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.
Tatenda joined Precept Wealth Solutions in July 2010. She completed a Postgraduate Qualification in Financial Planning through the University of the Free State. As a Key Individual and Representative in the company, her roles include but are not limited to preparing holistic financial plans and review reports, attending to group employee benefits, matters relating to compliance and attending to various client enquiries. Tatenda is passionate about people, investments and believes that quality professional financial planning is key to upholding a successful financial future and peace of mind.
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.
Jeanette started her career with Sanlam as a Marketing Assistant for 6 years and then joined Alexander Forbes in the Private Client Wealth team as a Financial Advisor assistant. After 20 years of service with Alexander Forbes, she then joined Precept Wealth Solutions in June 2016.
Carla started her career with ABSA Bank in the Administration Head Office in 1995 and fulfilled various rolls within ABSA. She then started her career in the retirement and investment space in 2006 when she joined Alexander Forbes. She believes that helping clients to put sufficient financial plans in place is important. She completed her Postgraduate Qualification in Financial Planning through the University of the Free State. Carla joined Precept Wealth Solutions in June 2018.
Fundi has been in Client Services in the Legal industry for the past 4 years at Edward Nathan Sonnenbergs Law Firm. She performed Office Coordination activities, was client facing and dealt with senior level corporate clients daily. She has obtained a Qualification in Human Resources Development and The Trainer course as well as skills development and SETA accredited via Mc Master Institute. With her experience in the client services environment and great communication skills she always strives for continued excellence. She joined Precept Wealth in February 2018.
Conrad started out as a Biokineticist in the corporate wellness division of a large SOE in 2000. He then spent 15 years in full-time ministry. In 2015 he entered the financial services industry when he joined Liberty Life as a financial adviser. He made the move to private wealth management in 2019 when he joined Precept Wealth Solutions as a Wealth Advisor. He holds a PhD in Human Movement Science and is currently completing his Post Graduate Diploma in Financial Planning. His passions are his family and his clients, for whom he aims to provide the best possible advice and solutions.
Andrea joined PWS in September 2018 as an Administrative Assistant. Prior to this, she was an administrator in the Financial Planning and Consulting Division at Alexander Forbes for 6 years. Andrea is currently completing a BCom degree in Marketing.