At Bredfin, we help clients to be smarter with their money through goal-based planning. We're independent advisers who are serious about your financial success. We assist our clients with all things money, including investment planning, life assurance planning, medical aid advice and short term insurance.
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Bredfin is an Authorized Financial Services Provider. FSP No. 4561
PGDip Financial Planning (USB)
Brag Bit: Founder and director of Bredfin. I started my career at Liberty Life and realized that the best advice is independent advice and then Bredfin was born.
If I didn't do this I would be: Sitting on the beach in Thailand enjoying the sun.
Director and Adviser
BCom (Management Accounting) (US), PGDip Financial Planning (USB)
Brag Bit: I started my "investment career" as a child buying and selling shares with my Dad. Now many years later I love the journey of helping clients invest to reach their personal financial goals. Having an accounting/tax degree background adds huge value when structuring investment portfolios.
If I didn't do this I would be: Owner of running specialty store, or farming.
BComHons (Financial Analysis) (US), PGDip Financial Planning (UOFS)
Brag Bit: I started my career in finance over a decade ago. Before I joined Bredfin, I worked at Allan Gray for 7 years and that was a great training ground for all things money. I love working with people and building personal relationships with my clients. I once helped a client to save almost a R100 000 on her tax bill which she was then able to use to go on a holiday.
If I didn't do this I would be: A florist and live in the Caribbean.
Anika CA(SA), CFP®
BBusSci (UCT), HDAcc (Wits), PGDip Financial Planning (Mlprk)
Brag Bit: I do all reporting for my husband's medical practice and have gathered many pearls of wisdom over the years! With my degree I also did enough law courses for half an LLB - business, estate and tax law which is super helpful for the long term financial planning of my clients.
If I didn't do this I would be: Busy with a million other things - I can't sit still for long.
NQF 5 (PSG)
Brag Bit: I gained my knowledge in the medical aid industry working as a consultant for Discovery Health and Profmed, but realised the most value I could add was working as an independent medical aid adviser and giving clients the best product to suit their needs. I pride myself in specializing in the products that I offer. I love helping people and making a difference!
If I didn't do this I would be: A full-time soccer mom.
Director of Bredfin Insure
N.Dip (M3+) NQF5 (UNISA)
Brag Bit: So I've long reached double digits in years doing insurance...sadly this gives away my age, but the experience gained is invaluable and to the benefit of my clients and personnel. I may have been accused of being over cautious, but I wear those stripes as a proud representative of a prudent insurance advisor.
If I didn't do this I would be: Somewhere tropical, by the sea, spending most of my time on beaches and swimming with any aquatic animal that would allow me.... and possibly trying to insure someone's property, just to make a buck for a cocktail in the evenings while looking at sunsets.