Renee is a Certified Financial Planner® and a member of the Financial Planning Institute of South Africa. She started her career in 1998 at TMA Pty Ltd before joining Investec in 2001. She was appointed as a financial advisor at Brenthurst Wealth in 2008. She holds a Higher Certificate in Financial Markets from The Institute of Financial Planning. She has extensive experience in developing financial planning strategies to suit clients’ particular financial needs and investment strategies.
Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in the 2017 Intellidex Wealth Manager and Private Bank Award. The company has six offices countrywide, providing independent financial advice by experienced and highly qualified financial advisors.
Brenthurst 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.