ABOUT US

Hannes worked for Old Mutual for 25 years where he held various senior management positions. He spent half of his career in the administrative and marketing functions of the asset management business (investments) and the other half in employee benefits/corporate. Hannes has extensive experience in people management, administration, marketing and corporate customer relationship management. He is currently an adviser to a portfolio of pension and provident fund customers.

André has been in the Financial Services Industry for just over 38 years – first as a financial advisor and thereafter in Sales Management.  He held several senior positions in Old Mutual during this time. André has first-hand experience of starting up new businesses and his international exposure includes two years in India where he developed and implemented a new distribution model for a large international financial services business.  His current portfolio includes Estate Planning, Wealth Creation and Protection for Individuals and Business owners. It is all about finding the most suitable solution to the need of the customer.

Bertie worked for Old Mutual for more than 30 years in various senior management positions, which, inter alia, included responsibility for an employee benefits division. He was CEO for Old Mutual’s businesses in Namibia and Kenya respectively. He is currently a fully FSB and Old Mutual accredited advisor to a portfolio of pension and provident fund customers.

Faan started his career at Old Mutual as an Independent Contractor, whereafter he joined fulltime as a Trainee Production Manager in the Randburg Branch. He was soon promoted to Sales Manager, Branch Manager, Regional General Manager and later Head of AFD. His passion is to assist people in becoming financially independent and he specialises in Retirement and Investment planning as well as Retirement Funds.  He believes that his clients deserve to receive the most appropriate advice at all times.

Koos was the first Franchise Adviser to be appointed in the Western Cape when the Old Mutual Franchise division was launched in 2006.  Prior to joining the financial services industry, he worked at a law firm and received his training as a Financial Adviser through the Old Mutual Training Academy. Koos is based in the Strand and services the Strand and surrounding areas. He has more than 14 years’ experience in the financial service industry currently focussing on Investment Planning and Short-Term insurance through Old Mutual Insure (Previously Mutual & Federal).

Mark has over 30 years’ experience in the financial service sector. He worked in various positions at Old Mutual since 1980, starting in the individual financial planning field before specialising in the group risk and retirement fund segment. He has extensive experience in account management and consultation services for large, medium and small retirement funds. Mark is currently an adviser to a portfolio of pension and provident fund customers.

Lionel started his career at Old Mutual in 2010 and went through all the training to become a fully qualified Financial Adviser. During his career with Old Mutual, he served as chairman of the area’s social club as well as the sought after motivational 51 Club. Lionel joined Empfin Solutions to be in a position to later take over the practices of Andre Claassens and Faan Fourie.

He has a diversified practice and has been awarded Millionaire status with Old Mutual Insure since 2013 and shortly thereafter with Santam in 2015. He is the only adviser in Empfin Solutions that can serve Santam customers. His primary focus is pre-retirement and succession planning for both individuals and businesses.

Jan started his career at Old Mutual in 1985 and he reached his retirement date as at the end of February 2022. He decided to continue with his career as a Financial Advisor at Empfin Solutions, an accredited Old Mutual Franchise. Jan specialises in retirement solutions and investment planning.

Gavin has 12 years of experience in the long-term insurance industry, specialising in wealth creation as well as personal risk cover along with SMME retirement funds.

He is committed to going beyond the analysis stage for his clients. He actively monitors and guides his client’s financial plans so that we can adapt and amend it to their changing financial circumstances. Being a loyal team member, teamwork is a high priority to him and this filters through to his clients to achieve their future financial planning and long-term goals. A large number of his clients are referrals from existing clients, and this is testimony to the service he provides.

With over 30 years of experience in financial services, Nico has recently embarked on what he believes will be a rewarding second career as a financial advisor. His background in actuarial science and employee benefits, gained at Momentum Metropolitan, equips him to assist individuals and families in making sound financial decisions.

Tania started in the shortterm industry in 1995 as a secretary.  At the time she did Mutual and Federal quotes,  client liason, claims and general admin at PFA for a Financial advisor.  In 2007 she started working for attorneys as general secretary and was exposed to the Legal industry.  In 2012, she started working for Koos Dreyer, managing his OMinsure (Mutual & Federal) book.

Samantha started in the Insurance industry in 2009 working in the administrative department of the employee benefits/corporate department.

She joined the Empfin team in April 2014 working as the Office Administrator supporting both the Retail and Corporate advisors for 5 years.

She left Empfin and worked in the short-term insurance industry for 3 years. She returned to the Empfin team in February 2022, and she assists our Retail advisors.

Gill joined Empfin Solutions in June 2019 and has brought with her many years of administrative skills.  She previously worked at Old Mutual PFA  for four years and her career background has mostly been in the Financial Services and Banking industry.  She is very customer-centric and no task is too much to ask of her since she believes in going the extra mile.  She is our Office Administrator and supports both the Corporate and Retail Financial Advisors.