The Team

Skottie Smit, Principal Associate and Director

Skottie Smit

| Founder and Principal
MSc (Stellenbosch) | BComm | MBL (Unisa)

Skottie held several management positions at industrial firms for more than 20 years.  Since 1993 he has been focusing on personalised planning and advice as well as the management of investment portfolios.  He helped Citadel (previously known as JMM Investments) establish their Cape Town office in the early 90's and was instrumental in shaping our planning philosophy.  Skottie appreciates vintage cars.
 

Jurie Gouwsventer

| Associate
MA (Clinical Psychology) | MBA (Stellenbosch) | CFP®

Jurie Gouwsventer started his career as a clinical psychologist, having graduated from the University of Stellenbosch in 1986.  He soon moved to Old Mutual, initially as a personnel consultant.  While there, he enrolled at the University of Stellenbosch Graduate School of Business and moved to Old Mutual’s investment division.  He left the company at the end of 1993 as a senior investment fund manager to start his own financial planning firm Mindfulmoney (Pty) Limited.  Jurie’s training as a clinical psychologist combined with his extensive experience in the field of personal finance, enables him to offer his unique blend of personal financial coaching.  In his spare time, Jurie tries his hand at playing the cello.

Willem J. Smit

| Associate and Director
BEng Industrial (Stellenbosch) | MBA (Louisiana, USA) | CFP®

With a focus in the banking and insurance industry, Willem draws on international experience in consulting and advisory services that spans a period of more than 10 years of which 2 years were with Accenture; a leading global consulting firm.  After completing his post graduate studies, he worked for a start-up company in San Francisco leading up to the dot-com bubble in 2000 (needless to say, the company does not exist anymore).  He later joined a local health insurer in California that managed group programs for employers such as Lockheed Martin and Google.  Willem takes an analytically approach to financial planning, but ultimately appreciates the importance of understanding each individual’s unique circumstances and needs.  When possible, he spends his time outdoors and enjoys camping as well as cycling.

Leon I. Görgens, Associate

Leon I. Görgens

| Associate
BComm (Hons)

Leon comes with 28 years of financial management experience and contributes to a wide variety of topics.  Leon is passionate about his clients and is convinced that important financial decisions need to be supported by a comprehensive financial plan.  Leon enjoys travelling with his wife Miemie.

Johann Kruger

| Associate
B Rek Hons (Stellenbosch) | CA (SA) | CFA®

Johann invested the first nine years of his career at PwC (PriceWaterhouseCoopers).  The first three years was in Cape Town (completing his training contract as Chartered Accountant), followed by six years in the Banking and Capital Markets Division in London, UK.  After a career break he joined Lloyds Banking Group as Financial Risk Management Consultant. During the his nine years as client facing financial risk management expert in the heart of the City of London he gained invaluable knowledge and insight into the inner workings of the banking industry, its interaction with the corporate world, and an understanding of what drives asset markets both in the short as well as long run. Johann returned to South Africa in 2015.  He manages his family’s funds and enjoys educating people on various finance related topics.  Johann invests most of his spare time in his family and loves cricket.

Jacques Lubbe

| Analyst & Paraplanner
BComm (Investment Management) | CFP® | CFA®

Jacques’ undergraduate studies focused on the field of investments. While completing a post-graduate diploma in financial planning at the University of Stellenbosch, he enrolled as a candidate in the CFA programme and successfully passed Level 1. In 2013, he started working in the financial planning industry. In his free-time he enjoys good music and the outdoors.

Helene Petzsch

| Office Manager
BComm | LLB (Stellenbosch)

After working as a public prosecutor for many years, Helene decided to raise her family, while working in their own family business.  During 2014 she qualified herself as a certified financial accountant and are now responsible for managing our office.  She enjoys weekends at Jacobs Bay on the West Coast.

Natasha Herandien

| Portfolio Administrator & Assistent

With over 18 years of administrative experience in the public sector as administrator and office manager at the magistrate’s court, Natasha decided to exchange the fast paced world of meeting deadlines and apply her skills somewhere else.  She is also passionate about working with vulnerable groups especially woman and children.  Doing motivational speeches and initiating outreach programs is what she loves doing to empower those lesser fortunate individuals.

 

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