As your team of financial coaches, our goal is to ensure you always stay in control of your finances and never your finances in control of you. This is how life-long dreams become everyday reality and a legacy is left behind. With our integrated wealth planning process, we help you understand how much is enough, so you can regain control of your finances and follow your passions.
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
Please find out complaints resolution policy here.
Please find our POPIA & PAIA policy here.
As your team of financial coaches, our goal is to ensure you always stay in control of your finances and never your finances in control of you. This is how life-long dreams become everyday reality and a legacy is left behind. With our integrated wealth planning process, we help you understand how much is enough, so you can regain control of your finances and follow your passions.
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
We won’t focus on telling you what you can’t do. Instead, we’ll help you understand the time implications and sacrifices you’ll need to make in order to do what you want to do. Whatever that is.
Dynamic and passionate about helping you achieve the lifestyle you want, your team of financial coaches are ready to embark on a journey to greatness with you.
Let’s start with your NEEDS
Your finances are just one part of your journey. Greatness begins with you and your goals.
Let’s move to our PROCESS
Let’s end with your SOLUTION
How do you plan to make a positive impact and leave a legacy? We’ve developed a formula to help you achieve your goals:
YOU + YOUR JOURNEY + US +PLAN + ACTION = GREATNESS
Contact us
T 021 853 3316
F 021 853 3421
Langenegger Street, Gants Plaza, Strand, 7140
PO Box 5051, Heldervue, 7135
Dynamic and passionate about helping you achieve the lifestyle you want, your team of financial coaches are ready to embark on a journey to greatness with you.
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GRANT VAN ZYL Certified Financial Planner® and Director
Grant is on a mission to change people’s perception of financial planning. He’s been in the industry for more than a decade and continues to be passionate about creating wealth for his clients. He believes it’s his duty to share his knowledge, so all his clients can reach financial freedom. Investing in the stock market falls under his list of hobbies and he keeps active by getting on his bike or board.
Connect with Grant:
“Build confidence through education.” |
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FRANCOIS VAN WYNGAARDT Financial advisor and Director
Francois has been in the industry for more than a decade and continues with his passion to serve his clients with the best financial advice. Francois joined The Wealth Room in 2020 after being one of the top Discovery affiliated advisors. He decided to make the move to a fully independent space in 2020, and officially became a shareholder and director of The Wealth Room. Francois has made it his duty to ensure The Wealth Room reaches new heights, and truly lives up to the potential that he has envisioned when he first joined.
“Journey to greatness” |
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PIETER SLABBERT CHIEF OPERATIONS MANAGER
Pieter joined the financial services industry in 2019 after graduating with a B Com Finance degree in 2018. He initially started out as a financial planner, and served this role for 2 years. Within those first two years, Pieter gained a wealth of experience and insight into the internal workings of the company and the various departments. Pieter’s responsibilities grew further and started assisting top management with various projects relating to internal processes. In 2021 Pieter was officially promoted to the role of Chief of Operations where he is able to serve his team best. Pieter manages everything from Operations, to HR, and all Company Finance related activities.
“Amor Fati (love of fate)” – Nietzsche |
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RUDI BOUWER FINANCIAL PLANNER & PPS GOLDEN KEY HONORARY MEMBER
Rudi has been fortunate to be on the receiving end of sound mentorship. This has served his clients well during his career of almost a decade in the financial services industry. He offers them an experience that not only changes their financial position but also their way of thinking. In a volatile economic environment, he understands the importance of staying focused and knowledgeable. Rudi strives to add value to every step of his clients’ journey towards financial freedom.
Connect with Rudi:
“The greatest gift in life is our relationships. In these connections, we discover our purpose.” |
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KIM DANIELS SHORT-TERM PERSONAL LINES MANAGER
Kim started working as a receptionist at Golf Village, she found the courage and decided to build up her career and became a supervisor at the Golf Village for more than 6 years. She was adventurous and decided to start a new journey with a short-term company where she worked for 10 months and got a golden opportunity in joining The Wealth Room. She loves what she is doing and feels it was the best decision she ever made. She is happy with her new family and couldn’t ask for anything better.
“A Journey of a thousand miles begins with a single step.” |
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DOUW HURTER HEAD OF LIFE AND INVESTMENT
Douw graduated from Stellenbosch University with a B Com Finance degree in 2019. When Douw first started at The Wealth Room, he was only shadowing to gain invaluable experience from our diverse team. Douw quickly showed that he possessed a great drive and initiative, and officially joined the team in 2020, where he took over the role of Head of Life and Investments. Douw has also recently finished is post graduate in Financial Planning.
“Learn from the past, but live for the future” – Star Wars |
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MECALL ROMAN HEAD OF HEALTH AND GAP
Mecall started in the financial industry in 2011 as a PA for a Financial Advisor. From there she began her journey with The Wealth Room in 2017 and because of her past roles, this helped build her expertise in the health sector. She is currently head of the Health Department and servicing all health clients and is passionate about client service. She enjoys spending time with her son outdoors and enjoys family time.
“Success is not final, failure is not fatal, it is the courage to continue that counts.” |
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JAIMEE MOORE HEAD OF SHORT-TERM CLAIMS
Jaimee started at The Wealth Room in 2020. She initially started in the position of receptionist, but soon showed that she has a lot more potential and skill to offer the team, and within 6 months got promoted to Head of Claims management in our Short Term department. Jaimee is also busy with her Masters Thesis in Philosophy, and keeps the team in good spirits on a daily basis. She is a true asset to the team.
“I think therefore I am” |
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FAITH MUROPHA FRONT OFFICE MANAGER
Faith joined The Wealth Room in 2021, and currently serves in the role of Front office manager and reception. Faith’s natural kindness translates very well to each client that she interacts with at The Wealth Room. Faith serves a crucial role in the maintenance of our professional client experience, and also works hand in hand with our ever growing Health and Gap cover department. We are very fortunate to have her on our team!
“If you can dream it, you can do it” |
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PHILLIPA LEADBETTER CLIENT LIAISON MANAGER
Phillipa has served in the Financial industry for more than a decade, and with her wealth of experience when it comes to client relationship management, she has truly become the “Voice of The Wealth Room”. She is has built and maintained the professional client experience every client will experience when they deal with The Wealth Room. She handles all our advisors’ diaries, from Appointments to the closing of business deals. She truly is a talented individual and a great asset to our team.
“I think therefore I am” |
Hello and welcome!
This is where you’ll improve your financial literacy. I’ll be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABCs: once you have the foundation, you can understand it much better.
Do you want to broaden your mind to business? Then you’ll be interested in my interviews with top South African business men and women. You’ll get a deep insight into what makes them tick.
With more than a decade’s worth of experience in the financial sector, I assure you I have picked up many insights along the way (and I am still learning more). I look forward to sharing these with you on your journey to greatness.
If you have any question, feel free to email me or post a comment. View Video
Grant van Zyl
Certified Financial Planner®
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