Gerrie Basson
Gerrie joined the Financial Services industry in 1987. His career began with AA Life and he later moved to Sanlam in 1990. After a brief period with Sanlam, Gerrie decided to start his own business and Affluence Group was inaugurated. The business grew steadily from a one-man operation to the current staff complement of 12 people. As Affluence Group grew over the years, the decision was made to dissect the business into specialised business units comprising Healthcare, Short-term Insurance, Employee Benefits, Life Assurance, Investments, Accounting & Tax and Fiduciary Services. Diversification has been a major driver within the business philosophy and will continue as a cornerstone of the business. Gerrie has a certificate in Healthcare for Advisors and has passed both the RE 5 & RE 1 exams as stipulated in the FAIS Act.
Jacques Hodsdon
CA(SA) | CFP ® | MCom Tax
Jacques is a Director and shareholder of Affluence Group, specialising in Investments and Estate Planning. He gained valuable experience working for PWC and ABSA. He completed his Masters in Taxation whilst at PWC and in 2014 obtained his CFP® qualification, TOP of his class. Jacques has extensive experience in the Financial Services Industry, and owing to his entrepreneurial mindset, has also established a number of successful startup businesses. With his knowledge of Investments and business structures he can thoroughly evaluate each client’s portfolio and provide qualified personal advise.
Heinrich Coomans
CA(SA) | CFP ®
Heinrich is a Director and shareholder of Affluence Group and based in Nelspruit. He specialises in Investments and Estate Planning. He has extensive experience in the Financial Services Industry, including working for industry giants PWC and Sanlam. Heinrich spent four months in the United Kingdom working with some of the largest asset management companies in the world. Heinrich grew up in Bloemfontein and graduated from the University of the Free State. He strives to add value to each client he works with, not only on a financial level, but also on a personal one. He accomplishes this by having a unique and fresh outlook on the financial services industry, finding innovative ways to approach client needs.
Marlize Steyn
Marlize is the Managing Director and shareholder of Affluence Health Services and based in Centurion. She holds a Degree in Marketing and Business, completed her certificate for Healthcare Advisors and passed the Regulatory Examinations as stipulated in the FAIS Act. She specialises in Healthcare benefits, has extensive knowledge in the Medical Scheme industry, which is ideally suited to assisting employers with their healthcare policy arrangements, benefits administration and providing advice on the most suitable health insurance products. She has managed service delivery to clients for over 10 years with a track record of going above and beyond to ensure service excellence. Marlize strives to equip individuals and employers with the knowledge to manage their healthcare benefits according to your specific requirements.
Nicholas Jansen van Rensburg
CFP ®
Nicholas is a Director and shareholder of Affluence Group. Based in our Centurion offices, he has a Postgraduate Degree in Financial Planning. Nicholas has been in the Insurance industry for more than 11 years and with the company for 7 years. He is passionate about his clients and focuses on empowering both businesses and individuals to understand their current risk when choosing their Insurance Portfolios. Nicholas’s primary focus is on Short-Term Insurance and he has extensive knowledge of commercial underwriting.
Irene Basson
Irene is our Administration Director and shareholder based in Nelspruit. She has more than 22 years’ experience in the Financial Advisory industry. She manages all administrative and employee processes, with her main focus being Healthcare benefits.
Werner Kriel
Werner is an independent financial advisor with Affluence Group and is based in our Centurion office. Werner grew up in Pretoria, graduated from the University of Stellenbosch and qualified as a Chartered Accountant. He gained valuable experience in the financial services industry by working for firms such as PwC and Deloitte Consulting. He has extensive experience in the academic and business environments and specialises in the fields of investments, risk and estate planning. Werner’s passion is the financial well-being of his clients, assisting them in achieving their life goals by implementing a holistic financial planning approach.