Dirk, a Certified Financial Planner®, has approximately 26 years experience in the industry, with at least 16 years as an Independent Financial Planner. He started off his career with Southern Life. Along this journey, he felt driven to find a solution for clients that would meet their expectations and offer them a degree of certainty as to the outcome of their financial plan in the long term. To this end, he embraced the lifestyle financial planning philosophy around 16 years ago and has since been assisting clients to "live their dreams"!
Catherine thrives on providing great customer service. She deals with our group schemes, medical aid clients and works on the switchboard. Catherine also helps out with admin and the submission of documents.Catherine thrives on providing great customer service and excellence. She is always happy to help with any questions clients may have and is well on her way to becoming a financial planner herself.
Lynda works for Client Care as the accountant/bookkeeper. She deals with any Investec-related queries and handles the money market accounts.
Zoe has 20 years of general administration and financial experience before joining Client Care as an administrator.
Alex joined Client Care in January 2018. He was Head Boy at Grey before completing his BCom Honours with majors in finance and investments at The Nelson Mandela University. Alex has also completed his Post-Graduate Diploma in Financial Planning and hopes to use his knowledge to help others achieve their financial goals.