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Contact information

 
 
012 030 0267 / 084 513 8327
 
Building 2, Office Park, 180 Garsfontein Rd, Ashlea Gardens, Pretoria, 0081
 
https://overberg.biz/

About

Werner is the Wealth Manager and Regional Director for Gauteng, Limpopo, Mphumalanga and KZN region at Overberg Asset Management.

He was educated at Stellenbosch University, where he completed his honours degree in Investment Management in 2011. After graduating he pursued a career in the business consulting industry, specialising in areas such as financial analysis, company valuations, business turn- around, and financial planning. In 2016, he enrolled in the full-time MBA course at the University of Stellenbosch Business School and graduated in February 2017.

He completed his FAIS Regulatory Exams: RE 1 and 5 in 2018, his advanced post-graduate diploma in Financial Planning at the University of the Free State in 2019 and became a Chartered Financial Planner in 2020.

Werner is based at our Pretoria office. His experience and extensive qualifications make him a great asset to our company and our clients.

He is an avid reader of financial literature. He especially enjoys the book “The most important thing Illuminated”, written by Howard Marks and “The Psychology of Money”, written by Morgan Housel.

Company info

Overberg Asset Management specialises in the management of private share portfolios and in providing financial advice, tailored to the investment objectives of each client.

We offer a range of private share portfolio options as well as estate planning and trust structuring advice.

Overberg has a proven track record in global and domestic South African markets across a range of asset classes. At the cutting edge of investing, we ensure that clients capitalise on exciting investment opportunities.

Private clients, trustees and companies will benefit from a discreet and loyal service founded on an understanding of their investment needs. They can look forward to a long-term relationship built on consistent performance.

Overberg is a registered investment manager, licensed and regulated by the Financial Services Conduct Authority of South Africa as both a Category 1 and Category 2 Financial Services Provider (FSP) in terms of the Financial Advisory and Intermediary Services (FAIS) Act (License no. 783).

Werner on Moneyweb

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Werner's views

Important economic indicators for investors

22 Jun 2022
It is important for investors to keep track of the current state of the economy and anticipate future changes in order to make informed investment decisions. ...

Behavioural lessons to improve your financial success

31 May 2022
The lessons in 'The Psychology of Money' that stood out to us at Overberg Asset Management. ...

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