such a claim, which is outstanding given the phenomena of the insurance industry’s boom-and-bust underwriting cycles.

THE TEAM

Wealthport’s highly experienced and dynamic team is committed to providing clients with the best service and administration. Extensive skills and expertise in linked investment services and investment distribution allow us to consistently deliver on our service promises. As a service-based company we pride ourselves on the high caliber of professionals who we employ to serve our clients. Our team is passionate about innovation and offering new solutions and improved technology. By keeping up-to-date with the latest industry trends, commentary and information, we strive to always offer the most current solutions and products to our clients. We also strongly believe in the power of a simple proposition without the clutter of complicated business rules and seemingly endless choices. This allows us to focus on what matters most – providing only the highest quality administration services to our clients and Advisors.

Tom Creamer

Director Wealthport (Pty) Ltd

Tom is the CEO of Telesure Investment Holdings. He joined Telesure in 1988. He is a seasoned executive leader with extensive experience in all facets of the insurance world including marketing, sales, product development, customer experience, rating, pricing and underwriting. He is recognised as an innovator who helped revolutionise and disrupt the South African insurance landscape by conceptualising, launching and building several of South Africa’s leading insurance brands.

Adriana Weilbach

DIRECTOR WEALTHPORT (PTY) LTD

Adriana was appointed Chief Financial Officer for Telesure in June 2017. She currently serves as a non-executive director on the 1st for Women Insurance Board. Adriana is also a registered Chartered Accountant and holds BCom Law, LLB degrees from University of Stellenbosch and BCompt Hons degrees (UNISA). She completed her articles at Coopers & Lybrand.

Catherin van der Merwe

CHIEF EXECUTIVE OFFICER, DIRECTOR: FINANCE, LEGAL & COMPLIANCE

Catherin brings a wealth of experience and expertise to the Wealthport team. Over the last ten years she has occupied various key positions and directorships in the LISP industry. Prior to joining Wealthport, Catherin was the Managing Director of EFS (trading as Equinox and Intervest). She also fulfilled the roles of key individual and Retirement Fund trustee, and will continue to do so in her current role at Wealthport.

Laurence Hillman

DIRECTOR WEALTHPORT (PTY) LTD

Laurence is the CEO for the Long-Term Insurance businesses at TIH, he oversees the groups interests in its life insurance, loans and wealth businesses. He joined TIH in 2008. He has over 25 years’ industry experience working for insurers in South-Africa and the UK. He has been involved with numerous start-ups; ran a private fund and pension fund administration company; he is the CEO of a life insurance company, previous roles include experience in Strategy, Projects, Operations, Sales, Distribution, Strategic Partners and Channel Marketing. He holds BCom, LLB, MBA, HDip Tax and Financial Planning qualifications.

Liezel Pollard

Financial Operations Manager

Liezel graduated with a B.Com Hons. degree majoring in Financial Management in 2009. She has extensive experience in the LISP industry, gained over the last eight years. Prior to joining Wealthport in June 2014 as the Financial Operations Manager, Liezel was the Client Services Manager of EFS t/a Equinox and Intervest. She was subsequently appointed as Client Services Team Leader at PSG managing the Equinox and Intervest take-on by PSG from 2011 to 2012. Her responsibilities included amongst others, Financial and Operations management. Liezel completed her FSB RE1 certificate in 2011.

Michelle Pienaar

LISP OPERATIONS MANAGER

Michelle graduated with a B.Com Business Management Degree, cum laude in 2009 at the University of Pretoria. Prior to joining Wealthport in August 2013 as Operational Administrator, Michelle was a Client Services Consultant at EFS t/a Equinox and Intervest from 2009 until 2011. She subsequently joined FNB Private Clients in the Wealth Management division. Michelle applies her wealth of experience in the financial services industry as Wealthport Operations Manager, a position to which she was promoted in January 2014. Michelle completed her FSCA RE5 certificate in 2013 and her FSCA RE1 certificate in 2015.

Stefanie Senke

Operations Technology Manager

Stefanie graduated from the University of Pretoria in 2013 with a BA (HMS) degree. She furthered her studies to obtain her RE5 and RE1 certificates from the Financial Planning Institute in 2014. In 2018 she obtained an advanced diploma in Bridging Finance and Investments from the University of Johannesburg. Before joining Wealthport in 2019 Stefanie worked her way up to Client Service Team Leader at PSG Wealth.

Cassandra de Lima

ADMINISTRATION AND SERVICE MANAGER

Cassandra graduated with a B.Com degree in Marketing and Management from WITS in 2011, following which she spent 7 years working at PSG Wealth. During this time she held numerous positions, both at the LISP as well as in the advisory operations management space. She completed her RE5 certificate in 2012, and her Post Graduate Diploma in Financial Planning at UFS in 2014. Cassandra has since spent time in a variety of financial services operations and service areas, including running financial planning practices and managing private equity operations.

Charles Brits

SALES MANAGER

Prior to starting at Wealthport, Charles spent 15 years with Liberty Group as a Broker Consultant, Branch Manager, Franchise Principle and later a Senior Sales Manager in the Tied environment. He then joined PPS as a National Broker Development Manager. He brings with him 18 years of Financial Services Industry experience, together with a wealth of knowledge, expertise and well-established relationships in Gauteng, the Eastern Cape and KZN. Charles holds the CFP® designation for professionals and is also a member of the Financial Planning Institute of Southern Africa [FPI]. While he is passionate about the Industry, he believes in a work/family life balance and when time allows he enjoys exercising and being outdoors.

Cliff Coxwell

SALES - WESTERN CAPE

With over 21 years in the asset and wealth management industry representing large financial services companies as a divisional director, Cliff has acquired invaluable experience and knowledge leading highly qualified diverse teams focussed on client investment solutions, business development, sales, marketing, distribution and advisory services for both investments and risk. He graduated from The University of Cape Town with a B.A(Eco) L.L.B postgraduate degree as well as a Diploma in Financial Markets and Instruments (cum laude) from RAU. Cliff holds FAIS RE1,3,4 and 5 competency certificates

Bernice Schoeman

Operations Administrator

Bernice graduated from the University of Pretoria with a B.Com degree in Communication Management in 2007. She has also completed her B.Com Honours in Communication Management in 2009. Prior to joining Wealthport in May 2017, Bernice worked as a Branch Administrator with Nedbank for 6 years. She is excited to be part of the dynamic admin team and this fast growing company. She aims to obtain further experience in the investment industry in order to be a valued member of the team.

Edwill O'Neill

Operations Administrator

Edwill is a finance graduate from the University of Pretoria where he completed his BCom Financial Science degree in 2017 and BCom Honours in Financial Management Science in 2018. Before starting his studies Edwill was a full-time cyclist, during this time he met a lot of interesting and energetic people in the financial services industry. This is where his interest in finance sparked and he decided to study towards a finance degree. Edwill is a highly motivated individual and loves to learn on a daily basis. Edwill joined Wealthport in December 2018. During his time at Wealthport he has expanded his knowledge and experience in the LISP industry. Edwill completed his FSCA RE1 certificate in 2019.

Leandra Pienaar

Operations Administrator

Leandra graduated from the University of Pretoria with a BCom Law degree before graduating with BCom Honours in Financial Management in 2018. She has always had an interest in the Investment industry and the challenges it has to offer. She joined Wealthport in 2019 and has been enjoying the dynamic team she is a part of and learning all there is to know in the Investment and LISP industries. She hopes to add value to the team with her knowledge that she has gained in her studies.

Samantha Hung

Operations Administrator

Samantha graduated from the University of Johannesburg with a B.com Finance in 2015 and majored with a B.com Honours in Financial Management in 2016. She previously held a position in a retail environment, having obtained more than 5 years of customer service experience. She recently joined the admin team, eager to learn and expand her knowledge and experience in the LISP Industry. She hopes to add value to the team by using her experience to continue to provide excellent customer service.

Sharron van Greunen

Operations Administrator

Having a career of 32 years with various positions within the Employment Benefit industry, Sharron joined as a LISP operations administrator in November 2016. Her varied roles have given her invaluable experience and her passion and motivation is evident in her enthusiasm for learning and gaining new knowledge and experience. She is part of a dynamic administration team focused on providing only the best service to all clients. Sharron holds an Intermediate Certificate in Business Studies (ICiBS) and a FSB RE5 competency certificate.

Paul Nel

IT Manager

Paul holds 22 years experience in IT operations having filled various positions with some of the industries biggest ICT players. He brings an abundance of knowledge and experience and is responsible for the smooth efficient running of the business ICT systems from day to day operations to IT governance and cyber security.