Angélique, a director at Baraza Wealth, has 26 years’ experience in the financial industry. She is a Certified Financial Planner, a member of the Society of Trust and Estate Practitioners (STEP) and the South African Institute of Tax Professionals (SAIT). She was chairperson of the Fiduciary Institute of Southern Africa (FISA) and is currently a national council member. She has a master’s degree in law and a post graduate diploma in financial planning. Positions held previously were head of fiduciary at Standard Bank Private Clients, head of governance at FNB Trust Services and director at FNB Trust Services Namibia.
She regularly appears on TV and radio interviews to discuss various aspects of financial planning, trusts, wills and estates. She has also presented numerous talks and has written articles for publication on these subjects. Angélique is passionate about the industry and wants to help people to improve their financial well-being.
BARAZA WEALTH understands that people want to be taken care of by a single professional organisation which offers independent wealth advice. Collaboration is integral to our business and we have established a network of recognised experts in the industry who form part of our team. Togeteher we ensure that bespoke solutions are presented to our clients.
The cornerstone of our business is the relationships we build with our clients, strategic partners and employees. We believe by working closely with our clients and partners we will ensure that our clients’ financial wellbeing is taken care of to the best of our ability; and this ethos is reflected in our name BARAZA WEALTH ‘meeting of minds®’.