The Team

Skottie Smit, Principal Associate and Director

Skottie Smit

| Principal Associate and Executive Director
MSc (Stellenbosch) | BComm | MBL (Unisa)
Founder and Principal

Skottie is the founder and principal. 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 and Non-executive Director
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) Ltd.  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 Executive 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) | AFP™

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.

Cobus Rysbergen

| Associate
LLB (Unisa) | MBChB (Stellenbosch)

Cobus started his career as a physician, practicing for more than 10 years, of which a few years were in Canada.  He specifically enjoyed the field of bioethics and served on a clinical ethics commitee.  It was during this time however that he became aware of the many challenges that individuals face whilst making financial decisions and subsequently developed a keen interest in personal financial planning.  He furthered his studies by obtaining a LLB degree and finished his Diploma in Financial Planning with the University of Stellenbosch in 2015.  He has a special interest in helping medical practitioners achieve their financial goals.  Cobus enjoys photography and spending time with his family.

Jacques Lubbe

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

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.

Richard Collins

| Analyst & Paraplanner
BComm

Richard undergraduate studies focused on economics and financial management at the University of Stellenbosch where he obtained his BComm degree in 2015. In 2016 he started working in the financial planning industry. He is furthering his studies by enrolling for a post-graduate diploma in financial planning at the University of the Free State to ultimately obtain his Certified Financial Planner (CFP) qualification. In his off time he enjoys sport.

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.

Elize Delport

| Portfolio Administrator & Assistent


With over 30 years experience in the media industry as journalist and editor of various publications, Elize decided to exchange the fast paced world of meeting deadlines and apply her organizational skills somewhere else.  She is passionate about dogs and horses, the great outdoors and fast cars. As a keen photographer for many years, these interests offer lots of amazing opportunities for special pictures.

 

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