Gerrie BassonGerrie 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.
CA(SA) | CFP ® | MCom TaxJacques 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.
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.
Irene BassonIrene 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.
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.