Imagine you could combine the knowledge of a Chartered Accountant with a Wealth Planner…
Henri’s academic background includes a B.Com Accounting degree and is registered as a Chartered Accountant South Africa CA(SA) and Certified Financial Planner (CFP®).
His combined skills as a CA(SA), CFP® professional enables him to provide a truly holistic financial plan for clients; efficiently linking their financial past (financial statements, tax returns, et cetera.) to their financial future (financial plan).
Henri worked in the United Kingdom as an investment compliance analyst at a large asset manager and as a financial accountant at a private equity firm.
After returning to South Africa he started a financial planning firm and was as an investment specialist for High Net Worth individuals at Absa Wealth and Investment Management.
He is currently at Efficient Wealth http://efw.co.za/financial-planning/ as an independent financial planner.
‘Over the years he treated his investors as partners, acted as their steward, and championed honesty as an investor, CEO, board member, essayist, and speaker.’Mr Warren Buffet
Henri says: “May I be honoured in the same way for dedicating my life and energy to creating wealth for people.”
The majority of his clients are graduate professionals, and he has an extensive working knowledge and experience of the PPS, Sanlam and Momentum product range. However, a number of his clients do not qualify for PPS, and the other companies provide suitable alternatives in this regard.
Henri also forms part of the Dimensions Practice Management (DPMS) http://www.dpmsolutions.co.za/ team who offers Financial and Billing solutions to Medical Practitioners from various fields.