We are pleased to share with you the exciting developments which are taking place at Sandy Wingfield-Turner & Associates (Pty) Ltd.
Many of our clients have asked what the future plans are for my business should I eventually have to retire, or heaven forbid, get run over by a bus!
With this in mind and considering the legal requirements by the Financial Services Board (FSB), I have recently concluded a merger which has been in the planning for some time with a younger, highly qualified, independent financial professional. Susan Mercer (47yrs) of SM Wealth Coaching (Pty) Ltd has a national footprint with offices in KwaZulu-Natal, Johannesburg and Cape Town, is active in the field of financial coaching and a participant in various types of related media and education. We have worked very closely for the past seven years; in fact many of you may have already met Susan at our functions. She has been in our industry for some 20 years and is a graduate of the Orange Free State University with a post graduate Diploma in Financial Planning (CFP). Importantly, we share the vision of total commitment to placing our client’s needs first.
In addition we have engaged the services of Fundhouse, an established industry expert in the field of practice management, fund research, asset manager and portfolio analysis. The partnership with Fundhouse allows us to draw on extensive independent resources with their team of professionals, based both locally and internationally. In so doing, this enables us to continue to provide you with our best service and advice in this ever-changing world of financial planning.
We welcome Susan and Fundhouse on board as strategic partners!
We look forward to a mutually happy and fulfilling partnership. My Team and I remain as always, committed to providing you with the highest quality of service excellence.
Sandy de Bruyn