Mandy Stratfold, Bcom, AFPI, Director
Mandy Stratfold started in the investment and assurance industry in January 1990 with Old Mutual, Mandy left Old Mutual to partner in a brokerage, Northwest Financial Services cc. After that ran the medical aid company for Fussell & Associates, then Mandy joined Commercial Union for a short time before joining Alexander Forbes in 1997. Mandy was a Director of the Financial Planning Company, a division of Alexander Forbes. Mandy left Alexander Forbes in July 2002 to start Precept Wealth Solutions (Pty) Ltd.
Liz Russell
Liz joined Alexander Forbes in 1995, Liz was the PA to a senior director of the Financial Planning company within Alexander Forbes. In March 2006 Liz joined Precept Wealth Solutions. Liz’s role fulfills a comprehensive role for clients of Precept Wealth Solutions. The role encompasses administration functions as well as regular client interface functions.
Tatenda Mupunga
Tatenda joined Precept Wealth Solutions in July 2010, as a Paraplanner /Trainee Financial Advisor. She has a Post-graduate Qualification in Finance, Banking and Investments Management which she completed at UKZN, Pietermaritzburg. Her roles include preparing and administering of Financial plans/reports, maintaining complete and accurate client and financial records, attending to various client enquiries and queries. She has completed her Financial Industry Representative Examinations and aspires to become a Qualified Financial Advisor.