The Wealth Room

GRANT VAN ZYL

Certified Financial Planner® and Director

Grant is on a mission to change the perception of financial planning for all those who engage with
him. He empowers them to take charge of their funds, instead of their funds being in control of them.
He has been in the industry for over twenty-two years and is passionate about holistic financial
planning and coaching each client on their journey to greatness. Grant dreams that each client can
reach their financial freedom and peace of mind, whilst unlocking their full potential.

“Build confidence through education.”

FRANCOIS VAN WYNGAARDT

Financial advisor and Director

With over a decade of experience in the industry, Francois remains dedicated to delivering
exceptional financial guidance to his clients. Following a successful tenure as a top-
performing Discovery affiliated advisor, Francois decided to join The Wealth Room in 2020.
This strategic move allowed him to Seek greater autonomy, to an independent space, where
he continues to provide expert advice and personalized service to his clients.

“Journey to greatness”

RUDI BOUWER

WEALTH PLANNER & GOLDEN KEY HONORARY MEMBER

Benefiting from wise mentorship, Rudi has built a successful career in financial services, positively
impacting his clients’ lives. He delivers a transformative experience that not only improves
their financial situation but also shifts their mindset. In today’s volatile economic landscape,
Rudi recognizes the need for steadfast focus and expertise. He is dedicated to enriching
every aspect of his clients’ journey towards financial liberty, providing valuable guidance and

support every step of the way.

“The greatest gift in life is our relationships. In these connections, we discover our purpose.”

PHILLIPA LEADBETTER

OPERATIONS MANAGER

Phillipa began her journey at The Wealth Room in August 2019 as The Client Liaison Manager
whereby her performance and dedication earned her a promotion to Assistant Operations
Manager in May 2023. Just a few months later, in October 2023, Phillipa seized the
opportunity to step into the Operations Manager role. With her strong passion for fostering
team unity and innovation, Phillipa is committed to implementing effective systems and fresh ideas that propel the company forward.

“Obstacles can’t stop you.”
Jeoffrey Gitomer

MONICA POMBO

HEAD OF SHORT-TERM DEPARTMENT

With thirteen years of experience under her belt, Monica brings a unique blend of academic expertise and real-world experience to her work. Having served a wide range of clients, from individuals and families to business owners. Her client-centric approach to underwriting prioritises transparency, clear communication, and a deep understanding of each client’s needs. With unwavering dedication, Monica upholds the highest standards of service and integrity, ensuring her clients receive expert guidance on their path to financial stability and security.

“The only limit is your mind”
Napoleon Hill

KIM DANIELS

SHORT TERM CLAIMS & 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.”

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.”

MORNE VAN WYNGAARDT

PARA PLANNER – LIFE & INVEST

Morne brings 5 years of expertise in the financial sector, combining his passion for finance and investments with robust analytical skills, thereby making him an outstanding Para-planner. He operates with the highest ethical standards and adheres to industry best practices. As a key team member, Morne provides invaluable support to our financial advisers, playing a vital role in their success.

“Work Hard, Play Hard.“

REY VILJOEN

CLIENT RELATIONSHIP AND FRONT OF HOUSE MANAGER

Rey joined The Wealth Room in late 2023, initially taking on a temporary role as Short Term Claims Administrator. However, her exceptional abilities and potential quickly shone through, leading to a permanent position as Client Relationship and Front of House Manager. With a rich background in customer service, sales, and management, Rey brings a valuable skillset to the team. Her drive for excellence is evident in her passion for streamlining processes, resolving challenges, and continuously seeking knowledge and growth opportunities.

“What is the point of being alive if you don’t at least try to do something remarkable?”
John Green

JESCA BVITIRA

HOUSEKEEPING

Since joining our team in August 2018, Jesca has been a shining star and a pillar of warmth, bringing joy and comfort to both staff and clients alike. With her thoughtful gestures, like always having a fresh cup of tea or coffee at the ready, she creates a welcoming atmosphere. Jesca’s exceptional care and attention to detail keep our office immaculate, and her bright smile illuminates the space. As a beloved mother figure, she generously shares her wisdom and kindness, making every day brighter.

“Always do your best.“