Amy acts in different capacities within the company. She is a founding partner, the present Managing Director and a practising CERTIFIED FINANCIAL PLANNER® with an established practice.
She loves consulting with individual clients in order to create holistic and personalised financial plans, including specialised estate planning when required. She further focuses on investment advice and the management of investments – be it lump sum investing, recurring savings or investment advice and management of funds for or at retirement. She works in close partnership with Neil Immelman when her clients require risk products.
She has no preferences with regards to clients’ age, gender or profession and therefore has a very interesting and diverse practice.
She studied at the University of Stellenbosch, has been an adviser for more than 20 years and a CERTIFIED FINANCIAL PLANNER® Practitioner since 1994. She also has experience as a part time lecturer in Financial Planning at the University of Stellenbosch.
She is married to Anton, an academic, is the mother of three grown up sons and grandmother of one. She loves reading, travelling and entertaining. She believes that all of us have a civil and social responsibility to contribute towards the improvement, care and nurture of one’s own community – be it skills, time or money – to make your own community a working and thriving environment and South Africa a better country.