MEET OUR PASSIONATE TEAM OF PROFESSIONALS

OUR TALENTED AND EXPERIENCED TEAM IS HERE TO ASSIST AND ADVISE YOU. OUR COMMITMENT TO SERVICE EXCELLENCE IS LIKE NO OTHER. PUT YOUR TRUST IN US.

Greg Hill CFP®

B.Iuris
Director | Financial Planner | CFP ® Professional

Our founder is somewhat of a collector, having always been on a path of accumulating achievements and accolades which include:

  • Completing a B.IURIS through UNISA
  • A Post Graduate Diploma in Financial Planning through the University of Free State
  • A Senior Management Program through the University of Stellenbosch Graduate School, and
  • Greg is also a member of the Financial Planning Institute of Southern Africa (FPI).

Prior to joining IWM, Greg’s career path led him to time spent as a Senior Public Prosecutor, a Senior Legal Advisor at Sanlam Legal Services, a Director at Coopers and Lybrand (now known as PricewaterhouseCoopers) and thereafter at PSG Independent Consulting Pty Ltd (a subsidiary of PSG).

Greg loves the outdoors and enjoys the freedom of climbing on his bike and exploring life on two wheels. Whether it be a steep incline, or longer gradient, Greg sees the opportunity in every challenge.

To find out more about Greg’s favourite cycling routes or how IWM can help you focus on your success, contact us on +27 (87) 150 9848 or email Greg at gregh@iwm.co.za

We have a wide range of services that are structured around planning to ensure that you live the life you want to live and have the means to do so. Click here to find out more.

Maureen Attridge CA(SA), CFP®

BCOM (HONOURS)
Director | Financial Planner | CFP ®️ Professional

Founder of IWM, Maureen keeps active by catching waves, golfing and playing tennis but mainly by making sure she is always a step ahead, particularly when it comes to the journey and success of her IWM clients.

Maureen’s list of attainments include:

  • A Bachelor of Commerce in Accounting through UNISA and Honours through UKZN
  • A Post Graduate Diploma in Financial Planning through the University of Free State, and
  • Maureen is also a member of both the South African Institute of Chartered Accountants (SAICA) and the Financial Planning Institute of Southern Africa (FPI)

Before qualifying as a Chartered Accountant, Maureen served her Articles through Coopers and Lybrand (now known as PricewaterhouseCoopers). She then became an Audit Manager, later heading up the Financial Services division. Maureen was also a Director at Coopers and Lybrand and PSG Independent Consulting (Pty) Ltd (a subsidiary of PSG) all whilst maintaining a skilled swing for a good round of golf.

To talk about a round of golf with Maureen and find out how to start your personalised investment portfolio contact us on +27 (87) 150 9848 or email Maureen at maureena@iwm.co.za.

Click here to find out how we can construct a personal portfolio to suit you and your future.

Shaun Matthews CA(SA), CFP®

BCom (Honours)
Director | Financial Planner | CFP®️Professional

Director of our subsidiary company, Independent Wealth Managers (Advisory) (Pty) Ltd, Shaun has been with Independent Wealth Managers since 2007. Shaun is an avid sports fanatic.  When he is not on the side-line of the sports field cheering his children on, he can be found developing relationships with his clients entrenched in trust, honesty, and integrity.

Shaun’s list of attainments include:

  • A Bachelor of Commerce (Honours) through the University of Natal
  • A Post Graduate Diploma in Financial Planning through the University of Free State, and
  • Shaun is also a Member of both the South African Institute of Chartered Accountants (SAICA) and the Financial Planning Institute of Southern Africa (FPI). 

Before qualifying as a Chartered Accountant in 2007, Shaun served his Articles through PricewaterhouseCoopers. 

To sit down with Shaun to discuss the rivalry between Liverpool and Manchester United or to find out how he can assist you in optimising your financial security, contact us on +27 (87) 150 9848 or email Shaun at shaunm@iwm.co.za

Jenna Von Mollendorff CFP®

BCom (Honours)
Director | Financial Planner | CFP®️Professional

Director of our subsidiary company, Independent Wealth Managers (Advisory) (Pty) Ltd, Jenna joined Independent Wealth Managers after her tertiary studies in 2009.

Jenna is an outright achiever, whether it be academic or athletic. One of her proudest moments is being awarded best overall student of her Post Graduate Diploma in Financial Planning. Jenna can also pride herself on her following academic achievements:

  • A Bachelor of Commerce in Economics and Finance
  • Honours in Economics through UKZN
  • A Post Graduate Diploma in Financial Planning through the University of Free State, and
  • Jenna is also a member of the Financial Planning Institute of Southern Africa (FPI).

When Jenna is not out running, she loves spending time with her husband and two daughters, whether it be bike riding around their estate, hiking through the forest, or watching a family movie together, she always feels like with her tribe, she can thrive.

A devoted mother and wife, she too devotes her time to growing her clients’ portfolios and financial standing. To find out how IWM and Jenna can help you in your path to success, contact us on +27 (87) 150 9848 or email Jenna at jennav@iwm.co.za

 To find out more about how we can partner with you, click here

Shivona Naidoo CFP®

BBus Sci (Finance and Economics)
Financial Planner | CFP ® Professional

Shivona joined Independent Wealth Managers in 2015 and proved herself to be an undeniable asset to the team. It is no secret that Shivona has a lot to boast about, (including being on the Ellen Degeneres show), but more importantly, her accolades include the following:

  • A Bachelor of Business Science Degree in Finance and Economics
  • A Post Graduate Diploma in Financial Planning
  • An Advanced Diploma in Estate and Trust Administration through the University of Free State, and
  • Shivona is also a member of the Financial Planning Institute of Southern Africa (FPI).

Not only is Shivona a CFP ® professional, but a trained professional in Indian Classical and Bollywood Dancing as well. You may not see the link between financial planning and dancing, but they do have a lot in common. Dancing, as does financial planning, takes motivation, discipline, confidence, and self-belief. Shivona has all these attributes and is dedicated to educating and advising clients on their financial affairs to ensure they obtain their financial goals.

If you would like Shivona to help you focus on your success and assist you in your financial journey contact us on +27 (87) 150 9848 or email Shivona at shivonan@iwm.co.za

To find out more about the services IWM can offer you, click here.

Helen van Staden CFP®

BCom (Financial Management)
Financial Planner | CFP ® Professional

Helen joined Independent Wealth Managers in 2017. Helen has always had defined goals in mind for her life and continues to create new goals that she wishes to achieve. From getting her degree whilst working full time, to buying her first house, she won’t stop dreaming big and growing her future.  Some of Helen’s past achievements include:

  • A Bachelor of Commerce Degree in Financial Management at the University of South Africa,
  • A Post Graduate Diploma in Financial Planning through the University of the Free State, and
  • Helen is also a member of the Financial Planning Institute of Southern Africa (FPI).

Helen doesn’t only focus on the big goals but on the smaller ones too. Family holidays, going on adventures, and learning new things are all a part of Helen’s life plan. This makes Helen the perfect Financial Planner, as you can see, she has taken ownership of her own life goals and thrives on giving the same dedication to her clients’ lifelong dreams and aspirations.

If you are looking for direction in establishing or improving your financial goals and taking your lifestyle to the next level, do not hesitate to contact Helen on helenv@iwm.co.za or contact us on +27 (87) 150 9848.

We provide bespoke solutions to achieve your desired outcomes. Click here to find out more.

BYRON LOURENS

Bcom (Management Sciences), PG Dip (Fin Plan)
Financial Planner | Paraplanner

Living by the motto “An investment in knowledge pays the best interest” – Byron has invested his fair share by way of:

  • A Bachelor of Commerce specialising in Financial (and Logistics) Management at the University of Stellenbosch
  • Postgrad Diploma in Financial Planning through University of Stellenbosch Business school.
  • An Advanced Diploma in Investment Planning though the University of Free State, whereby he received the Top Achiever award, and
  • Byron is also a member of the Financial Planning Institute of Southern Africa (FPI).

Byron dived straight into the Financial Planning world where he now performs a dual role of a Financial Planner and Paraplanner at IWM’s Cape Town branch.

Outside of his passion for assisting clients, Byron enjoys a relaxing spot of fly-fishing on weekends, braaing with friends, and a touch of golf.

To find out about Byron’s fishing hot spots or to let Byron focus on your financial success contact us on +27 (87) 150 9848 or email Byron at byronl@iem.co.za

Click here for directions to our Cape Town offices.

Feroza KHAN

CeFA® (UK)
Business Manager

Feroza has combined her creative passion with her love for working with people and travel. Feroza began her career in banking and later moved to Financial Services. During her 10 year stint in London, she gained experience in the Financial Services Industry and in order to further hone her skills, acquired the Certificate for Financial Planners (CeFA) from the IFS London School of Banking and Finance. 

Feroza is passionate about the Business Operations and strives to create the highest level of efficiencies and exceptional client experience.

Family and friends are important to her. She enjoys long walks on the beach, movies and reading novels.

JOLISE LOOK

CFP® ⋅ MCom (Management)
Paraplanning Manager

Jolise is a CFP® professional who has a Master’s Degree in Organisational Behaviour. Jolise has been a member of our team since 2011 and currently heads up the Paraplanning department with passion and integrity. 

She has strong organisational skills, which assist to ensure the smooth running of the Paraplanning team and its cohesiveness within the business. Jolise loves being creative and innovative, and enjoys spending time with her family. 

Jolise’s favourite saying is reflected in the enthusiastic way that she lives: “Live Life to the full, because you never know when it is going to end.”

Anthony da Ressurreicao

Bcom (Economics), PG Dip (Fin Plan) 
Paraplanner

Anthony is energetic, ambitious and hardworking with a passion for numbers and investments. He has been employed in the financial field since the beginning of 2017, and has cemented his knowledge in investments and analysis after completing his B.Com Degree, majoring in Economics.   He went on to obtain his Postgraduate Diploma in Financial Planning and Law through The University of the Free State and is in the final stretch of obtaining his CFP® designation. In addition, Anthony will be writing his CFA Level 1 in December 2021. 

Anthony forms an integral part of the team with his talent and passion for analysis as well as his extensive knowledge of various intricate products we investigate and construct.

He enjoys being active and social, always ready to be outside for whatever occasion.

Phindile Klaas

BCom (Accounting) PGDip (Finance, Banking & Investments)
Paraplanner

“We must stop expecting to have certainty; there is no certainty out there” – John Sanei.  Phindile feels this best describes how she ended up as a young professional in the Financial Services Landscape. 

Phindile describes her upbringing as follows, “I humbly reign from Hlabisa, a deep KZN rural and I was brought up within the heart of coal – Kriel, Mpumalanga. I am very ambitious, bold and my pursuit for inherent financial literacy for all is what drives me.”

Phindile obtained a BCom Accounting as well as a Postgraduate Diploma in Finance, Banking and Investment Management.   She feels this has awakened the curiosity to assist her in discovering the abundant future.

She enjoys tough hiking trails, gym, reading futurist books and exploring anything “new”. 

Rowan Greeff

BCom (Finance) & PGDip (Fin Planning)
Paraplanner

Rowan joined Independent wealth managers in 2020.  He completed a Bachelor of Commerce Degree majoring in Financial Management. He then took a break from studies as he decided to work and travel around the world, learning to speak new languages and discovering other cultures.  He then completed his Post Graduate Diploma in Financial Planning through Milpark University while living and working in Bali, Indonesia.  He returned from the resort Island to pursue his career in Financial Planning.

He has just had a baby boy and has added father to the top of his proudest moments list.

Chevoune Archari

Bcom (Marketing); PGDIP (Financial Planning)  
Paraplanner Assistant

Chevoune Archari was motivated by her ambition, willingness to help others and strong interest in finance to begin her studies in Financial Planning. She has completed her Bachelor of Commerce degree in Marketing and Management in 2019 and then went on to study her post graduate diploma in Financial Planning. 

Chevoune has a deep connection with her family and friends. She has worked diligently to maintain her excellence in her personal and working life.   Furthermore, Chevoune enjoys taking walks on the beach and is enthusiastic about badminton. 

Ultimately, Chevoune Archari is passionate holistic financial planning and making an impact on others.

BRIDGET SEATON  

Paraplanning Assistant  

Bridget has a passion for figures and people. She started her career as a bookkeeper in the motor industry in Zimbabwe and in 2002 she changed countries as well as industries to the financial services industry. Since then she has continued to enhance her love for the trade as well as her skills through obtaining the Certificate In Financial Planning. 

Bridget is married and has two children who are the pride and joy of her life. She loves horse riding, walks on the beach and photography. 

Vusi Nkomo

Bcom  (Financial Management) PGDIP (Financial Planning)
Paraplanner

After obtaining a BCom in Financial Management (UNISA), Vusi went on to obtain his Post Graduate Diploma in Financial Planning while starting to gain experience in the industry through a boutique investment firm.  

He joined the IWM team in 2021 and is passionate about entrepreneurship and books. He believes in getting the job done as quickly and accurately as possible. Vusi also enjoys sports and reading.

ZANDRIE FOURIE

Client Service Manager

Zandrie is incredibly passionate about dealing with our clients.  She sets out each day, striving to grow personally and strengthen relationships with all clients she communicates with.

Zandrie studied in Cape Town and obtained her National Diploma in Business Administration. Zandrie is a long-standing member of our team, having worked as the administration manager in Durban for many years.  On relocating to Bloemfontein, we were fortunate enough to retain Zandrie, working out of her remote office as our Client Service Manager.

Friends and family are her pillar in life and she is very close to them. She enjoys braai’s and spending quality time with friends and family as well as daily walks and the outdoors. 

JENNIFER SOLE

New Business/ Administrator

Jenny began her career in the financial industry and during this time she obtained diploma’s in management and practical accounting.  Jenny has also achieved her health and safety officer diploma.

This career path has given Jenny the opportunity to work in different industries enabling her to gain valuable insight into business operations. 

Jenny is our local new business specialist in our team,  having worked across a broad range of our services, she has gained an extensive knowledge into the processing of financial services.

Jenny is passionate about advocating for animal rights as she believes in speaking for the voiceless.  Bird watching and a beach walk with her fur-baby are high on her “things to do list”.

Sharron Matthews

New Business / Administrator 

Sharron spent 17 years in the Recycling Industry, where she was involved with the exporting of recyclable materials.  She was a Personal Assistant and dealt with many local and abroad clients; this paved the way for her passion for communicating with clients.

She joined Independent Wealth Managers in 2016, having not been in the Industry before, she embraced the new challenge and takes pride in the efficient level of service that she sets her mind too. 

Sharron is an integral part of the admin team, with her exceptional experience and knowledge across the broad aspects of our business, she plays a large role in training of new team members and interns.  She also is our Estate specialist, assisting families and lawyers with the challenging and indicate process for a smooth transfer of assets as per our clients wishes.

Sharron loves spending time with her family and her granddaughter is the apple of her eye. 

Alpha Ododah

Administration  

Alpha’s passion for excellent Client Service has gained her invaluable experience in the Financial Services Industry over the last 14 years. 

Alpha’s career began at Milpark Business School where she completed some core Modules in the Certificate in Financial Planning programme, and she has grown from strength to strength over the years. 

Alpha managed our Administration team in Durban before relocating to head up the administration at our Cape Town branch.

Alpha enjoys time with family and friends, based both in South Africa, her chosen home as well as Kenya, her country of origin.   She unwinds by reading non-fictional books, watching non-fictional movies and taking her children to the park and the beach. 

Vebashnee Naidoo

New Business/Administrator

Vebashnee began her career in the insurance industry in 2010 as an administrator, over the years she has gained extensive knowledge which has enabled her to broaden her horizons within the industry.

Although Vebashnee assists in a broad range of our services, she is our Assurance and Structured Product specialist due to her exceptional expertise and knowledge in these areas.  She is a loyal, honest and hardworking individual who strives for excellence in her role on a daily basis. 

She is very family orientated and her family means the world to her, every spare moment is spent with her little boy. 

Raeesa Reyazuddin

B.Ed
New Business / Administrator

Raeesa studied at the University of South Africa and obtained a Higher Certificate in Adult Basic Education and Training (ABET) in 2012 and a Bachelor’s Degree in Education (B.Ed) in 2017. 

Although she is an educator by profession, her passion for helping people and providing professional excellence has led her to the financial industry. 

Raeesa is our global new business specialist and has an extensive knowledge of the various aspects of investing Offshore.

In her spare time, Raeesa enjoys being outdoors, exploring nature and spending quality time with her friends and family.

Haley Greeves

Bcom  (Finance and Economics)
Administrator

Haley obtained her Undergraduate Degree from the University of KwaZulu-Natal majoring in Finance and Economics. Thereafter, she obtained her Honours in Finance. 

Haley has a passion for assisting people and helping them make valuable personal and financial decisions.

Family and friends play an important role in her life, she learns so much from them every day and they have shaped her into the person she is today. She enjoys watching movies, swimming, and learning as much as she can about investing. 

Jamie-Lee Cupido

Receptionist/ Administrator

Jamie-Lee started her career in the Banking Industry, gaining experience in various divisions including being a Banker, an HR Administrator, the Marketing and Coordinator of KZN as well as the Personal Assistant to the Head of the Region. 

In 2020, she joined our team and the Financial Services Industry, which she is thoroughly enjoying and looking forward to growing through experience and further studies.

Jamie has a 17-month-old toddler and a Sugar Glider as a pet. She loves spending time with her family and friends, creating new memories.  She enjoys travelling, eating out and watching movies.

Nokwazi Shezi

Reviews

Nokwazi joined Independent Wealth Mangers in 2004, after obtaining her National Diploma in Office Management and Technology. 

Nokwazi is passionate about client services, and loves working with people. She is open minded and independent. 

She is a wife and a mother of 3 handsome boys, she loves God with all her heart.

Primrose Mzobe

Reviews

Primrose began her career in Rosebank College, completing a Diploma in Accounting and Financial Computing (DAFC).  She joined the Independent Wealth Managers team in 2012.  

She has a passion for preparing reports and updates for our clients as well as working with the rest of our team members.

Her family and friends are very important to her, in addition, she enjoys spending time exercising at the gym or going for a run. 

CYNTHIA NGCOBO  

Office Assistant

Cynthia joined the Independent Wealth Managers team in 2006 as part of the Administration team.

She is passionate about assisting the team with improving and enhancing efficiencies and record keeping.  She is always willing to jump in and assist the various areas of the business when things get busy.

She enjoys listening to music and watching television and adores her family.

PETER CROSS

Bcom
Finance / Commissions

Peter has a B Com degree from UKZN.  After completing articles at Arthur Young, he travelled for 12 months in the UK and Europe.

During his career, he has gained experience in both advertising and banking, before joining the team to assist with finance, commissions and auditing.

Peter has two daughters and enjoys golf, squash and cycling.

Newsletter Signup