HOLISTIC
financial planning
My role as a Wealth Manager is to build a relationship with you, to enable me to gain a better understanding of your needs, dreams and aspirations. This will enable me to better assist you in managing your financial assets and growing your portfolio through the establishment of long term partnerships. It will also allow for the engagement of our differentiated business units to provide specialist advice in certain cases.
As a member of the Financial Planning Institute I aspire to provide advice that is current, ethical and designed around your specific needs.

Fehnaz Khan

Jean Sclanders

Leigh Morrison
With over a decade of experience as a Practice Manager and Personal Assistant, I bring a dynamic blend of organisational expertise, client support, and industry knowledge. My background in legal and medical administration allows me to efficiently assist clients with estate finalisation and underwriting queries, ensuring a seamless experience.
As the backbone of the practice, I oversee operations, manage Tom’s schedule, and ensure every client receives timely, personalised service. My commitment to efficiency and excellence helps create a structured and supportive environment for both our team and clients.
Beyond work, I enjoy engaging with clients, problem-solving, and ensuring our practice runs smoothly. I look forward to continuing to build strong relationships and delivering exceptional service.
With over two decades of experience in the financial services sector, I bring a unique blend of administrative support, usually on a one-to-one basis, attention to detail, time management, interpersonal skills and a passion for excellence. Currently serving as a Personal Assistant, I leverage my comprehensive background in administration, management of the Office, planning, problem solving and organizing.
My role reflects my dedication to quality, communication, and collaboration.
Beyond work, I am an avid reader, wildlife enthusiast who also finds joy in exploring creative pursuits. With a strong foundation in financial services, I remain committed to providing exceptional service and building meaningful relationships.
With over two decades of experience in the hospitality and financial services sectors, I bring a unique blend of operational expertise, leadership, and a passion for excellence. Currently serving as a Paraplanner/Consultant, I leverage my comprehensive background in management, strategic planning, and client service to deliver tailored financial solutions.
Previously, I held senior roles in the hospitality industry, including managing luxury hotels and spearheading new developments for one of Africa’s leading hotel chains. Highlights of my career include leading operations for high-profile properties, driving e-learning innovations, and contributing to the conceptualization and development of 15 hotel projects.
My career achievements reflect my dedication to quality, communication, and collaboration. I have received recognition for leadership excellence and community engagement, including serving as Co-Chair of the Marriott Worldwide Business Council Cape Town.
Beyond work, I am an avid hiker, baker, and wine enthusiast who finds joy in exploring creative pursuits and uplifting my community. With a strong foundation in hospitality and financial services, I remain committed to providing exceptional service and building meaningful relationships.
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hear it from our clients
Tom has displayed the highest level of professionalism, competence and integrity in dealing with all aspects of my financial management planning. In my experience, he stands apart from most others in the industry, for his passion, commitment and in-depth knowledge of all aspects of financial planning.
Nishee Seegobin
I have worked with Tom both personally and professionally over the past 6 years and have found his advice to be sound and beneficial from inception. I would certainly recommend Tom to assist you with all your wealth management, legacy and planning. Tom and his team are efficient and deliver timeously.
Shahista Gafoor
Tom has been my financial adviser for over 5 years, through a number of changes in personal circumstances and career moves. I have always found him to be professional and thorough in providing me with alternatives, and providing motivation for any changes he recommends to my portfolio. He has offered services above pure financial planning, and is constantly on the lookout for products and innovations that may be suitable or practical for me to consider. I highly recommend Tom for anyone looking to enhance the financial planning and wealth management side of their life
Liz Botha
I have worked with Tom both professionally and personally during the past 6 years and have found his advice to be sound and beneficial from inception. I would certainly recommend Tom to assist and advise you with all your wealth management, legacy and planning. Tom and his team are efficient and always deliver timeously.
Hayley Pillay
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