Sonia has 14 years of experience in the financial services industry. She is a Certified Financial Planner® and holds a B.Com degree obtained at the University of the Free State. She started her career at Magnus Heystek International as financial planning assistant. After a two years with Absa Private Bank, where her focus was on investment and life insurance, she joined Brenthurst Wealth as a financial advisor in 2009. She now focuses on financial planning and investment strategy.
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.