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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.
Management, Wealth Management, Accounting, Trust and Estates
Cornél Bergh
Founder, Certified Financial Planner & Professional Accountant
CFP, BBA, B.Com Law
Short Term Insurance | Walvis Bay
Mandia Baard
Partner & Short Term Insurance Broker
Short Term Insurance Training
Platinum Risk Management
Jeanrie Bergh
Shortterm Insurance Adminstrator
Course Training
Charlize Van Zyl
Receptionist
Senior Certificate/ Trainee
Accounting & Business Services | Walvis Bay
Pieter Du Toit
Partner & Professional Accountant
B-Compt
Christelle Strauss
Senior Accountant
B.Com Honneurs in Financial Accountinging
Sonya Derks
Accounting Manager
B-Compt Degree in Financial Accounting
Shaun Walters
Accountant
Course Training
Angelo Knowels
Senior Bookkeeper
National Certificate in bookkeeping | Financial Accounting
Lizelle Willers
Accountant
Course Training
Ciara Miller
Junior Accountant
Course Training
Accounting & Business Services | Swakopmund
Anandi van der Walt
Office Manager - Accountant
B-Com Gen, Acc
Astrid Hacker
Accountant
Course Training
Deidre Behne
Bookkeeper
Course Training
Heloise Godenschweig
Bookkeeper
Accounting Course Training
Erich Areseb
Bookkeeper
Course Training
Louis Henning
Accounting Clerk
Course Training
Accounting & Business Services | Henties Bay
Hannerie Gouws
Office Manager - Accountant
Accountant Trainee
Risha Van Niekerk
Junior Accountant
Course Training
Estate Lates | Walvis Bay
Ashley Polster
Estate Late Senior Administrator
Course Training
Life Assurance & Investments | Walvis Bay
Anthea Bampton
Life Assurance & Senior Administrator
Course in Administration of Estates
Gerda Viljoen
Life Assurance & Client Services
Course Training
Legal
Jo-Mari Koekemoer
Legal Advisor
LL.B.
Chantell Van Zyl
Legal Administrator
Senior Certificate/ Trainee