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 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 in the Financial Services Industry with Sanlam as a Marketing Assistant. She joined Alexander Forbes in August 1995 in the Financial Planning Consultants Division as a Financial Advisor Assistant to Senior Directors for 4 years and then moved to the Private Client Wealth Division where she supported Wealth Managers. After 21 years of service with Alexander Forbes, Jeanette joined Precept Wealth Solutions in June 2016 as a Paraplanner. Most recently Jeanette has expanded her role into Business Operations.
Jeanette has completed her Wealth Management at NQF Level 5 through PSG Konsult Academy (now Moonstone).
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 a 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.
Lee-Ann joined Precept Wealth Solutions in December 2019 as a Paraplanner. She started her career at PSG Wealth Pretoria East in 2016. She completed a Postgraduate Qualification in Financial Planning through the University of the Free State. Lee-Ann is very detail orientated and believes in the importance of Financial planning.
Jenifer handles the day to day running of the office, she joined PWS in August 2019. She has worked as Business Analyst at Discovery Health and FNB for many years and got her diploma in Business Analysis through the Faculty Training Institute.
Jay joined PWS on 1 February 2021 as a Paraplanner to Conrad Booysen. Jay worked at Discovery for 6 years as a Lisp consultant and prior to that at Stanlib as an account administrator. He is currently busy studying towards his RE 5 qualification with Moonstone. Jay has a passion for investments and enjoys interacting with people.