the team

B.Compt (Hons), CA (SA)

Nick is a chartered accountant and has been an investment analyst since 1995. During this time he has been rated in the top-two in the annual Financial Mail Analyst rankings in most industrial equity sectors. Nick was a director at HSBC Securities, Deutsche Securities and most recently managing director of Vunani Securities. As a stock market specialist he has gained invaluable insight into the processes and psyche of the leading fund managers in South Africa.

Highly-rated stock market analyst past 15 years
Articles Deloitte & Touche
Director HSBC Securities
Director Deutsche Securities
Managing Director Vunani Securities

B.Com (Hons), ILPA, CFP

Rod is a Certified Financial Planner (C.F.P.) and has been a financial and investment advisor for the past 20 years. He has specialised in wealth management for high net worth individuals in the area of unit trusts. This experience has enabled him to select the most suitable investment portfolios to match client risk profiles, most recently at Nedbank Private Bank from 2005 - 2009.

20 Years of Wealth management experience
Syfrets Private Bank
HSBC Private Bank / Securities
Nedbank Private Bank

B.Bus.Sci (Honours in Finance)
Studying towards her Chartered Financial Analyst (CFA) certificate.