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.

WEALTHPORT PTY (LTD) BOARD OF DIRECTORS

Adriana Weilbach

DIRECTOR WEALTHPORT (PTY) LTD
 

Adriana was appointed Chief Financial Officer for TIH in June 2017. Prior to joining the Group in an executive capacity, she served as a non-executive director on the 1st for Women Insurance Board since 2012. Previously, Adriana worked at Credit Suisse where she held the position of Chief Operating Officer of the then newly established stand-alone South African operation conducting stockbroking, private banking and investment banking. Her extensive insurance knowledge emanates from having headed up the Risk Finance Consulting and Captive Management division at Marsh in South Africa. In addition, she fulfilled a variety of roles at Santam Ltd, including heading up the Risk & Compliance division, managing international acquisitions and corporate finance activities, and was managing director of Santam’s Risk Finance insurance company. Adriana is a registered Chartered Accountant and holds BCom Law and LLB degrees from the University of Stellenbosch, as well as BCompt Hons degree (UNISA).

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.

Derek Pead

CHAIRMAN WEALTHPORT (PTY) LTD
 

During a career spanning more than 40 years, Derek has held several senior executive and non-executive directorships, including Metropolitan Holdings, joint managing director of Metropolitan Life and several other board positions within the Metropolitan group and beyond.Today, Derek’s consulting work is focused on training and consulting to executives in the art and science of negotiation.

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.

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.

WEALTHPORT NOMINEES (PTY) LTD BOARD OF DIRECTORS

Catherin van der Merwe

Executive Director Wealthport Nominees (PTY) Ltd

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.

Derick Finlayson

CHAIRMAN WEALTHPORT NOMINEES (PTY) LTD​​

Derick holds the following qualifications BCom, (CA), (Higher Diploma TAX) (Higher Diploma Company Law) all from WITS University. Derick is still active in corporate life by sitting on few boards of major listed companies at various levels. Derick Was a Head Boy at his school in Zimbabwe in his younger years. He was an outstanding sportsman being a good rugby player and having represented South Africa for water polo. He is still very active and a keen golfer.

Radesh Maharaj

DIRECTOR WEALTHPORT NOMINEES (PTY) LTD​

Radesh holds B.Com (Hons) and LLB degrees from the University of Natal (Durban), completed his FAIS RE 1 examination and has recently qualified as a Professional Principal Executive Officer. Having served in senior capacities at the Office of the Pension Funds Adjudicator and the Retirement Funds section of the Financial Sector Conduct Authority respectively for over 15 years, Radesh has extensive experience in the financial services sector and was involved in the establishment of the current twin peaks regulatory model. Radesh moved to the private sector in 2019 and currently serves as an independent trustee and principal officer of retirement funds, and as non-executive director of licenced financial services providers. He is also the chairperson of the Council of Retirement Funds of South Africa, Batseta, and is also a committee member of the Southern African Pension Funds Investment Forum (SAPFIF).  His passion, however, is pensions law and he is a strong proponent of the good and ethical governance of our financial services sector in South Africa.   

WEALTHPORT RETAIL FUNDS BOARD OF TRUSTEES

Carlo da Gama

INDEPENDENT TRUSTEE
 

Carlo has extensive experience in the retirement funds industry and possesses a strong financial, legal and compliance background in retirement funds, having previously worked at the FSCA and its predecessor the FSB. Carlo has a BCom in Investment Management (UP), PGDip in Financial Planning (UFS) and RE5 for FAIS Representatives (Moonstone). He also serves on several boards of management as an Independent Trustee, Section 26(2) Trustee and as a Principal Executive Officer on various retirement funds.

Catherin van der Merwe

SPONSOR EMPLOYED TRUSTEE
 

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.

Dalene Willemse

INDEPENDENT TRUSTEE
 

Qualifications: BA (University of Stellenbosch), BProc, LLB (UNISA).

Dalene is a pensions’ lawyer with 30 years’ experience in pensions and insurance law and compliance. She serves as an independent trustee and principal officer for various funds and was contributor to publications such as Marx and Hanekom: The Manual on Retirement Funds and other Employee Benefits and The South African Financial Planning Handbook. She was an examiner for the University of the Free State for the Post Graduate Diploma on Employee Benefits for several years.

Gail le Grellier

INDEPENDENT TRUSTEE
 

Qualifications: BA; LLB (University of Cape Town).


Gail is a pensions lawyer who has worked in the industry for over 30 years in various capacities, including for a law firm, consulting firms and independently. She serves as an independent trustee and has significant experience as a principal officer. Gail has contributed to publications and industry committees and has consulted to several funds on corporate governance.

Liezel Pollard

SPONSOR EMPLOYED TRUSTEE
 

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.

WEALTHPORT PTY (LTD) OPERATIONS & ADMINISTRATORS

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.

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.

Charl Smith

OPERATIONS ADMINISTRATOR
 

Charl graduated with a B.com degree majoring in Accounting from the University of Johannesburg in 2019. He then went on to work for a company in the motor industry, first as an accountant and then as an operational manager. Charl joined the Wealthport team in June 2021 and enjoys working in an environment where there are multiple people with different areas of industry knowledge. Charl is eager to grow with the company and to learn as much as possible about the LISP and finance industry while doing so.

Edwill O'Neil

Senior 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.

Jo-Ann Matiti

OPERATIONS ADMINISTRATOR
 

Jo-Ann is a Commerce Graduate from Nelson Mandela University where she completed a BComm Economics and Business Managements degree in 2014 as well as a BComm Honours degree in Economics completed in the year 2015.
Prior to joining Wealthport she was working at PSG Wealth for six years where she gained experience in Client Services and Financial Operations.
Jo-Ann is a dedicated hard worker looking forward to growing professionally whilst assisting in the growth of the team.

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
  

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.

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.

Pooja Naidoo

Operations Administrator 

Pooja graduated with a B.Com Honours degree majoring in accounting in 2017. Prior to joining Wealthport in 2021, Pooja was a Financial Operations Administrator at PSG Wealth from 2017 to 2021. Pooja prides herself on being motivated and passionate as well as practical with a common-sense nature; someone who is good at finding workable solutions to problems. She looks forward to growing her skills knowledge base at Wealthport whilst being an asset to her team.  

Sharron van Greunen

Operations Administrator
 

Pooja graduated with a B.Com Honours degree majoriHaving 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.ng in accounting in 2017. Prior to joining Wealthport in 2021, Pooja was a Financial Operations Administrator at PSG Wealth from 2017 to 2021. Pooja prides herself on being motivated and passionate as well as practical with a common-sense nature; someone who is good at finding workable solutions to problems. She looks forward to growing her skills knowledge base at Wealthport whilst being an asset to her team.  

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, and subsequently completed her Post Graduate Diploma in Financial Planning at the University of the Free State in 2021. Having gained experience in client services and operations management as Team Leader at PSG Wealth, Stefanie joined Wealthport in 2019 to manage service and administration. She has since moved on to managing Wealthport’s digitisation drive and operational automation projects in 2020, combining her operations experience with her interest in all things digital.

Tatum Dames

OPERATIONS ADMINISTRATOR
 

Tatum graduated with a B.Com Honours degree in Finance, cum laude in 2018 from the University of the Western Cape. Prior to joining Wealthport, Tatum was a Pricing Administrator at PSG Wealth from 2019 to 2022. Tatum strives to improve all processes and environments that she comes across and believes that there are opportunities to grow every day. She is looking forward to learning more about the LISP industry and growing with Wealthport.

WEALTHPORT PTY (LTD) SALES

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.

Joshua Horsburgh

Sales consultant
 

Joshua graduated from Stellenbosch University in 2021 with a Bachelors of Commerce in Economic Sciences and has a background in equity analysis making use of both technical and macroeconomic indicators. He is passionate about learning and interacting with people and is thus always looking for opportunities to further develop his skillset and build mutually beneficial relationships.