About
We believe collaborative planning has the power to improve lives by supporting dreams with wisdom and disciplined implementation. Financial prioritization through goal setting allows clients to live move empowered lives of purpose, significance and fulfillment by using their wealth to make positives differences in the lives of family, friends, community and society.

Cornél Bergh
Wealth Manager & Principal
CFP, BBA, B.Com Law
Accounting & Business Services - Walvis Bay

Pieter Du Toit
Accountant & Partner
B-Compt

Heloise Godenschweig
Accounting Clerk
Accounting Course Training
Short Term Insurance

Mandia Baard
Office Manager & Short Term Insurance Broker
Short Term Insurance Training

Lisa Almeida
Short Term Insurance Assistant
Short Term Insurance Training
Life Assurance & Investments

Anthea Bampton
Life Assurance & Estate Late Senior Administrator
Course in Administration of Estates
Estate Lates

Ashley Polster
Estate Late Senior Administrator
Course Training
Accounting & Business Services - Henties Bay

Hannerie Gouws
Bookkeeper
Accountant Trainee

Mariena Du Plessis
Office Manager - Henties Bay
Accounting Course Training
Accounting & Business Services - Swakopmund

Anandi van der Walt
Bookkeeper
B-Com Gen, Acc
Walvis Bay - Accounting & Business Services

Elnise Landsberg
Accountant Clerk
Accountant Trainee
Life Assurance

Gerda Viljoen
Life Assurance Administrator/Client Services
Course Training
Accounting & Business Services

Erich Areseb
Accounting Clerk
Grade 12

Deidre Behne
Accounting Clerk
Grade 12

Nangula Fotolela
Junior Bookkeeper
Course Training
Personal Assistant

Monicques Louw
Cornél Bergh's Personal Assistant
Grade 12