About Us
Trustworthy
Experienced
Professional
Our business philosophy when the firm was founded understood that our clientele are our friends and community which inadvertently creates a deep care and loyalty towards them. This philosophy continues to underpin all we do.
Vision
To be the trusted holistic financial prosperity partner in the Border Area.
Mission
Generating and protecting wealth for our clients through the integration of bookkeeping, estate and tax planning, asset insurance, investing and retirement planning by our skilled, professional and knowledgeable people and partners using market leading systems and technology.
Values
Integrity
Upholding the highest professional standards and always doing the right thing.
Communication
Sharing information, insight and advice frequently and constructively and managing tough situations openly and honestly.
Excellence
Providing sound advice and adding value beyond what is expected. Striving for zero defect in all we do.
Reliable
Deliver what we promise.
Trust
Underpins all we do.
Years in the Business
We were founded on the philosophy that our clientele is our community for whom we have a deep loyalty.
Experienced Staff
Our people are all well-qualified and have the necessary experience to offer top notch advice and services.
Insurance Companies
As an established service provider, we have a good relationship with the insurance companies.
Who We Are
Our Team of Experts
Quintin Wentzel
Director | Short Term Insurance
Quintin has been involved in the short-term insurance industry for over 20 years and has built up a wealth of knowledge and experience. He is currently a director of the group where he heads up the short-term insurance division.
Jaco Rossouw
Director | Wealth Division
Jaco is a chartered accountant CA(SA) and certified financial planner (CFP). Jaco has vast experience in estate administration and financial planning and currently heads up the Wealth division. Jaco is also a director of the group.
Johan Rossouw
Director | Tax Division
Johan is a chartered accountant CA(SA); chartered management accountant (CIMA); certified financial planner (CFP) and holds a post graduate diploma in advanced taxation. Johan is a director of the group and heads up the Tax division.
Almarie Richardson
East London | Short Term Insurance
Almarie currently manages our East London short term insurance office. She has been in the short-term industry for over 20 years and has an in-depth knowledge of the various insurance products and providers.
Sheldon Loxton
Wealth Division
Sheldon draws from a wealth of experience in various roles within the industry to provide ethical advice within our Wealth division. He has a background in teaching, which enables him to assist individuals with regards to their financial well-being and educate them on the importance of having financial goals.
Linda Wait
Health Division
Linda heads up the Multitrust Health Division providing guidance to clients in relation to medical schemes and medical gap cover. With more than 20 years industry knowledge, Linda has developed a unique set of skills which she effectively uses to assist her clients.
Josh Marais
Berlin | Short Term Insurance
It is with great sadness that we share the news that our friend and colleague, Josh Marais, passed away on the 3rd of August 2026.
Josh was a true gentleman in every sense. He cared deeply for everyone around him and always put the wellbeing of the people around him first. His kindness, calm nature and genuine concern for others made him an exceptional human being and he will be remembered with great respect and affection.
Our thoughts and prayers are especially with Maureen, who has been incredibly strong throughout this difficult time. We wish her and her family comfort and strength in the days ahead.