About Us

If you want to learn more about us, you’re in the right place. Read to learn how we managed to grow our business so fast.

Meet our Director

Jeanne Erasmus

Jeanne has been in the Finance and Insurance industry since February 1994.

She started her career at Liberty and has also been employed by First National Bank, South Africa. After years of gaining the experience required to spread her wings, she felt the need to support clients on a more personal level and partnered with a franchise company in Emalahleni.

Since then she has grown into a successful business woman and has maintained a clientele that urged her to strike out on her own in 2017.

She is a member of the Financial Planning Institute (FPI) as well as The Fiduciary Institute of South Africa (FISA).

she proudly shows off these qualifications on her wall which, amongst others, include senior Financial Advisor CFP (NQ6 Wealth Management Specialist) and LLB.