Brian is the Managing Director of Brenthurst Wealth and a Certified Financial Planner®. He started his career in financial planning in 1998 with Magnus Heystek Investment Planning Services and then briefly at Citadel after which he joined Heystek International, which became Brenthurst Wealth in 2004. He is a key individual for Brenthurst, head of financial planning at the Cape Town office and responsible for compliance countrywide. He holds a Post Graduate Diploma in Financial Planning obtained at the University of the Free State and is a member of the Financial Planning Institute of South Africa.
Brenthurst Wealth has five offices countrywide, providing independent financial advice by experienced and highly qualified financial advisors.
The company has a predominately high net worth client base consisting of individuals, companies and trusts and provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, long term insurance, wills and estate planning.
Brenthurst Wealth was one of the first companies to receive the FPI Approved Professional Practice™ accreditation, the premier accolade and recognition of adherence to the highest standards of professionalism and service in the financial planning industry.
The Approved Professional Practice™ accolade is only bestowed upon a practice once certain rigorous criteria have been met, which include, amongst others, that at least 60% of the planners are Certified Financial Planners and at least one CFP® professional is a key individual.
The company was established in 2004 and has an established track record of exceptional service to clients and maintains a high client retention rate.