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Contact information

 
 
Unit 2B Cedar Office Estate
Stinkwood Close, Fourways
 
https://www.bwm.co.za

About

Rozanne is a Financial Advisor as well as a Fiduciary Services Provider (non-practising attorney) successfully bringing legal expertise to the financial planning role, with a special interest in direct offshore investments and cross-border estate planning.

A self proclaimed ‘global citizen’, having lived in Brazil, USA, PR of China – a multi-linguist, providing a global perspective to daily dealings with private clients and HNWI’s, with long term wealth creation and building successful client relationship at the heart of her focus.

Rozanne is currently under direct supervision of Brenthurst director and founder, Magnus Heystek. Holding the following qualifications: BA (Psychology & International Studies), LLB, Dip in Offshore Trust Management, Post Grad Dip Financial Planning, and completed RE5 – Rozanne is qualified to advise clients on all investment-related matters.

Company info

Brenthurst Wealth was announced as the Top Boutique Wealth manager in SA in 2020 and 2017, runner-up in 2016, top three in 2018 and in the top four in 2021 in the Intellidex Wealth Manager and Private Bank Award. The company has eight offices countrywide and one international office in Mauritius, providing independent financial advice from experienced and highly qualified financial advisors.

Brenthurst has a predominately high-net-worth client base consisting of individuals, companies and trusts. It provides comprehensive financial planning solutions which include retirement planning, tax planning, investment planning, direct offshore investment, risk planning, a foreign exchange service, wills and estate planning.

The company was established in 2004 and has an established track record of providing exceptional service to clients, maintaining a high client retention rate.

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Rozanne's views

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