Our investment team is led by Guillaume Oberholzer. Guillaume is a CFP® professional. He specialises in investments, especially shares, local as well as offshore. He is joined by Kobus Lourens (managing director and founder) as well as Marius Hugo (independent stockbroker) on the investment committee. Together, they manage more than R 1.3 billion worth of investments and ensure that our clients' investments are well looked after.
Our philosophy is to not try any funny business. Stick to quality investments that will deliver a return over the long run and ensure that risk is managed.
The investment arm has 3 staff currently in training to become CFP® professionals. This is to ensure continuity and a high level of knowledge in the business.
Contact Guillaume if you need help with any of the following: