Your Journey to Greatness

The Journey To Greatness Starts Here.

As your team of Wealth Managers, our goal is to ensure you always stay in control of your finances — never your finances in control of you.

Schedule a Meeting → Explore Our Services

50+

Combined years of advisory experience

FSP 8866

Authorised Financial Services Provider

Areas of integrated wealth planning

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Our Purpose

Every decision we make is shaped by a clear sense of purpose.

As your team of Wealth Managers, 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.

About Us

We don’t just build plans — we build relationships.

At The Wealth Room, we believe financial planning should feel purposeful, not overwhelming. Our approach centres on Integrated Wealth Planning — a holistic process that brings every part of your financial life together, from risk protection and investments to retirement, healthcare and estate planning.

We listen deeply to understand your goals, translate your circumstances into a clear roadmap, and guide you with education, transparency and support every step of the way. Our role isn’t to tell you what you can’t do — it’s to help you confidently pursue the life you imagine.

“

Your money should work for you, not the other way around.

— Robert Kiyosaki

Empowerment

We educate, guide and equip clients so they can take control of their financial future with confidence.

Integrity

Honesty and transparency are at the heart of everything we do — because trust is the foundation of a strong partnership.

Holistic Thinking

We look at the full picture — not isolated products — so your plan aligns with your life, your goals and your legacy.

Long-Term Partnership

We’re here for the journey, not just a transaction — keeping you focused, flexible and prepared for what lies ahead.

Human-Centred Service

We value meaningful relationships, genuine care and personalised guidance that reflects who you are and what you want most.

Our Process

You’re part of the process, every step of the way.

There are no black boxes, no hidden agendas and no surprises — just open conversations, honest guidance and a plan that adapts as your life evolves.

Why — Your Needs

Greatness begins with you and your goals.

Before we talk about numbers, products or projections, we start with what truly matters to you — your lifestyle, your ambitions, your family, your values and the life you want to build.

How — Our Process

We work with you, not around you.

The best outcomes come from collaboration and shared decision-making. We help you understand your options and the trade-offs of every decision — so you stay informed, involved and in control.

What — Your Solution

One coordinated, integrated strategy.

We bring every part of your financial life into a single plan. When these elements work together, your plan becomes a framework for living with confidence, intention and impact.

You + Your Journey + Us + A Plan + Action = Greatness

Our Team

Meet your Wealth Room team.

A dedicated team, structured around clear roles — ready to embark on a journey to greatness with you.

Directors

Grant van Zyl

Certified Financial Planner® & Director

Over 22 years in the industry, championing holistic, people-first financial planning.

Francois van Wyngaardt

Wealth Manager & Director

A decade of advisory experience, focused on intentional, client-centred wealth guidance.

Operations

Phillipa Leadbetter

Operations Manager

Drives the systems, team unity and innovation that keep the practice moving.

Berdine Lombard

Client Relationship & Front of House Manager

Joined in 2026, welcoming clients and managing front-office operations to ensure professional, efficient service.

Wealth Planning

Rudi Bouwer

Wealth Planner

A mindset-shifting approach to the client journey toward financial freedom; Golden Key honorary member.

Monica Pombo

Wealth Manager

Partners with clients on integrated wealth planning aligned to their long-term goals.

Keanu Le Roux

Wealth Manager

Holistic wealth planning and behavioural coaching focused on lasting, long-term wealth.

Life and Invest

Werner Redelinghuys

Paraplanner

Joined in 2026 supporting client planning and relationship management. Holds a BCom in Investment Management and is completing his Postgraduate Diploma in Financial Planning toward his CFP®.

Jonathan Guy

Junior Advisor Paraplanner

Joined in 2026 supporting client planning and strategy implementation. Holds Honours degrees from Stellenbosch University and is working toward his CFP®.

Short Term Team

Morne van Wyngaardt

Head of Short-Term Insurance

Oversees the structuring, placement and ongoing management of personal and commercial insurance portfolios — ensuring clients receive tailored, cost-effective solutions.

Kim De Wee

Assistant to the Short-Term Manager

Provides administrative and operational support to the Short-Term Manager, keeping the department organised, efficient and running smoothly.

Rey Viljoen

Claims Consultant

Manages short-term insurance claims efficiently, working closely with insurers, brokers and service providers to ensure smooth, well-communicated resolutions for clients.

Health Team

Mecall Roman

Health & Gap Cover Administrator

Administers healthcare and gap cover arrangements so clients access the right cover.

Housekeeping

Jesca Bvitira

Housekeeping

Helps keep the office welcoming, comfortable and well-run for team and clients.

Your Journey, Our Passion.

Explore Our Services

A holistic plan, built around your life.

Explore our range of services designed to help you move forward with confidence, wherever you’re headed next.

Integrated Wealth Planning

We take a holistic view of your entire financial life and bring every moving part into one clear, personalised plan — aligning your goals, lifestyle, cash flow, investments, protection and long-term strategies to answer the most important question: how much is enough?

Risk Protection

We help you protect your income, family and assets against life’s uncertainties. Through carefully structured risk solutions, we ensure that illness, disability or unexpected events do not derail your long-term financial plan.

Healthcare

We guide you in choosing and structuring the right healthcare solutions for your needs and stage of life — focusing on affordability, appropriate cover and long-term sustainability, so you can access quality care with peace of mind.

Investments & Savings

We build disciplined, goal-driven investment and savings strategies aligned to your objectives, timeframes and risk profile — focused on long-term growth, diversification and consistency, helping your money work harder.

Retirement Planning

We help you plan for a financially secure and fulfilling retirement, creating a clear roadmap from today through to your retirement years — structuring savings, investment strategy and income so you can retire with certainty.

Business Planning

We support business owners and professionals with integrated planning that connects business strategy to personal wealth outcomes — from cash flow and succession to risk and investment planning.

Estate Planning

We assist you in structuring your estate to protect your loved ones and preserve your legacy — coordinating beneficiaries, estate structures and long-term intentions so your wealth is transferred according to your wishes.

Not sure where to start?

Every plan begins with one conversation. Let’s talk about what matters most to you.

Schedule a Meeting →

Get In Touch

Your financial future starts with one conversation.

Set up a no-obligation meeting with one of our Wealth Planners. We’ll listen first, and plan second.

Schedule a Meeting → Email Us Call 021 853 3316

✉ Email
info@thewealthroom.co.za
☎ Telephone
021 853 3316 · Fax 021 853 3421
⚑ Visit Us
Langenegger Street, Gants Plaza,
Strand, 7140
◷ Office Hours
Monday – Friday | 8:00 – 17:00