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Contact information

 
 
Unit 3, La Grattitude Office Building
97 Dorp Street, Stellenbosch
 
https://www.brenthurstwealth.co.za

About

Ruan joined the Brenthurst Wealth Team in 2021 as an advisor/paraplanner and currently works under the direct supervision of Sonia du Plessis and André Basson in our Stellenbosch office.

He obtained his BCom (Financial Sciences) degree at the University of Pretoria in 2018. Consequently, he also enrolled with CIMA (Chartered Institute for Management Accountants) as a prospective CGMA candidate and will complete all the relevant CIMA exams.

He is also currently studying towards his Diploma in Investment Management at the University of the Free State.

Ruan’s previous experience includes “tax and advisory” at Crowe Tax and Advisory Services in Stellenbosch.

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.

Ruan on Moneyweb

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Ruan's views

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Have your bread buttered on both sides. ...

The property investment pitfall: Busting the myths

20 Apr 2022
There is far more to consider when investing in property than the mere price you pay, and the rental income derived from this investment. ...

War and your wealth: How should your portfolio be structured to fight a war?

8 Mar 2022
It is important to focus on building well-diversified portfolios on a global scale. ...

Tax vs your investments: Which will come out on top in 2022?

18 Jan 2022
In life, there are only two certainties: death and taxes. The only difference between them is that death does not get worse every time the government meets. And by the way, you don’t pay taxes – t ...

Avoid these investment mistakes in 2022

10 Jan 2022
If you are careful in your approach, you will give yourself a better chance of bringing your financial new year resolutions to fulfilment. ...
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